Watch
Learn from advice firms, asset consultants and Netwealth’s own team around implementing managed accounts.
As financial markets continue to evolve, so do the needs and expectations of your clients. Managed accounts have transitioned from a niche offering to a mainstream financial tool, with $144.5 billion under management as of December 2022.
Join James Mantella, Head of Managed Accounts at Netwealth, as he shares expert insights on overcoming challenges and maximising the benefits of implementing managed accounts in advice firms.
In this webinar James will:
- share a step-by-step guide to how your firm can implement managed accounts to improve client outcomes, generate efficiencies and build scale.
- draw on interviews with several experts spanning advice firms, asset consultants and Netwealth’s own team around all aspects of implementing managed accounts.
- cover everything from articulating a clear value proposition to successfully getting staff and clients on board.
Webinar recording
Watch: A practical guide to implementing managed accounts
Meet the speaker
James Mantella, Head of Managed Accounts, Netwealth
James has 15 years of experience in investment platform management, focusing on managed account strategy and development. He's consistently shown commitment to innovation, supporting advice delivery, and collaborating with advice practices to ensure exceptional outcomes for clients.
Further managed account resources
Managed accounts: Going the distance
This guide features case studies, insights from wealth practices, and managed account experts to serve as a roadmap to mastering managed accounts.
Managed accounts during volatility and beyond
Learn from four wealth professionals how managed accounts can enhance your client value proposition during volatile times and beyond.
Building the business case for a private label managed accounts
What to consider when establishing your private label managed account.
Managed accounts: A business transformation solution
Better understand the different types of managed account structures that are available and their pros and cons