Licensee

It’s no easy feat to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has stepped up for a third consecutive year - a first by any licensee in this category - to take out this year’s award. Alex Ventelon and Wayne Chatterjee CFA explain Morgan Stanley’s approach to managed accounts.

Providing an investment solution that is fit-for-purpose for its clients has landed Morgan Stanley Wealth Management Australia the coveted 2020 IMAP Award of Licensee Managed Account category

ESG and sustainability are two styles of investment management that continue to command the attention of investors. Leah Willis (Australian Ethical Investment) and Deanne Baker (Lonsec) discuss the rise of ESG and the role they play in client portfolios.

Managed accounts are quickly emerging as one of the key delivery vehicles for advice. Brett Sanders, CEO of Philo Capital Advisers, and Zac Leman, BT Head of Managed Accounts, discussed some of the key issues facing the uptake of managed accounts by advisers

It’s no easy undertaking to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has done it for a second consecutive year - a first by any licensee in this category.