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

Chris Ryan of Axial Partners

Oct 28, 2019

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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.

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