Managed accounts have become a popular way for financial advisers to scale their investment solutions, achieve greater efficiency and regulatory compliance.
Advisers are also starting to realise how powerful managed accounts are in transforming client conversations and giving them a greater stake in the advice process. Managed accounts have shifted advice from a time-intensive, admin-dominated business to one focused on objectives, client education and communication.
Freeing up time by outsourcing the day-to-day portfolio management to experienced Lonsec investment professionals allows you to concentrate on providing the high value, strategic advice to your clients that fosters stronger and more profitable client relationships.
Investment professionals manage and monitor the portfolios on your client’s behalf in line with the portfolio’s mandate.
Efficient implementation of investment decisions that capture market opportunities as they arise.
Ability to view the underlying assets and track performance of holdings, increasing client engagement with their portfolios.
As the beneficial owner of the shares, dividends and franking credits are paid directly to their account.
The client won’t trigger a capital gains event when transferred into or out of a managed account structure.
By having a direct view of their portfolio, clients can gain a better understanding of core investing concepts like diversification.
Reduce time associated with portfolio implementation, creating more time to work on your business or growing your client base.
Avoid potential conflicts of interest and support your best interest duty by providing investment solutions managed by external parties.
Less paperwork and administration creating more time to focus on strategic advice and enhancing the value of your financial advice offering.
Your client’s portfolio is underpinned by a professional investment process and remains within the required risk management obligations.
The significant reduction in compliance and reporting means advice businesses can reduce admin overhead.
Reporting and communications from the portfolio manager can be used to show how the client’s objectives are being met.
The last eight years has seen adviser use of managed accounts double*, and while choosing to transform your practice with managed accounts is a big decision to make, Lonsec’s dedicated managed accounts transition team can help you make this transformation.
More than just moving your clients into managed accounts, we use a proven process, that holistically looks at your practice and guides you through every stage.
Clearly demonstrate how your investment decision benefit your clients with clearly articulated client value proposition and investment philosophy.
Transition your practice to take advantage of costs savings and efficiencies by transforming your practice with Lonsec Managed Accounts.
*Source: SSGA, Investment Trends, Colonial First State
You can leverage our experience in portfolio construction and managed account structures to develop your own managed account solutions. Under this service Lonsec Investment Solutions acts as your outsourced model manager responsible for managing your portfolio tailored to your requirements.
Get in touch today to find out how we can partner with you to create better investment outcomes for your clients.
Call us on 1300 826 395 or email info@lonsec.com.au.
Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives. Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.