BLOGS. March 21, 2021
Unified Managed Accounts Can Propel Wealth Manager Success
Wealth managers use a unified managed account (UMA) structure to manage multiple investment sleeves within a single account master. Each sleeve is managed independently from one another, so within a single master, an investor can hold separately managed account (SMA) mandates, advisor-managed funds, Fund of Funds, ETF baskets, sub-advised mandates, self-managed assets and more. From the investor’s perspective, a UMA provides them with a holistic view of their investment portfolio across multiple investment mandates or investment types. For wealth managers, UMA enables them to map all of the investor sleeves to a single custodian account, saving operational cost and maintenance time, while positioning them to address several notable challenges.
Read more
Recent articles
BLOGS. April 25, 2024
Australian Superannuation Funds Investment into Emerging Fund Managers
Read more