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Managed Portfolios
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In September 2024, our CEO Leith Thomas participated in Financial Standard's panel session titled: Trailblazers: innovating with managed accounts in challenging times

Click here or on the image below to watch the session.

Leith Thomas on stage with two other panellists, beneath a screen reading "Trailblazers: innovating with managed accounts in challenging times".

Managed Accounts for Advice Firms