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Showing 181 - 190 of 263 results for "Separately managed accounts"

SelfWealth announces tie up with iShares

MARK SMITH  |  THURSDAY, 18 APR 2013
... iShares. Australia head of iShares Mark Oliver said the SelfWealth platform was like Facebook for separately managed accounts (SMAs). "SelfWealth's functionality means that where an investor decides that he or she wants to replicate an aspect of what ...

Praemium voted responsible entity for BlackRock SMA

MARK SMITH  |  MONDAY, 10 DEC 2012
... Investment Management has confirmed that Praemium Australia will become the responsible entity for its separately managed accounts (SMA) scheme. The SMA scheme, known as the BlackRock Customised Portfolio Service (CPS) has more than $660 million in funds ...

Praemium captures BlackRock's SMA business

LINDA HAUSKEN  |  WEDNESDAY, 19 SEP 2012
Praemium Australia is poised to take over BlackRock Investment Management's Separately Managed Accounts business after it yesterday entered into an agreement with the fund manager. The completion of the transaction, however, is subject to a number of ...

Powerwrap's platform offers advisers full choice

LINDA HAUSKEN  |  MONDAY, 3 SEP 2012
... 200 managed funds, with a further 1,000 available upon request, all listed securities on the ASX, Separately Managed Accounts (SMAs), a range of Term Deposits and a choice of cash accounts. "The difference between our platform and other platforms is ...

AMG completes investment in Yacktman

BEN COLLINS  |  TUESDAY, 3 JUL 2012
... Management. Yacktman serves a number of institutional investors and high-net-worth individuals through separately managed accounts and sub-advisory mandates. It is an investment manager specialising in large-cap equities, with approximately $17bn in ...

Instos missing ETF options

MELANIE TIMBRELL  |  MONDAY, 7 MAY 2012
... largely aimed at the retail market locally. "Institutional investors here have been able to buy through separately managed accounts or mandates low cost index funds directly so, while we expect the institutional market in ETFs will develop, the early ...

Rainmaker releases 2012 platform report

RACHEL DAVIS  |  TUESDAY, 17 APR 2012
... offered by platforms will continue to cement their role in the wealth management market with only Separately Managed Accounts and self-managed super funds offering a long term strategic threat.

OneVue continues to target medical profession

MELANIE TIMBRELL  |  TUESDAY, 27 MAR 2012
... medical professionals, capabilities being touted include wholesale managed funds, direct equities and separately managed accounts. Real-time broking, consolidated reporting via a private-label website and access to a web-based budgeting and planning ...

AIOFP selects OneVue platform

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
... establishing self-managed super funds (SMSFs). "Through the OneVue platform advisers can also manage separately managed accounts, fixed interest securities and term deposits, traditional WRAP accounts, managed funds, listed securities and cash all on ...

Macquarie sees managed accounts surge

ELISE BURGESS  |  THURSDAY, 15 MAR 2012
... Portfolio Management has signed white label and co-branded product agreements to provide individually and separately managed accounts to two groups with its distribution now reaching over 30 financial advisory dealer groups. The managed accounts provider ...