Investing should not be the same for everyone as we all have different needs, risk tolerance and future plans. Individually and as a family, having a purpose-built Investment portfolio allows you to achieve all you want in life and is an integral part of what we do at Boutique Advisers Private Wealth.
Whilst we understand that bespoke investing works well in several asset classes, and that purpose-built investments can radically improve outcomes, we also acknowledge that some parts of the portfolio should be invested and managed with a higher level of certainty and process. This is where the Investment Management capability at Boutique Advisers differentiates as we can offer the best of both, to suit your personal family needs.
The Boutique Advisers Investment Committee together with their independently appointed Investment consultants, work in unison to get the best outcomes for our clients. As a part of our Investment Philosophy, we provide access to independently run portfolio’s that are built specifically for the needs of the Boutique Advisers team. They are run as a Separately Managed Account and provide some great advantages including:
Enhanced Investment Thinking and Resources
Through access to a portfolio manager and a dedicated team of highly experienced investment professionals. This team actively manage each managed account portfolio and follows the proven Boutique Advisers Investment Philosophy on an ongoing basis. Every decision is vetted by the Boutique Advisers Investment committee and is made in the very best interests of our clients.
Seamless Implementation of Portfolio Changes
Changes and rebalancing are implemented seamlessly for all clients invested in a managed account portfolio at the same time, improving fairness, and lowering transaction slippage and costs. This operational efficiency enables a portfolio manager to act quickly to reduce risk or to take advantage of market opportunities once approved by the Boutique Investment committee. Clients gain access to the portfolio manager’s very best thinking at any point in time.
Robust Governance and Oversight
This is at the forefront of Boutique standards. A separately managed account must be registered under the Corporations Act 2001 and regulated by ASIC. Managed accounts must have an independent and AFSL-licenced Responsible Entity whose primary duty is to ensure that the portfolio manager complies with its investment mandate for clients. This is where the Boutique Advisers Investment Committee meet on a regular basis to ensure compliance.
Greater Transparency
Within managed accounts this make it easy for our investors to monitor the performance and composition of their portfolio and its underlying investments. This allows our clients daily if needed, and in one convenient place, to have clarity over their investment position. For those clients who may hold shares within a managed account, we are able to provide full visibility of the underlying share holdings.
Cost Effectiveness
Cost effectiveness for our managed account structure is important to us. Having the size and scale of Boutique as well as an external portfolio manager allows us to access the world’s best fund managers at lower institutional prices than are normally available to retail or Wholesale investors. Any discounts (rebates) which we negotiate on fund manager fees are 100% passed onto our clients and our experience shows that these reduced costs are market leading.
Reporting and Communications Capabilities
Lastly, this is an integral part of what we do day to day. Being able to leverage superior research and reporting capabilities, Boutique Advisers and our portfolio managers can keep our clients better informed about their portfolios and the financial markets in general. We find that our clients love the more comprehensive and frequent reporting, and this differentiates Boutique Advisers Private Wealth to other financial advice firms.
Boutique Advisers are committed to bringing the very best Investment solution to our clients through both our bespoke investment offering and our portfolio run Separately Managed Accounts. To meet with a member of Boutique Advisers Private Wealth to discuss your investing needs, contact us today.