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MEET the managers

All the OneVue managers are leading the way in this exciting new era of separately managed account management. So come along and meet OneVue’s SMA managers.

 

 
     

 
     

 

     
 
     
Simon Bonouvrie, Platypus Asset Management  
     
 
     
 
 
     

 
     

Separately managed accounts – or SMAs as they are more commonly known – have gained enormous market momentum since the GFC due to their transparency, flexibility and better tax management.

According to a CLSA Asia-Pacific June 2010 report: “Some planners are seeing the growth of ETFs, developments in the managed accounts market and increasing demand for direct shares as a catalyst to re-evaluate their advice business model. Some of the more progressive boutique planner groups are seeing this as an opportunity to expand their advice margin while lowering the overall fee to customers.”

Disclaimer
The information in this document is general information only that has been prepared without taking into account any individual’s objectives, financial situation or needs. Before acting on this information you should read and consider the relevant offer documents available by contacting OneVue or downloading here.

The OneVue UMA Other Assets & Liabilities Service, SMA and Wrap Service are issued and operated by OneVue Limited ABN 18 072 262 312, AFSL 245525. The OneVue term deposit hub is provided by Australian Money Market Pty Ltd under the AFS licence of DDH Graham Limited ABN 28 010 638 219 AFSL 226319. OneStepSUPER is issued by CCSL Limited, ABN 51 104 967 964, AFSL 287084.