Managed Accounts - delivering a better outcome to the client

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Anthony J. Harper, Chief Executive Officer and Co-founder, Axial Partners tells Hubbis how managed accounts can help deliver better outcomes for clients in Asia’s evolving wealth management industry.

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1. What's changing within wealth management in Asia that leads you to believe that it is a good time to launch a managed account platform?

2. How are private banks upgrading their product proposition and evolving their engagement of managed investments?

3. What's the difference between a managed account and a discretionary portfolio?

4. When a client invests in a managed account - who makes the decisions around portfolio construction and asset allocation?

5. Whose responsibility is it in investing the managed account?

6. What's in it for the end client?

7. What's in it for the adviser?

8. What's in it for the wealth management firm?

9. When using the Axial platform, what's the experience for the adviser and for the client?

Video transcript

1. What's changing within wealth management in Asia that leads you to believe that it is a good time to launch a managed account platform?

2. How are private banks upgrading their product proposition and evolving their engagement of managed investments?

3. What's the difference between a managed account and a discretionary portfolio?

4. When a client invests in a managed account - who makes the decisions around portfolio construction and asset allocation?

5. Whose responsibility is it in investing the managed account?

6. What's in it for the end client?

7. What's in it for the adviser?

8. What's in it for the wealth management firm?

9. When using the Axial platform, what's the experience for the adviser and for the client?

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