Search Results | Showing 171 - 180 of 217 results for "Separately Managed Accounts" |
| | | ... advice. The new wrap allows investors to access 650 wholesale managed funds, direct equities trading, separately managed accounts, among others. It is designed to cater for an estimated 80 per cent of advisers, who are currently using other wrap platforms ... |
| | | | ... expand its investment suite beyond four equity funds to include individual managed accounts (IMA) and separately managed accounts (SMA). In addition, the deal significantly increases the firm's funds under management (FUM). Patriot employees, Stephen ... |
| | | | ... 2010 Australian Equities Large-Cap sector review, which comprises 116 headline funds, including 14 separately managed accounts (SMAs). |
| | | | ... According to Kris Vogelsong, head of corporate development at Private Portfolio Managers, the US' IMA and separately managed accounts (SMA) markets are well serviced by research houses such as Morningstar, along with smaller specialist institutions such ... |
| | | | ... February 18. Jeremy Cooper, head of the Super Systems Review (also called the Cooper Review), singled separately managed accounts (SMAs) as a platform for SMSFs, and called on the industry to come up with fresh answers on how SMAs can be adopted wide ... |
| | | | The Cooper Review highlights separately managed accounts (SMAs) as an appealing platform for SMSFs, and has challenged the industry to come up with fresh answers on how SMAs can be adopted widely. The issues paper released yesterday highlighted the ... |
| | | | ... management platform provider, WealthCraft, and now its breakaway from DPGL. Tech firm OneVue offers separately managed accounts, investment administration and portfolio services, and unified managed accounts. |
| | | | ... Nicol Reid, said the firm believes the OneVue Unified Managed Account is the way of the future. "[Separately Managed Accounts (SMA)] combine beneficial ownership, transparency and superior tax management along with consolidated reporting for equities ... |
| | | | ... list to properly test the new service. "We're offering managed fund access only till date with SMA [separately managed accounts] functionality to come later in the fourth quarter," said Varlamos. According to a statement from Praemium, custodial holdings ... |
| | | | ... adviser feedback, platform provider Oasis Asset Management is looking to add exchange traded funds and separately managed accounts into its platform, while boosting its direct shares offering. Andrew Rawlinson, director of distribution at Oasis, said ... |
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