Search Results | Showing 131 - 140 of 147 results for "Portfolio Solutions" |
| | | ... 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 ... |
| | | | ... (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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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