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Showing 131 - 140 of 147 results for "Portfolio Solutions"

SMSFs targeted with UMA launch

MATT WOODINGTON  |  WEDNESDAY, 30 MAR 2011
... Partners Group, launches unified managed account solution aimed at high net worth clients and SMSFs. The Adviser Portfolio Solutions Managed Account Service, created in conjunction with Multiport to assist with direct investing, features seven model ...

IAS pools $650m in managed accounts

ELISE BURGESS  |  MONDAY, 7 MAR 2011
... (SMA) approaches where specific managers run a specific model portfolio, with the firm focused on delivering portfolio solutions across asset classes and a broad range of assets through a managed account. "We find a lot of boutique financial planning ...

Zenith wins four fin planning mandates

RUTH LIEW  |  FRIDAY, 26 NOV 2010
... committee," he said. The Wilson HTM mandate is based on a 12-month rolling contract, said Nicoll. Meanwhile, DFS Portfolio Solutions appointed Zenith to its Investment Advisory Board last week. Zenith will provide services to complement DFS' internal ...

BlackRock to develop super SMA

JOHN MCDULING  |  WEDNESDAY, 29 SEP 2010
... superannuation version of its customised portfolio service next year. James Langlands, co-head of customised portfolio solutions at BlackRock told Financial Standard that its plans to launch a super SMA had been made in response to significant demand ...

Select appoints head of strategic accounts

MEDIA RELEASE  |  MONDAY, 30 AUG 2010
... alliances for TFSA Holdings, has joined Select Asset Management as head of strategic accounts, Customised Portfolio Solutions. Walsh will be responsible for offering the Customised Portfolio Solutions service with selected dealer groups. He has over ...

Guardian launches wrap platform

PRESS RELEASE  |  WEDNESDAY, 16 JUN 2010
Guardian Financial Planning has launched Vantage Portfolio Solutions, a platform that gives investors, who have reached their super contribution limit, an alternative channel for their savings. The wrap platform is a white label version of Colonial ...

Select looks to sign on six dealer groups

RUTH LIEW  |  MONDAY, 22 MAR 2010
Select Asset Management is in talks with six dealer groups looking to use the firm's Customised Portfolio Solutions (CPS). Andrew Fairweather, chief executive of Select Asset Management, said the firm had around six to seven dealer groups in the discussion ...

... and unveils direct shares on platform

COMPANY RELEASE  |  THURSDAY, 27 AUG 2009
... shares functionality to the Pursuit Select platform. Nick Everingham, head of product and marketing at IOOF Portfolio Solutions, said adding direct share capability was one of the biggest addition to the platform the firm has made yet. "With direct shares ...

Finovia opts for Select

COMPANY RELEASE  |  THURSDAY, 7 MAY 2009
... strategic financial advisory business established last year appointed Select as the manager of the Finovia Portfolio Solutions. Launched on March 15th, the Finovia Defensive Portfolio, the Finovia Balanced Portfolio and the Finovia Growth Portfolio (the ...

IOOF Pursuit to reach $1bn FUA milestone

MICHAEL HOBBS  |  THURSDAY, 27 NOV 2008
... multiple super accounts. But getting to the billion-dollar mark didn't come easy, said John Billington, IOOF Portfolio Solutions general manager. "When we first launched the Pursuit product two years ago, there were many people in the industry that believed ...