Managed Accounts

A managed account is a type of investment service which selects a group of financial assets and packages them in an investment portfolio for an individual or a corporate entity. The investor owns the account, but it is overseen by a professional money manager whom they’ve appointed to act on their behalf. The manager may buy, sell, or trade assets without the investor’s prior approval – as long as it’s in accordance with the objectives of their client. A managed account always involves fiduciary duty, which mandates the manager must act in the best interest of the client or potentially risk facing criminal penalties.

A managed account allows the investor and the manager to select the appropriate asset classes and investment strategies that fit the individual goals of the account holder or holding company. This means that there is an added layer of flexibility and customization available in regard to the investment mandate and management decisions typically not available in other forms of pooled investments like mutual funds or index-tracking instruments.

Best suitable for high net-worth individuals, corporate entities, boutique funds of funds and small family offices.

Getting started with a managed account service is a simple, fast and straight-forward process as we have already built the relationships, agreements and infrastructure required. Our account management teams works with you on every step of the process to explain the options at your disposal and guide you towards the most beneficial setup that fits your personal or corporate goals.