Perpetual Private

Managed accounts may be just “one lever of many” that advisers can use to increase scalability in their practice, but the advantages they offer to both clients and advisers make them a crucial consideration.

There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff. Their advice: stay nimble, stay unconstrained, and look out for “the unbelievable opportunity to invest in a dislocation”.