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Showing 101 - 110 of 263 results for "Separately managed accounts"

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... BTFG said further enhancements are scheduled over the coming quarter - including enabling the use of separately managed accounts (SMAs) within other SMA models and broadening the managed fund fee rebate capability across all managed account offers.

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... platform solution as it aims to rid itself of product conflicts. The Privilege Managed Account is a separately managed accounts platform made up of seven model portfolios. These were offered to clients through HUB24 and are owned by CountPlus-owned licensee ...

Channel Capital head of retail departs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... retail space is actually becoming more institutionalised, with things like model portfolios, core separately managed accounts and private banks," King said. "So we will look to hire distribution people at director level, with some markets background ...

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
... said. "Effectively it combines non-custody [virtually managed accounts] and custody based [such as separately managed accounts] managed accounts services," he said. Praemium chief executive Michael Ohanessian said the new platform will allow the company ...

Hedge funds fall out of favour with instos: Report

KARREN VERGARA  |  FRIDAY, 9 NOV 2018
... Hedge fund managers are appeasing these needs by increasing or planning to increase the number of separately managed accounts (SMAs) and funds they offer. On the artificial intelligence front, nearly three times as many hedge fund managers are using ...

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 ...

Praemium picks up new SMA partners

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... solution. Thornton Group, Advisory Partners and Providence Wealth have partnered with Praemium for separately managed accounts. It continues the firm's recent growth which saw it pass $5.5 billion in SMA funds under administration. Thornton Group director ...

Mason Stevens renews custodian

KANIKA SOOD  |  FRIDAY, 10 AUG 2018
... the next five years. The eight-year-old managed accounts provider started to expand its offerings of separately managed accounts and fixed income with two major appointments last year. Commenting on the custodian renewal announced today, Mason Stevens ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... offers managed accounts to its clients. On a smaller scale but just as significant, Praemium saw its separately managed accounts (SMAs) deliver $12 million in first-half revenues, up 47% compared to the same period last year. Meanwhile, newly-listed ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
... Stockbroking to provide portfolio based reporting solutions. Morgan Stanley went live with Praemium's separately managed accounts (SMA) technology this month, strengthening a relationship that spans 13 years in which originally provided performance ...