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Digital Subscriptions > > ‘ Unitised portfolios provide cost-effective solutions’

‘ Unitised portfolios provide cost-effective solutions’

On the money

An increasing number of wealth and discretionary managers are recognising the benefits of unitising client portfolios into a fund structure. There are a number of advantages for the client, including tax benefits, and for the business, such as operational cost savings.

There are, however, a number of issues that those running a business should address when they are considering the idea.

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