News, updates and perspectives on managed accounts

Private markets: Sorting the wheat from the chaff
Private markets are increasingly being used in client portfolios, as the number of investment options grow rapidly. Michael Karagianis (JANA) analyses these asset classes and explains how to select th...
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Investing under a new tax regime
2026 Budget brought key changes to Capital Gains Tax. Stuart Sheary (Institute of Financial Professionals Australia) & Chris Brycki (Stockpot) consider how portfolios should respond to a new tax envir...
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Insights into a family office
Peter Brannighan (RPM Group) and Martin Morris (Centric) explore what a Family Office is looking for from their advisers, and what is needed to meet the needs of this type of client.
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