Crystal Wealth said that the new solution, which developed with specialist provider and AMP subsidiary Multiport, will provides its clients with eight model portfolio options or a tailored discretionary mandate.
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The service includes daily portfolio management, comprehensive administration and reporting services.
Multiport CEO John McIlroy said there is no doubt there’s increased interest in the managed account space and this type of solution can be ideal for specialist practices that have higher net worth clients and SMSFs as a core capability.
Clients using the Crystal Wealth Managed Account Service can select from five diversified models (conservative, moderate, balanced, assertive, aggressive) and three specialist sector models (core equity, income equity, global equity) for each portfolio.
The model portfolios can comprise any combination of cash, income securities, listed shares, ETFs and managed funds.
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By GlobalDataClients can also choose to have a tailored portfolio built around their stated risk tolerance, the company added.
Crystal Wealth Partners is a privately-owned Boutique advisory and investment management practice.
