Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 111 - 120 of 283 results for "SMAs"

Macquarie Wrap SMAs accrue landmark FUM

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... clients, and we're continuing to invest in our platform to ensure we remain at the forefront of the market." He added that SMAs, with their streamlined and consolidated approach to portfolio management, afford clients all the benefits of traditional ...

Not all heroes wear capes

EMMA RAPAPORT  |  MONDAY, 11 DEC 2017
An avocado-themed 'super' hero is telling millennials it's okay to eat smashed avo for breakfast as long as they consolidate their duplicate superannuation accounts. 'CADO', a newly launched animated bot from research and consumer group CHOICE, says ...

NAB boutique appoints distribution director

ALEX BURKE  |  THURSDAY, 7 DEC 2017
... milestone of $1 billion in funds under management across its separately managed accounts model portfolios. "We've been running SMAs now since 2009, and in the last few years we've really seen a significant increase in their popularity, particularly in ...

Managed accounts here for the long haul

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... "The liquidity side of things and trading capabilities are becoming increasingly important for us. The massive growth in SMAs has seen it go from a broad retail-oriented trading environment into an [almost] institutional environment where block trades ...

J.P. Morgan wins SMA custody mandate

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... billion platform. Following a competitive tender process, Praemium has appointed the bank and will now offer international SMAs through the J.P. Morgan platform. Under the deal, Praemium will also have access to the bank's extensive research, sales and ...

Mason Stevens expands fixed income, appoints SMA manager

MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
... appointment of Paul Wylie, whose role is to provide quantitative analysis on fixed income securities for retail fixed income SMAs. Wylie was previously head of credit solutions and strategic trading for Lloyds Banking Group and co-head of market risk ...

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... Australia and global markets, as a compelling partner for launching their first global SMA. PPM will be one of only two global SMAs on the Powerwrap approved product list," MacNally said. Powerwrap head of distribution Richard Carr said the platform ...

XTB expands retail offering, launches responsible SMA

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... will deliver what investors are looking for within the increasingly popular SMA structure," Martin said. XTB also has two SMAs on Praemium platforms and Macquarie's Investment Wrap; and are available on AMP North Super and Allocated Pension.

Powerwrap names new chief executive

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
... technology, customer service and institutional grade investment product the Powerwrap platform can lead the expansion into global SMAs," he said. "All Australian investors, particularly SMSF investors, are significantly underweight in global equities. ...

Shaw and Partners leverages success to grow SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... cap Australian equity growth, small/mid cap Australian equity and international equity. They are a blend of direct asset SMAs managed by the firm, ETFs and external managers including LICs. Shaw and Partners said the integrated approach is designed to ...