Managed Accounts
An easier way to serve your high-net-worth clients
Have the flexibility to control the way you manage your high-net-worth accounts. Whether you choose the Separate Account Exchange, or pick from a variety of third-party providers, you’ll get flexibility to suit your business model—and your clients’ needs. New to the world of managed accounts? No worries. Our experienced consultants can help you get started.
| Pick the option that best suits your business model and your clients’ needs: | |
| • | Separate Account Exchange: An open-architecture option that gives you access to all major asset classes and investment styles |
| • | Third-party providers: Take advantage of third-party investment management and resources to support your clients' needs and your business model |