Are you thinking of moving up the value chain and creating a customised investment proposition for your clients?  Is your existing investment proposition ready for an efficiency overhaul? With a private label managed account solution, you can bring together advice, investment and administration to deliver a seamless client experience.

Paul O'Connor Head of Investment Management & Research at Netwealth will discuss:

1. What different managed account structures are available to you
2. Best practices in developing your investment proposition
3. How to best navigate your way through a due diligence process
4. What to look out for to ensure you select the right technology partner
5. How to execute an efficient implementation process