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Showing 91 - 100 of 125 results for "Investment administration"

Beulah seizes post-FOFA opportunity

ELISE BURGESS  |  WEDNESDAY, 14 SEP 2011
... which we managed on behalf of their clients." Beulah currently offers a managed account service with Investment Administration Services (IAS) using an in-house management approach and providing transparent portfolios to clients. The new model portfolio ...

Perpetual outsources central data hub

ELISE BURGESS  |  TUESDAY, 13 SEP 2011
... "Cadis has improved our ownership and management of our data," said Mark de Courcey, general manager investment administration at Perpetual. "We've achieved our goals for the first stage of the project. With Cadis' best practice approach, we can continue ...

Praemium renews with MSSB

LOREN RUGEBREGT  |  FRIDAY, 22 JUL 2011
... for wealth management firms to achieve business efficiency. "(It does this) through the use of modern investment administration and tax management functionality not available from the traditional wrap account and master trust providers," he said. Naoumidis ...

New port mgr for Equity Trustees

ELISE BURGESS  |  WEDNESDAY, 25 MAY 2011
... currently focusing on expanding the fund managers' portfolio management services including personal investment administration and advice, and total care services including power of attorney arrangements. Equity Trustees manages in excess of $4 billion ...

Mason Stevens signs dealer group MAs

ELISE BURGESS  |  WEDNESDAY, 23 MAR 2011
... investment managers with clients also able to construct their own equity portfolios. In related news, Investment Administration Services (IAS) has today announced it cut fees across all of its managed account services between five and ten per cent, further ...

Equity Trustees names head of wealth mgmt

ELISE BURGESS  |  TUESDAY, 22 MAR 2011
... will be responsible for expanding the fund managers' portfolio management services including personal investment administration and advice, and total care services including power of attorney arrangements. "With Australia's aging population, we anticipate ...

MDAs to expand SMSF footprint

ELISE BURGESS  |  TUESDAY, 15 MAR 2011
Managed discretionary accounts (MDA) operator, Investment Administration Services (IAS) has reported a surge in interest from adviser dealer groups over the last two years - particularly from those that cater for SMSFs. IAS enables advisers to manage ...

IAS pools $650m in managed accounts

ELISE BURGESS  |  MONDAY, 7 MAR 2011
Investment Administration Services (IAS) encourages both boutique and large dealer groups to embrace managed accounts as the firm's funds under administration (FUA) hits $650 million. IAS' private label discretionary portfolio services has exceeded ...

Kingston Capital signs on Powerwrap SMA

MEDIA RELEASE  |  FRIDAY, 26 NOV 2010
... managed funds for their clients," said Kingston Capital chief executive, Steve Thomson. Powerwrap provides investment administration services to the financial services market, and is able to configure and deploy customised wrap solutions for its wholesale ...

Rise of in-house fund mgmt a game changer

JOHN MCDULING  |  WEDNESDAY, 6 OCT 2010
... regulated superannuation fund and begin in-sourcing functions such as strategic investment advice and investment administration, which had previously been provided by QIC. A weaker relationship between QSuper and QIC raises questions around the latter's ...