Managed accounts

WHAT CLIENTS REALLY WANT FROM INVESTMENTS

Ask a client how they evaluate investment performance and they are likely to focus on whether they are on track to maintain their desired lifestyle, writes Implemented Portfolio’s Santi Burridge.

Alex Burke September 19, 2013

A BALANCING ACT: ACHIEVING QUALITY CLIENT OUTCOMES ALONG WITH SCALABLE IMPLEMENTATION

Implemented Portfolios managing director Santi Burridge talks outsourced investment management, business efficiency and client engagement.

Alex Burke July 10, 2013

Managed accounts

WHAT CLIENTS REALLY WANT FROM INVESTMENTS

A BALANCING ACT: ACHIEVING QUALITY CLIENT OUTCOMES ALONG WITH SCALABLE IMPLEMENTATION

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