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Separately Managed Accounts (SMAs)

Separately Managed Accounts (SMAs) provide a framework for managing investments on an individual account basis, with potential benefits for both investors and managers.

Managing investments on an individual account basis brings operational considerations for both investors and managers, from portfolio customisation and trading through to reporting, administration, and oversight.

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03 Aug 2026

A Guide to Separately Managed Accounts (SMAs)

Explore how investors can balance the appeal of bespoke portfolio control with the governance, operational, and regulatory demands it requires.

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Separately Managed Accounts (SMAs)

Resources on SMAs

A Guide to Separately Managed Accounts (SMAs)