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Showing 131 - 140 of 270 results for "Separately Managed Accounts"

2018 Financial Standard Investment Leadership Awards

JOHN DYALL  |  FRIDAY, 22 DEC 2017
... there. These product sets will increasingly be compared to managed account investment solutions such as separately managed accounts (SMA), model portfolios and more bespoke managed discretionary accounts (MDA). And while these newer channels may for ...

Financial Standard names Investment Leadership Award winners

KARREN VERGARA  |  FRIDAY, 15 DEC 2017
... there. These product sets will increasingly be compared to managed account investment solutions such as separately managed accounts (SMA), model portfolios and more bespoke managed discretionary accounts (MDA)," Dyall said. "And while these newer channels ...

NAB boutique appoints distribution director

ALEX BURKE  |  THURSDAY, 7 DEC 2017
... said. Earlier in the year, Antares hit a 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 ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... appointed to provide custody and equities execution services to the $7 billion platform's international separately managed accounts business. As part of the deal, Praemium will have access to the bank's research, sales and trading execution through its ...

J.P. Morgan wins SMA custody mandate

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... J.P. Morgan will provide custody and equities execution services to support the new international separately managed accounts business of a $7 billion platform. Following a competitive tender process, Praemium has appointed the bank and will now offer ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... impacts on PI cover. An adviser using managed discretionary accounts, individually managed accounts, separately managed accounts or their own managed investment schemes can potentially open up a can of worms as the distinction between whether you're ...

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... accounts to date, PPM cited demand for an experienced active global equities manager from users of separately managed accounts as a driving force behind the launch of the new PPM Global Growth SMA. Available via Powerwrap, the Global Growth Model is ...

Praemium grows SMA options

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Praemium expanded its separately managed accounts offering, adding 16 new model portfolios. The $4.3 billion platform has added eight models with Shaw and Partners, four with Joseph Palmer, three with State Street and one Evans and Partners model. This ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
... MDAs increasing by $6.64 billion (39.71%) to now total $16.72 billion. For comparison, the funds in separately managed accounts reached $13.9 billion, only accounting for $1.54 billion of overall growth. Other services such as IDPS schemes grew by 5.94% ...

Managed accounts growth delivers strong Praemium result

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
... increase in asset inflows, totaling $1.9 billion. The Australian business saw a 29% growth in its separately managed accounts to $3.87 billion, attributed in part to a 41% increase in the number of SMA investor accounts. In addition, its retail superannuation ...