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Showing 141 - 150 of 425 results for "Separately managed account"

BT launches new managed accounts offerings

HARRISON WORLEY  |  MONDAY, 21 JAN 2019
... product Rodney Greenhalgh said Panorama's latest managed accounts options would be structured as a separately managed account, and said CoreSeries would offer investors transparency, trading efficiencies and a straightforward fee structure. BT said it ...

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
Next month Praemium will roll out major upgrades to its integrated managed accounts platform for advisers and investors. Praemium has upgraded the technology, the coverage of the managed accounts, coverage of investments and user functionality, the ...

Praemium renews Asgard contract

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
... retains a minimum value of $3 million per year. Other contracts Praemium has secured in 2018 include new separately managed account (SMA) partnerships with Thornton Group, Advisory Partners and Providence Wealth. In July, broking and wealth management ...

Hedge funds fall out of favour with instos: Report

KARREN VERGARA  |  FRIDAY, 9 NOV 2018
New EY research shows investors are turning away from hedge funds and looking to private equity assets to uphold their alternatives portfolio. While hedge funds currently have the lion's share (40%) of institutional investors' alternatives portfolios ...

Managed accounts provider replaces Praemium

KANIKA SOOD  |  FRIDAY, 2 NOV 2018
A managed accounts provider is replacing its Praemium-powered separately managed accounts (SMA) with a new solution, lowering fees. InvestSMART is transitioning about $100 million of client money from its Praemium SMAs to a new professionally managed ...

Mason Stevens launches global equity SMA

KARREN VERGARA  |  MONDAY, 8 OCT 2018
Mason Stevens has launched a global equity separately managed account within its investment and administration service. Franklin Templeton Investments Australia's Franklin Concentrated Global Equity Ex-Australia Model Portfolio SMA suits investors seeking ...

BTFG to boost managed account capability

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
... clients has also increased by 195%, the group said. This was due, in part, to the launch of seven new separately managed account solutions which brought in about $240 million in new flows. BTFG now offers 48 different managed portfolios from eight different ...

Praemium picks up new SMA partners

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
Three advisory groups have partnered with Praemium, moving to its integrated managed accounts solution. Thornton Group, Advisory Partners and Providence Wealth have partnered with Praemium for separately managed accounts. It continues the firm's recent ...

Mainstream co-founder becomes non-exec chair

HARRISON WORLEY  |  WEDNESDAY, 22 AUG 2018
... of "a number of" Mainstream's wholly owned subsidiaries. Earlier this month Mainstream announced a separately managed account investment solution, which the company said would be its official entry into digital services targeted at financial advisers. ...

Mainstream enters SMA market

KANIKA SOOD  |  TUESDAY, 14 AUG 2018
Mainstream Group is launching a separately managed account investment solution, one which the company says is its official entry into digital services targeted at financial advisers. The SMA solution will be initially launched in Australia. It will ...