Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 161 - 170 of 426 results for "Separately Managed Account"

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 ...

Praemium enhances digital offering

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
Praemium is introducing paperless applications and digital acceptance, simplifying the financial advice process for both adviser and client. The platform said the addition of new features means Praemium is now offering a completely online solution. ...

MGP flags global search for COO and head of product

ALEX BURKE  |  FRIDAY, 2 FEB 2018
In an investor update Managed Accounts Holdings (MGP) noted it is looking to fill the budgeted positions of chief operating officer and head of product, with the latter expected to finalise in February. MGP explained the COO role will be based in Melbourne ...