A Separately Managed Account (SMA) allows wealth managers to implement investment strategy changes across a number of client accounts simultaneously, reducing the administrative burden and ensuring all clients are treated equitably.
Provide your clients with both professional investment management and beneficial ownership of underlying assets.
You can choose from risk-graded, multi-asset, and multi-currency model portfolios.
Determine your clients’ risk, select an investment strategy. That’s it!
For clients needing US-compliant tax reporting
Enables a customised proposition with no extra cost or effort
- Bring the manager to your clients - insource the services of an experienced investment manager.
- Change investment managers without any disruption to your clients.
|SMA||Managed funds||Direct shares|
|Lower brokerage costs||Y||N/A||X|
|Access to professional managers||Y||Y||X|
|Lower compliance burden||Y||Y||X|
|Licensee visibility and control||Y||Y||X|
Saves cost by aggregating trades and eliminating unnecessary rebalancing
- Praemium’s unique Dynamic Modelling eliminates the need for quarterly rebalancing to bring accounts back into line, thus investors are in line with each other and with their model and there are no unnecessary trading costs.
- Further, because of Praemium’s aggregated trades we provide one of the lowest industry brokerage rates available.