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Showing 101 - 110 of 217 results for "separately managed accounts"

DNR Capital fund scores 'Recommended' rating

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
... Australian Equities High Conviction strategy that was previously only available through DNR Capital's separately managed accounts (SMAs) and individually managed accounts (IMAs). "The fund offers investors a concentrated exposure to Australian equities ...

ClearView adds annuities to wrap

MARK SMITH  |  MONDAY, 11 JUL 2016
... annuities follows on from WealthSolutions' upgrade to its popular implemented model solutions, adding separately managed accounts (SMAs) to its investment platform in October 2015. ClearView Wealth specialises in life insurance, wealth management and ...

XTBs and SMAs a good match

DARREN SNYDER  |  WEDNESDAY, 22 JUN 2016
Exchange traded bond units inside separately managed accounts are addressing previous investor portfolio inefficiencies and allowing a greater ability to deliver outcomes-based investment models. Australian Corporate Bond Company chief executive Richard ...

OneVue partners with NYC manager to launch innovation SMA

ALEX BURKE  |  MONDAY, 20 JUN 2016
... with high growth potential." Working with ARK Investment Management, OneVue will add global equity separately managed accounts (SMAs) to its platform, giving Australian investors access to international companies that "deliver superior long-term capital ...

SMSFs have cash top of mind

DARREN SNYDER  |  TUESDAY, 10 MAY 2016
... class in investments held by its SMSF investors. The top three are managed funds (unitised trusts), separately managed accounts (SMAs), and listed shares. OneVue said investment in cash and term deposits by SMSF investors increased by 2.7% to 19.9% in ...

OneVue launches international equities capability

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
OneVue has launched an international equities capability for its separately managed accounts (SMA) service in a bid to meet growing demand for access to global trading markets. The launch allows advisers and investors to access separately managed accounts ...

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
... accounts solution is starting to bear fruit. Their funds under management has increased and their separately managed accounts (SMAs) are now available on two major platforms (Macquarie and netwealth). The group's admin staff and investment team have ...

Wealth forecasting engine announces Infocus as first client

DARREN SNYDER  |  MONDAY, 7 MAR 2016
... life stages. Assets invested through Infocus' direct-to-consumer advice solution will be invested in separately managed accounts (SMAs) offered by Ibbotson Associates Australia. Infocus Wealth Management managing director Rod Bristow said in addition ...

Lonsec Research appoints new CEO

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
... metrics - BIOmetrics. The business has also broadened its research coverage to include ratings on separately managed accounts, listed invested companies and mFunds, as well as keeping pace with the expanding exchange traded fund (ETF) universe.

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
... across the sector there are now almost 350 model portfolios available to investors through either Separately Managed Accounts, Individually Managed Accounts, Discretionary Managed Accounts and the fully flexible Universal Managed Account structure. These ...