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Showing 141 - 150 of 175 results for "Managed portfolios"

IOOF behind HUB24 buyout offer

LAURA MILLAN  |  WEDNESDAY, 14 OCT 2015
... capability which will allow investment managers, advisers and their clients to access international equities within managed portfolios. "This new offering is expected to increase HUB24's market leadership position in the provision of managed portfolios," ...

Lonsec launches investment solutions division

MARK SMITH  |  TUESDAY, 6 OCT 2015
... selection process. A first priority of Lonsec Investment Solutions will be to look at ways to broaden its suite of managed portfolios - through both increasing the number of managed account platforms its managed fund and listed model portfolios are available ...

BTFG adds managed funds to platform

LAURA MILLAN  |  WEDNESDAY, 9 SEP 2015
... wholesale managed funds. This will allow advisers to buy and sell managed funds, invest in cash, term deposits and managed portfolios. "People want flexible, intuitive, comprehensive systems that allow them to view and manage a complete picture of their ...

Perpetual Private hires two analysts

MARK SMITH  |  MONDAY, 4 MAY 2015
... In May 2014 Perpetual Private launched the Implemented Portfolio Series, giving clients access to actively managed portfolios of global equities, Australian equities, fixed interest and listed property strategies. Since launch, the funds have accumulated ...

BT adds managed funds to platform

LAURA MILLAN  |  THURSDAY, 19 MAR 2015
... which in the future will also offer individual equities and advanced portfolio management for advisers. BT Managed Portfolios will offer advisers and their clients a simple way to access shares, managed funds and cash through a range of professionally ...

HUB24 sets up white label platform for Wilson HTM

STAFF WRITER  |  MONDAY, 16 MAR 2015
... accounts (SMAs), as well as access to Wilson HTM's internal research and portfolio construction expertise to offer managed portfolios. The two companies are looking to expand their relationship and are contemplating the potential development of other ...

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
... compliance within the solution. The dealership set up an eight person investment committee that constructed 23 managed portfolios, including five managed fund-only portfolios targeted at advisers who want to provide their clients only with managed fund ...

HUB24 FUA reaches $1.4 billion

ALEX BURKE  |  THURSDAY, 26 FEB 2015
... announced. It expects FUA to reach $3 billion by end-2016, based on its leadership position in the growing SMA and managed portfolios sectors - currently 45% of its FUA is invested in these areas. Revenue from its investment and superannuation platform ...

Hub24 keeps growth pace in Q2

LAURA MILLAN  |  TUESDAY, 20 JAN 2015
... billion on December 31, 2015. Over the last few months the platform has added new investment options across managed portfolios, managed funds, exchanged traded funds (ETFs) and listed investment companies. New options include ING Direct 3 month, 6 month ...

FEATURE: Have we reached the tipping point for managed accounts?

MARK SMITH  |  FRIDAY, 15 AUG 2014
... in this country as an alternative to managed funds. Like managed funds, managed accounts are professionally managed portfolios of directly held investments. What sets the managed account structure apart is that the underlying investment assets are beneficially ...