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Showing 91 - 100 of 270 results for "Separately Managed Accounts"

AMP Capital invests in UK port

KARREN VERGARA  |  THURSDAY, 26 NOV 2020
... with an additional US$1 billion in co-investment rights and another US$1.2 billion from investors in separately managed accounts, according to Infrastructure Investors' March 2020 report. The report ranked AMP Capital, with a total of US$10.9 billion ...

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
... couple of years, we developed an integrated managed accounts platform so advisers can access custodial separately managed accounts (SMAs) and individually managed accounts (IMAs) on the platform, and have integrated reporting of non-custodial investments ...

Clime partners with asset consultant

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... asset allocation advice and assisting in selecting managers for the managed fund component of Clime's separately managed accounts. The appointment comes as Clime sees an increased demand for its multi-asset managed account portfolios which use Clime's ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Aberdeen Standard Investments has added two financial planning firms to its separately managed accounts (SMA) service. Futuro Financial Services and Profusion Planning have joined the SMA service, which has goals-based models and manages 18 multi-asset ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... discretionary account services (MDAs) take the lion's share of FUM with $35.28 billion followed by separately managed accounts (SMAs) at $28.06 billion. ASIC was expected to put out a consultation paper on MDAs last year but in March this year, said ...

Boutique welcomes operations chief

KARREN VERGARA  |  TUESDAY, 22 SEP 2020
... operating officer for a global investment firm and equities product manager, as well as her work with separately managed accounts," Rahmani said.

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... discretionary account services (MDAs) take the lion's share of FUM with $35.28 billion followed by separately managed accounts (SMAs) at $28.06 billion. Commenting on the market volatility for the period, Milliman head of capital markets for AustraliaVictor ...

New sales lead at ethical manager

ELIZABETH MCARTHUR  |  MONDAY, 7 SEP 2020
An ethical fund manager with a new range of separately managed accounts has appointed a sales lead. Ethical Funds Management has appointed Peter Evans to the role of business development manager for their range of SMAs. Evans comes from BNP Paribas ...

Macquarie to transfer legacy pension product

KANIKA SOOD  |  MONDAY, 10 AUG 2020
... will also get more than 1600 investment options (managed funds, listed securities, term deposits, separately managed accounts) and improved features such as online access for account balances, it said. Any ongoing adviser fees currently in place for ...

Sydney boutique winds up fund

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... $151.8 million in total assets and has been running since April 2015, which are offered by multiple separately managed accounts (SMA) platforms. Redpoint was established in 2011 and managed about $10 billion for institutional and retail clients. GSFM ...