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Showing 111 - 120 of 426 results for "Separately Managed Account"

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
Lifespan Financial Planning has launched 30 managed discretionary account model portfolios on BT Panorama. The portfolios will be available to Lifespan's advisers who use BT Panorama. Lifespan has over 250 advisers, the company said. The offering includes ...

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
... will also feature complete portfolio and investment management transparency, and the tax benefits of a separately managed account. Assets on the platform will be liquid and held in the client's name. J.P. Morgan and HSBC are custodians of the service. ...

Boutique welcomes operations chief

KARREN VERGARA  |  TUESDAY, 22 SEP 2020
A former executive of Lazard Asset Management has moved to a $10 billion Sydney-based boutique to lead its operations. Melanie McQuire is the new chief operating officer at Maple-Brown Abbott, responsible for the firm's operating and technology ...

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
Managed accounts assets continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19. The Institute of Managed Account Professionals' latest census found asset growth for the sector was stable, reaching $79.71 billion ...

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
Macquarie will transition pension members in its legacy SuperOptions product to a wrap style pension product, in a bid to lower administration fees and expand the investment offering. Macquarie closed the SuperOptions product to new members in June ...

Sydney boutique winds up fund

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
Redpoint Investment Management has wound up its industrials fund but will continue to offer it as the much-bigger model portfolio. The boutique decided to shutter its industrials fund (and equivalent mFund), saying it has not been able to grow the funds ...

Diversity screening option launched

ANNABELLE DICKSON  |  MONDAY, 27 JUL 2020
... investors broader approach to ESG and that now extends to diversity. Investor's stocks are held in a separately managed account allowing them to filter investments for major all ESG metrics.

Model portfolio growth up 70%

ELIZA BAVIN  |  MONDAY, 6 JUL 2020
... managed accounts hold an aggregate $65 billion as at the end of March 2020. A review of nearly 100 separately managed account (SMA) platforms revealed there are 1003 discrete model portfolios offered by 193 investment managers, research houses and financial ...