Independent Wealth Management Forum 2019 HK - Exclusive Insights - Chris Ryan

Chris Ryan of Axial Partners

Oct 28, 2019

Jump to section:

1. What is an SMA?

Video transcript

1. What is an SMA?

A separately managed account (SMA) on a managed account platform is the same kind of strategy that you would get through a fund, but it is in the individual stock. So it looks like an individual portfolio, but it's at a much smaller scale. And it increases the flexibility from a tax perspective, from a cost perspective, and from a strategy perspective.

More videos from Chris Ryan, Axial Partners

Latest Articles

Latest News