Insights
During our time in financial advice, SMAs promised transparency but offered little real control. We chose a different path with IMAs, giving our clients true ownership, tailored portfolios, and meaningful adviser input.
When investors lose capital, the industry naturally seeks to identify who is to blame.
Risks often stay hidden until they materialise. When they do, they define the outcome.
In September 2024, our CEO Leith Thomas participated in Financial Standard's panel session titled: Trailblazers: innovating with managed accounts in challenging times
New Individual-HIN Managed Account Solution made available to Financial Advisers and Share Brokers.