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Showing 171 - 180 of 428 results for "Separately Managed Account"

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 ...

Praemium SMAs go global

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
Praemium has added international model portfolios to its suite of separately managed accounts on the back of growing demand from financial advisers and their clients for global diversification. International models from managers including Arnhem Investment ...

Macquarie Wrap SMAs accrue landmark FUM

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
In just three years Macquarie Wrap's separately managed accounts have amassed more than $1 billion in funds under administration. Reflecting strong interest from advisers and clients seeking flexibility and efficiency, Macquarie Wealth Management head ...

Powerwrap, OneVue vets join MGP

JAMIE WILLIAMSON  |  MONDAY, 1 JAN 2018
Managed Account Holdings is welcoming a former Powerwrap sales lead and a former head of compliance from OneVue as it continues to capitalise on its acquisition of Linear. Richard Carr has joined MGP as a business development manager to aid the growth ...

2018 Financial Standard Investment Leadership Awards

JOHN DYALL  |  FRIDAY, 22 DEC 2017
The 2018 Financial Standard Investment Leadership Awards recognise investment strategies that showcase all the qualities investors are looking for in an investment manager in an evidence-based and transparent way. Investment leadership is not only about ...

Financial Standard names Investment Leadership Award winners

KARREN VERGARA  |  FRIDAY, 15 DEC 2017
Financial Standard is proud to announce the winners of its first Investment Leadership Awards in recognition of investment managers' strategies that have persistently delivered outstanding investment solutions and outcomes. The Investment Leadership ...

NAB boutique appoints distribution director

ALEX BURKE  |  THURSDAY, 7 DEC 2017
A NAB Asset Management-aligned boutique has appointed a senior member to its institutional distribution team. Richard Close joins Antares Equities from Phillip Capital, where he was director - institutional equities. Prior to that, he was a senior advisor ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
A wealth advice firm is the first to outsource its portfolio administration functions to a new Praemium offering. The new service builds on Praemium Portfolio, a reporting and performance analytics solution formerly known as V-Wrap, which integrates ...

Boutique wealth firm names new COO

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... Risk-adjusted, it's better than the equity market regardless of time period," he added. RAM launched two separately managed account strategies in July. Available via Macquarie Wrap, the Diversified Fixed Interest and Credit SMA and its Listed Interest ...