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BT offers private markets managed account on Panorama - Vimarsana News

BT offers private markets managed account on Panorama

BT is offering its first private markets managed account on the BT Panorama platform as interest in alternatives grow among high-net-worth investors.

BT Panorama launches first-of-its-kind private market managed account - Vimarsana News

BT Panorama launches first-of-its-kind private market managed account

BT has launched the Drummond Private Markets Separately Managed Account (SMA) on the BT Panorama platform, offering high-net-worth (HNW) clients access to a portfolio of private equity, private debt, and real assets.

Advisers making increasingly informed decisions regarding managed accounts - Vimarsana News

Advisers making increasingly informed decisions regarding managed accounts

Advisers are increasingly testing managed accounts before they buy, new research has shown. With the proliferation of managed accounts and products to choose from, advisers are increasingly making

Source: ifa.com.au
New research shows firms using managed accounts report higher profitability - Vimarsana News

New research shows firms using managed accounts report higher profitability

Over 200 advice practices were assessed in the research. A new report from Praemium has highlighted the benefits of advice firms using managed accounts (MAs). The research, conducted alongside advi

Source: ifa.com.au
'Record number' of advisers using managed accounts - Vimarsana News

'Record number' of advisers using managed accounts

A new report has revealed that more financial advisers are turning to institutional-style investment vehicles to better managed client funds. State Street Global Advisors and Investment Trends’ Inv

Source: ifa.com.au