Principals in practice

Switching the managed accounts tap on – Professional Planner

August 3, 2022
Managing Director, Hugh Robertson joins Eleanor Menniti, Head of Client Product Strategy & Consultant Relations at BlackRock, on the Principals in Practice Podcast Series hosted by Tahn Sharpe. Tahn Sharpe, Editor of Professional Planner recently shared on the ‘Switching the managed accounts tap on’ podcast, that managed accounts present a clear value proposition for most…

Managed Accounts and Centaur Financial Services – Praemium Podcast

September 3, 2021
Hugh Robertson joins Praemium’s Martin Morris in a podcast to discuss the key learnings that Hugh and our team have gained through our implementation of Managed Accounts. “As a Director of the Australian Advice Network, who manage $1bn in SMA assets, this session will give you a unique perspective behind their decision as a group…

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