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Showing 1021 - 1030 of 1072 results for "Separately"

Next signs with Bravura again

HAMISH MADDEN | WEDNESDAY, 9 MAY 2007

... Complete Investment Manager (CIM) administration solution, powering their individually managed accounts (IMAs) and separately managed accounts (SMAs). "Next Financial has an excellent pre-existing relationship with Bravura. Over the past three years ...

AFS increases stake in Salisbury

CHRIS NICHOLLS | THURSDAY, 26 APR 2007

... follows a 39.7 per cent shareholding buyback from Zurich in April 2006. Each dealer group will continue to operate separately under their respective brands, but gain benefits in collective buying power and economies of scale. "The buy-back provided the ...

Simpler super needs complex planning

ALEX DUNNIN | THURSDAY, 19 APR 2007

... fund accounts so the various contribution and concession types can be combined, otherwise the amounts will be treated separately. Other aspects not everyone might appreciate is how things change after 1 July. "After 1 July if I'm in an accumulation phase ...

Advisers waiting for better SMAs: survey

Local separately managed accounts (SMA) providers have to offer more products and more features before SMAs could become mainstream, according to an Investment Trends survey. Research firm Investment Trends has finished the first part of a dual survey ...

Praemium expands SMA reach into UK with Capita

ALEX DUNNIN | THURSDAY, 22 MAR 2007

Managed accounts technology provider Praemium, through its UK subsidiary, has signed a deal with Capita to offer separately managed accounts (SMAs) to UK independent financial advisers, wealth managers and financial institutions. SMAs are like super ...

ANZ reshuffles key management

... Pacific region is coming back to Australia for family reasons. While ANZ said they will announce Hornery's new role separately, it has promoted its current managing director in private banking, Michael Saadie, to take his place. In his new appointment ...

BlackRock gets rolling with Citi

BlackRock Australia scored a coup when they signed up Citigroup to their separately managed accounts (SMA) product, a deal that will make their SMA available to a market of over 100 dealer groups or around 120,000 client accounts at a stroke. It's like ...

DFS fee model a winner

... anytime they want and that's fine. It's only when we have to do the work where we would charge the administration fees separately and the service fees," said Krithis. Like other dealer groups, DFS rebates clients any commission or payment received for ...

Macq's the new kid on the SMA block

The private portfolio arm of Macquarie will begin offering separately managed accounts (SMAs) from April this year, joining the growing crowd of SMA providers hitting the market since BlackRock (formerly Merrill Lynch) launched its version a year ago. ...

ING OneAnswer launches new adviser fee choices

... clients automatically, as opposed to the more traditional method where the adviser has to do the rebates manually or separately for each individual investor. The new option also allows advisers and their clients to choose between four different adviser ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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