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Showing 131 - 140 of 263 results for "Separately managed accounts"

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 ...

Advice, ETFs and SMAs form powerful combination

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
... seeking greater scalability stand to significantly benefit from the use of exchange-traded funds in separately managed accounts. Speaking at the Financial Standard ETF Forum in Melbourne yesterday, head of iShares Jon Howie told delegates that viewing ...

Platform provider grows SMA menu

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
A platform provider has added two new managers to its separately managed accounts menu, offering advisers and their clients access to a greater range of retail managed accounts. The Netwealth menu now includes SMA portfolios from Elston Asset Management ...

Aussie large cap funds underperforming: Research

KARREN VERGARA  |  TUESDAY, 4 JUL 2017
... than not produce positive excess returns. The report also found large cap Aussie shares offered via separately managed accounts, namely on the Netwealth, Powerwrap, BT Panorama, Praemium and OneVue platforms have many advantages. SMAs are attractive ...

ANZ Wealth adds SMAs to platform

DARREN SNYDER  |  WEDNESDAY, 31 MAY 2017
ANZ Wealth is introducing Separately Managed Accounts as part of its Grow Wrap investment platform with the aim to provide greater flexibility for investors. Under the move, ANZ Wealth will introduce 13 new Separately Managed Accounts (SMAs) to professionally ...

New CFO for Vanguard Australia

JAMIE WILLIAMSON  |  MONDAY, 8 MAY 2017
... accounting, administration and transfer agency services for Vanguard Australia's managed funds and separately managed accounts. "Johanna brings valuable experience to Vanguard Australia at a time when our sustained growth sees us serving an increasing ...

Macquarie boosts AUM, earnings flat

KARREN VERGARA  |  FRIDAY, 5 MAY 2017
... than 7000 advisers and clients in its network. Last year, the platform added 63 managed funds and 29 separately managed accounts (SMA). Some 75 SMAs are offered on Macquarie Wrap from 18 investment managers. Income for its life insurance business meanwhile ...

CFS knuckles down on managed accounts

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
... advisers and their clients, CFS engaged global technology provider IRESS to launch a further suite of separately managed accounts on the platform in May 2017. "We believe IRESS has the best technology in terms of portfolio implementation. We were keen ...