Search Results | Showing 171 - 180 of 270 results for "Separately Managed Accounts" |
| | | One in five (20%) financial advisers are now using separately managed accounts for investors, according to research by JBWere and Investment Trends. This is the highest level of usage recorded, indicating both the growing client preference for the transparency ... |
| | | | ... firm's clients. The platform offers a wide range of investments including shares, managed funds and separately managed accounts (SMAs), as well as access to Wilson HTM's internal research and portfolio construction expertise to offer managed portfolios. ... |
| | | | Financial advisers' access to separately managed accounts (SMA) more than doubled in the past year which could open the floodgates to wider uptake of the structure, the latest Investment Trends report said. Advisers who said their most-used platform ... |
| | | | ... followed the departure of Scott Davies from the London-based job. Under the current restructure, the separately managed accounts and origination functions will fall under the responsibilities of Michael Bessell, who is currently global head of origination ... |
| | | | ... name recognised fund managers account for 59% of managed account model portfolio options (known as separately managed accounts or SMAs), 25% of these options are operated by financial advice licensees, researchers and consultants such as Ibbotson, Morningstar ... |
| | | | ... platform's clients can access Lonsec's research including managed funds, exchange traded funds (ETFs), separately managed accounts (SMAs), property funds, infrastructure funds and structured products. They also have access to performance, fees and features ... |
| | | | ... backdrop, fund managers are trying to offer investors more flexibility on fees and tailored offerings via separately managed accounts and long-only funds," EY Oceania asset management leader Antoinette Elias said. Of the largest managers surveyed (those ... |
| | | | Independent firm Libertas Financial Planning has added Bellmont Securities separately managed accounts (SMA) to its approved product list. The offering includes the Bellmont Core Equities Portfolio, which is a blue-chip equities portfolio, giving investors ... |
| | | | Macquarie has launched separately managed accounts (SMAs) as an investment option on its platform, the Macquarie Wrap. This will allow advisers and their clients to access an extensive range of SMAs, managed by investment managers and covering a range ... |
| | | | Separately managed accounts (SMA) operators are poised for strong growth over the coming years and are likely to become a sector in their own right, Lonsec research shows. The research house has looked at five SMA platforms in Australia and has assigned ... |
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