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Showing 131 - 140 of 425 results for "Separately managed account"

Zurich launches new SMA

KRISTI CHENG  |  MONDAY, 9 SEP 2019
Zurich Investments has launched a new separately managed account focused on global growth opportunities, which will be available on the HUB24 platform. The Zurich Investments Global Growth Opportunities SMA offers financial advisers the opportunity ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
A Sydney small caps boutique has signed an exclusive retail distribution agreement with Zurich Investments and has also won the mandate to manage Zurich's $60 million small companies fund. Zurich Investments will now be the sole distributor of the ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Patersons Securities has launched its first separately managed account offerings. The stockbroking and wealth management firm released two SMA models this week. The models had previously been run by Patersons as in-house model portfolios. It is the ...

Ariel Investments promotes president

KARREN VERGARA  |  MONDAY, 22 JUL 2019
Ariel Investments has promoted its long-serving president to co-chief executive as part of its succession plan. Mellody Hobson is now president and co-chief executive of the Chicago-based fund manager. Since taking on the new title in July, Hobson is ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
BT Panorama has exceeded $20 billion in funds under administration and boosted platform functionality. In July 2018, BT introduced simple open platform pricing for BT Panorama and since then the platform has enjoyed 78% growth, BT Financial Group said. ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
CountPlus has offloaded the investment management of its SMA platform solution as it aims to rid itself of product conflicts. The Privilege Managed Account is a separately managed accounts platform made up of seven model portfolios. These were offered ...

Praemium signs new SMA deal

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
... customised portfolio solution. Pitcher Partners' Brisbane office has selected Praemium to provide a new separately managed account service; with Praemium saying the deal gives Pitcher Partners "the ultimate flexibility", to create custodial and non-custodial ...

Multi-asset SMA launches

KARREN VERGARA  |  TUESDAY, 14 MAY 2019
A new managed accounts provider has launched a private label, multi-asset separately managed account. Sydney-based investment research and managed accounts firm, Resonant Asset Management, has made the SMA available to financial advisers and dealer ...

Morgan Stanley extends platform partnership

KANIKA SOOD  |  THURSDAY, 28 MAR 2019
... utilised our non-custodial VMA service for over a decade and then expanding last year to include our separately managed account (SMA) custodial platform." "From April, Morgan Stanley will also add a range of single investment assets to their menu, enabling ...

Channel Capital head of retail departs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
The head of retail distribution at the $12 billion multi-boutique has jumped ship to another fund manager and the role has been dissolved. Leeshen Chanique worked at Channel Capital for four years, most recently leading the retail/wholesale distribution ...