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Showing 81 - 90 of 249 results for "SMAs"

J.P. Morgan wins SMA custody mandate

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... billion platform. Following a competitive tender process, Praemium has appointed the bank and will now offer international SMAs through the J.P. Morgan platform. Under the deal, Praemium will also have access to the bank's extensive research, sales and ...

Mason Stevens expands fixed income, appoints SMA manager

MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
... appointment of Paul Wylie, whose role is to provide quantitative analysis on fixed income securities for retail fixed income SMAs. Wylie was previously head of credit solutions and strategic trading for Lloyds Banking Group and co-head of market risk ...

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... Australia and global markets, as a compelling partner for launching their first global SMA. PPM will be one of only two global SMAs on the Powerwrap approved product list," MacNally said. Powerwrap head of distribution Richard Carr said the platform ...

XTB expands retail offering, launches responsible SMA

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... will deliver what investors are looking for within the increasingly popular SMA structure," Martin said. XTB also has two SMAs on Praemium platforms and Macquarie's Investment Wrap; and are available on AMP North Super and Allocated Pension.

Powerwrap names new chief executive

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
... technology, customer service and institutional grade investment product the Powerwrap platform can lead the expansion into global SMAs," he said. "All Australian investors, particularly SMSF investors, are significantly underweight in global equities. ...

Shaw and Partners leverages success to grow SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... cap Australian equity growth, small/mid cap Australian equity and international equity. They are a blend of direct asset SMAs managed by the firm, ETFs and external managers including LICs. Shaw and Partners said the integrated approach is designed to ...

Smash the super status quo

ALEX BURKE  |  FRIDAY, 8 SEP 2017
Parametic managing director, research for Australasia Raewyn Williams believes the super industry is innovating way too incrementally. Describing herself as an "agent provocateur" to delegates at the Australian Institute of Superannuation Trustees Super ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
... capability they are now developing. Taking out the new participants from the MDA data gives annual growth rates of 25 to 30% for SMAs and MDAs," Potter said. Potter added that the results were modestly adjusted to reflect a small component of market ...

Managed accounts growth delivers strong Praemium result

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
... shareholder requisition that led to their removal. Ohanessian, who was reinstated in May, said the business' deliberate focus on SMAs and IMAs is bearing fruit and clients who have adopted the SMA platform are seeing greater productivity and profitability ...

Advice, ETFs and SMAs form powerful combination

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
Advice businesses seeking greater scalability stand to significantly benefit from the use of exchange-traded funds in separately managed accounts. Speaking at the Financial Standard ETF Forum in Melbourne yesterday, head of iShares Jon Howie told delegates ...