August 2019
- Uncategorized
Will Riggall from Ralton Asset Management speaks with Damian Cilmi from Praemium in a video that may change how you think about SMA choices. With an SMA there are many moving parts that can affect how much benefit your client extracts from using an SMA, which after all, is the whole point of using the personalised account model.
For example, Will mentions how Ralton is set up to potentially to trade far more swiftly than a large unit trust, reduce performance slippage for your client, better matching of the SMA results to the client’s actual portfolio, minimising the risk of pushing too much volume into the market and affecting stock prices – there is a long list to consider.
This video is a must-see for anybody considering setting up their own management account using an SMA provider.