Delivering transparent, tax-efficient, single-strategy investment portfolios

Active separately managed accounts (SMAs) can help achieve alpha against a range of investment objectives, from ESG to active tax management. Regardless of your clients’ life stages, SMAs have a role to play in building, diversifying, and handing down wealth.

In an SMA, clients own their underlying investments, which means accounts can be used to diversify clients’ overall portfolios. On 55ip’s platform, you can benefit from our tax-smart systematic SMA rebalancing and tax harvesting strategies, and pass on the potential portfolio gains and efficiency to your clients.