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Showing 91 - 100 of 379 results for "Separately Managed Account"

Praemium signs new SMA deal

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
... customised portfolio solution. Pitcher Partners' Brisbane office has selected Praemium to provide a new separately managed account service; with Praemium saying the deal gives Pitcher Partners "the ultimate flexibility", to create custodial and non-custodial ...

Multi-asset SMA launches

KARREN VERGARA  |  TUESDAY, 14 MAY 2019
A new managed accounts provider has launched a private label, multi-asset separately managed account. Sydney-based investment research and managed accounts firm, Resonant Asset Management, has made the SMA available to financial advisers and dealer ...

Morgan Stanley extends platform partnership

KANIKA SOOD  |  THURSDAY, 28 MAR 2019
... utilised our non-custodial VMA service for over a decade and then expanding last year to include our separately managed account (SMA) custodial platform." "From April, Morgan Stanley will also add a range of single investment assets to their menu, enabling ...

Channel Capital head of retail departs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
The head of retail distribution at the $12 billion multi-boutique has jumped ship to another fund manager and the role has been dissolved. Leeshen Chanique worked at Channel Capital for four years, most recently leading the retail/wholesale distribution ...

BT launches new managed accounts offerings

HARRISON WORLEY  |  MONDAY, 21 JAN 2019
... product Rodney Greenhalgh said Panorama's latest managed accounts options would be structured as a separately managed account, and said CoreSeries would offer investors transparency, trading efficiencies and a straightforward fee structure. BT said it ...

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
Next month Praemium will roll out major upgrades to its integrated managed accounts platform for advisers and investors. Praemium has upgraded the technology, the coverage of the managed accounts, coverage of investments and user functionality, the ...

Praemium renews Asgard contract

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
... retains a minimum value of $3 million per year. Other contracts Praemium has secured in 2018 include new separately managed account (SMA) partnerships with Thornton Group, Advisory Partners and Providence Wealth. In July, broking and wealth management ...

Hedge funds fall out of favour with instos: Report

KARREN VERGARA  |  FRIDAY, 9 NOV 2018
New EY research shows investors are turning away from hedge funds and looking to private equity assets to uphold their alternatives portfolio. While hedge funds currently have the lion's share (40%) of institutional investors' alternatives portfolios ...

Managed accounts provider replaces Praemium

KANIKA SOOD  |  FRIDAY, 2 NOV 2018
A managed accounts provider is replacing its Praemium-powered separately managed accounts (SMA) with a new solution, lowering fees. InvestSMART is transitioning about $100 million of client money from its Praemium SMAs to a new professionally managed ...

Mason Stevens launches global equity SMA

KARREN VERGARA  |  MONDAY, 8 OCT 2018
Mason Stevens has launched a global equity separately managed account within its investment and administration service. Franklin Templeton Investments Australia's Franklin Concentrated Global Equity Ex-Australia Model Portfolio SMA suits investors seeking ...