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Bridge over ocean
27 April 2015 Multimedia

The Case for Separately Managed Accounts for High-Net-Worth Clients

  1. Jeanie Wyatt, CFA

Jeanie Wyatt, CFA discusses how a decades-long industry trend toward comingled assets has resulted in less-informed clients and advisers. Wyatt also explores sector control, the benefits of and why separately managed accounts provide

Jeanie Wyatt, CFA discusses how a decades-long industry trend toward comingled assets has resulted in less-informed clients and advisers. Wyatt also explores sector control, the benefits of and why separately managed accounts provide greater visibility into what clients own, what they made and they paid.