OneVue’s separately managed account (SMA) managers are leading the way often making news headlines and offering expert views on the market that they share through newsletters, market updates, commentaries and podcasts. This page is dedicated to sharing some of this information with advisers keen to know more about the SMA managers on the UMA platform.
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 advice on this page is general financial product advice only that has been prepared without taking into account client objectives, their financial situation or needs. Before acting upon this advice, you and/or your client should consider its appropriateness to their objectives, financial situation and needs. You should also read the accompanying disclosure statements.
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