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Showing 171 - 180 of 263 results for "Separately managed accounts"

Libertas FP to offer SMA portfolios

STAFF WRITER  |  WEDNESDAY, 12 NOV 2014
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 adds SMA option to platform wrap

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
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 ...

SMA operators to become a sector in their own right

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
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 ...

ThreeSixty Research team merges with JB Were

JAMES FERNYHOUGH  |  MONDAY, 4 AUG 2014
... business will also come together. JB Were will take over responsibility for ThreeSixty Research's separately managed accounts (SMAs). NAB said that, while the two businesses would join forces under the same management, their individual branding would ...

Managed accounts take-up jump 63%: survey

STAFF WRITER  |  TUESDAY, 6 MAY 2014
... (previously IAS) are set to list. Even more telling, last month Colonial First State launched SMAs (separately managed accounts), signalling that one of the country's largest wealth managers is putting its stamp in the sector. "In the last six months ...

CFS launches range of SMAs

JAMES FERNYHOUGH  |  THURSDAY, 1 MAY 2014
Colonial First State has launched a suite of separately managed accounts (SMAs), now available to Commonwealth Private clients. The 11 different SMAs cover a range of strategies, from conservative to growth options. Some are wholly managed, while others ...

AQR managed futures funds receives recommended ratings

STAFF REPORTER  |  THURSDAY, 10 OCT 2013
... the BT, Macquarie and netwealth platforms, with other platforms in the pipeline for 2013, including separately managed accounts (SMAs). The Fund also allows for direct investment, provided investors meet the $25,000 minimum entry point. It launched on ...

Xpress Super adds direct property to SMSF platform

JAMES FERNYHOUGH  |  TUESDAY, 27 AUG 2013
... Commonwealth Bank, online trading with Commsec, compliance, term deposits with Australian Money Market, separately managed accounts with Macquarie's Personal Portfolio, and insurance with Australian Group Insurances Australia Limited. Xpress Super is ...

SMSFs urged to consider transparent alternatives to managed funds

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
... delegate management, but also wanting to keep tabs on their investments, are being urged to consider separately managed accounts (SMAs) and managed discretionary accounts (MDAs). SMSF solution provider Xpress Super announced yesterday that it had added ...

No growth in managed funds

ALEX DUNNIN  |  THURSDAY, 30 MAY 2013
... previously popular sector in favour of self managed super funds and other retail channels such as separately managed accounts, direct placements into the share market, bank term deposits and possibly negatively geared property. Reinforcing the systemic ...