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Showing 101 - 110 of 283 results for "SMAs"

Managed accounts expert expands new platform

KARREN VERGARA | WEDNESDAY, 11 JUL 2018

... the market to enable advisers to access global investments via managed accounts solutions. The platform administers IMAs, SMAs and MDAs and helps advisers structure clients' money in a flexible and customisable way, he added. Storm said having worked ...

Praemium signs wealth management heavyweight

KANIKA SOOD | TUESDAY, 5 JUN 2018

... offerings, raking in 47% higher revenues in the first half of FY18 as compared to H1 FY17, Financial Standard reported on May 30. SMAs were the top contributor jumping from $8 million in revenue to about $12 million. The numbers follow Praemium's ...

SMAs leading growth at Praemium

KANIKA SOOD | WEDNESDAY, 30 MAY 2018

... presentation signed by chief executive Michael Ohanessian, who has also recently been reinstated to the firm's board. SMAs were the top contributor jumping from $8 million in revenue to about $12 million. The numbers follow Praemium's push to ...

Asset manager welcomes new hires

JAMIE WILLIAMSON | TUESDAY, 29 MAY 2018

... for our RE services. We believe having a third party RE assists financial planning groups when they begin developing their SMAs and Alan will assist with that build," he said. Ironbark also appointed a new strategic accounts and research relationship ...

Thematic SMAs on the rise

JAMIE WILLIAMSON | WEDNESDAY, 16 MAY 2018

... diversification but also achieve a higher yield than is available from global ETFs and managed funds," Macrovue said. All three SMAs are available via Praemium and incur an investment management of 80 basis points. They are free from performance fees. ...

SMA provider to award $20m mandate

DARREN SNYDER | TUESDAY, 15 MAY 2018

... but with a twist. Agentia is working with portfolio construction consultancy InvestSense to reshape its Australian equities SMAs. It will restructure the SMAs as core plus investment portfolios and move from four fund managers to two. Although the concept ...

Praemium expands global SMA offering

JAMIE WILLIAMSON | TUESDAY, 10 APR 2018

... their clients with the greatest choice of quality portfolios from high-calibre managers." Praemium first launched global SMAs in January, adding international models from the likes of Arnhem Investment Management, Joseph Palmer & Sons and Watershed.

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON | MONDAY, 9 APR 2018

... comprising high conviction growth stocks; and the CFSGAM Ex-20 Australian Share Portfolio, investing in the S&P/ASX 300. The SMAs provide advisers and clients with direct access to the share market while retaining the active stock selection and risk ...

AMP introduces SMA range

JAMIE WILLIAMSON | MONDAY, 12 MAR 2018

... making a suite of separately managed portfolios available to users of its platforms. Known as MyNorth Managed Portfolios, 12 SMAs have been added to AMP's superannuation, pension and investment platforms and products including MyNorth, North, Summit ...

Praemium SMAs go global

JAMIE WILLIAMSON | MONDAY, 29 JAN 2018

... international exposure, with its Australia+ and Global Growth portfolios now on Praemium SMA. "We believe Arnhem's global SMAs are genuinely differentiated from traditional global portfolios, offering access to high-growth industries and companies not ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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