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

Search Results

Showing 181 - 190 of 428 results for "Separately managed account"

Nikko AM enters SMA partnership

JAMIE WILLIAMSON  |  TUESDAY, 14 NOV 2017
... Management is partnering with a $26 billion Australian wealth firm to deliver an innovative, multi-manager separately managed account solution. Through its recently acquired affiliate Ark Invest, Nikko AM is introducing the Nikko AM-ARK Disruptive Innovation ...

J.P. Morgan wins SMA custody mandate

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
J.P. Morgan will provide custody and equities execution services to support the new international separately managed accounts business of a $7 billion platform. Following a competitive tender process, Praemium has appointed the bank and will now offer ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney ...

Mason Stevens expands fixed income, appoints SMA manager

MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
... specialist and an SMA manager as part of its growth plans. Roman Gerber joined two months ago as the Separately Managed Account Manager, overseeing all SMA portfolios and working as the primary conduit with its managers. Gerber built his career at UBS ...

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
Private Portfolio Managers is expanding its managed accounts offering to improve the limited access advisers and clients have to actively managed global shares. Having only offered global individually managed accounts to date, PPM cited demand for an ...

XTB expands retail offering, launches responsible SMA

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... corporate bond provider XTB is broadening its product range and launching a responsible investment separately managed account product before year's end. Co-founder and chief executive Richard Murphy said the new range will likely include exchange-traded ...

New private label SMA launched

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
Elston Asset Management will provide a private label separately managed account to a Brisbane-based wealth manager. Partnering with Quill Group to launch the offering on HUB24, Elston head of distribution Mark Smith said the firm is "proud to be working ...

Praemium grows SMA options

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Praemium expanded its separately managed accounts offering, adding 16 new model portfolios. The $4.3 billion platform has added eight models with Shaw and Partners, four with Joseph Palmer, three with State Street and one Evans and Partners model. This ...

Shaw and Partners leverages success to grow SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
Shaw and Partners added eight new separately managed account strategies in response to growing client demand for access to a greater number of asset classes. Since launching SMA solutions in August last year with the introduction of the Hybrid Income ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
The amount of money pouring into managed discretionary accounts has seen the total funds under management in managed accounts rise 22.5% in just six months. According to the FUM Census from the Institute of Managed Account Professionals, as at 30 June ...