As the infrastructure of the Unified Managed Account (“UMA”) environment continues to develop, investment managers wishing to gain access to the UMA marketplace find that Winslow Capital Group, LLC is a valuable resource in understanding and establishing a presence within the expanding UMA framework.

WCG provides guidance and access that enables third party managers to establish the most advantageous distribution channels in a UMA setting.

Third Party Managers should work with WCG to:
  • Understand how managers can leverage access to the UMA environment
  • Make the right industry connections and establish institutional distribution
  • Find independent due diligence coverage
  • To save time and avoid mistakes



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