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Showing 161 - 170 of 428 results for "Separately Managed Account"

SMAs leading growth at Praemium

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
Praemium's separately managed accounts business is leading the pack among its offerings, raking in 47% higher revenues in the first half of FY18 as compared to H1 FY17. Collectively the company's product offerings brought in revenue of $21.5 ...

Thematic SMAs on the rise

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
A thematic international investment house partnered with a $110 billion platform to provide access to several separately managed accounts. Praemium has added three themed global share portfolios from Macrovue; the Macroevue Car of the Future Concentrated ...

SMA provider to award $20m mandate

DARREN SNYDER  |  TUESDAY, 15 MAY 2018
A separately managed account provider will soon award a $15-20 million Australian equities mandate to a high conviction manager, but with a twist. Agentia is working with portfolio construction consultancy InvestSense to reshape its Australian equities ...

Trustee services provider appoints new chair

ALEX BURKE  |  TUESDAY, 15 MAY 2018
... Madison's OneVue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios.

Praemium appoints managed accounts expert in new role

JAMIE WILLIAMSON  |  MONDAY, 23 APR 2018
... position as the leading managed-account platform provider in the market with more than $7.5 billion in separately managed account funds under administration," Praemium head of product and marketing Mat Walker said. "Steve's appointment is another example ...

Trustee services provider buys advice group

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... licensee, Madison's OneVue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios. Established in 2016, Trustee Partners owns Tidswell Financial, the trustee behind Spaceship ...

SMSF expert joins boutique investment house

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
A self-managed superannuation industry stalwart has taken on a board advisory role with a boutique funds management firm. Former SMSF Association chief executive Andrea Slattery will advise the board of fund manager and individually managed account ...

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
Three separately managed accounts from Colonial First State Global Asset Management are now available exclusively on the FirstWrap platform. Users of FirstWrap can now access the CFSGAM Top 20 Index Portfolio, designed to achieve performance similar ...

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... managed accounts sector into three strategic segments. The first is managed accounts that comprise separately managed account (SMA) investment options which hold $17 billion or 30% of the market. The second is managed accounts that are essentially IDPS ...

Hunter Hall veteran launches new business

ALEX BURKE  |  MONDAY, 5 MAR 2018
... at Hunter Hall. Andaz will not use unit trusts or LICs; instead, the company will focus entirely on separately managed account solutions. Chan said this will give investors certainty and transparency, ownership of underlying assets and access to investment ...