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Showing 181 - 190 of 302 results for "model portfolios"

Bellmont to offer SMAs through Hub24

ALEX BURKE  |  TUESDAY, 27 JAN 2015
Boutique portfolio manager Bellmont Securities will offer two separately managed account (SMA) model portfolios through the Hub24 platform. Bellmont's Core Equities and Buy-Write portfolios were previously available through Linear, but Bellmont director ...

Perpetual reveals institutional, platform mandates

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
... platform provided by a large wealth management group" and the Perpetual Australian Share Fund was added to the model portfolios of the dealer groups of "a large wealth management organisation." During the quarter, Perpetual Investments was awarded a ...

Advisers closely watching mFund

LAURA MILLAN  |  WEDNESDAY, 21 JAN 2015
... compared to other solutions out there." But like Godfrey, he says that some investment options in the firm's model portfolios are not yet available on mFund. Once the offer increases, the firm will start to have conversations with clients about it. "Most ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... blends quantitative survey and qualititative focus group responses and analyses more than 300 managed account model portfolios offered through nine major managed account platforms. It shows that while managed accounts, at an estimated $20 billion in ...

BT offers wholesale funds to retail platform clients

MARK SMITH  |  TUESDAY, 11 NOV 2014
... classified either 'recommended' or 'highly-recommended'. Many of the funds are also included in the research houses' model portfolios. These funds are essentially the same as the underlying wholesale funds but have a lower management fee and are only ...

Van Eyk goes into liquidation

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
... products. It is used by financial advisers in Australia to access van Eyk research, portfolio construction tools and model portfolios. Van Eyk entered voluntary administration on September 15, after its responsible entity, Macquarie Group, decided toA ...

Lonsec confirms interest in van Eyk's iRate

LAURA MILLAN  |  MONDAY, 20 OCT 2014
... products. It is used by financial advisers in Australia to access van Eyk research, portfolio construction tools and model portfolios. "We did submit a bid to acquire these assets, however we are bound by a non-disclosure agreement," the research house ...

HUB24 hits $1bn milestone amid rapid growth

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
... choice of platform. Where appropriate, HUB24 would provide a gateway service to investment managers via SMA's and model portfolios.

Movers and shakers

... consultant this week. "Otto has worked in the van Eyk business for over 13 years and has extensive knowledge on model portfolios, stock selection and asset consulting. We have had strong client feedback following this appointment and look forward to ...

Surprise exit for van Eyk asset consulting team

MARK SMITH  |  WEDNESDAY, 20 AUG 2014
... consultant this week. "Otto has worked in the van Eyk business for over 13 years and has extensive knowledge on model portfolios, stock selection and asset consulting. We have had strong client feedback following this appointment and look forward to ...