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Showing 201 - 210 of 263 results for "Separately managed accounts"

Praemium appoints new CEO as platform business booms

MATT WOODINGTON  |  TUESDAY, 9 AUG 2011
... $45.6 billion in funds under administration as of June 30. The company administers $554 million for separately managed accounts in Australia, while in the UK where it also manages funds, it has GBP283.3 million on its platforms, up from GBP115.7 million ...

Planners remain wary of switching cash to equities

MATT WOODINGTON  |  MONDAY, 25 JUL 2011
... capital has deteriorated," said Damien Jordan, director, Jordan Financial Solutions. Individually and separately managed accounts have been a popular way for SMSFs to get some share exposure and IMA provider Implemented Portfolios said it has continued ...

Growing SMA use hits education barrier

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
Financial advisers are gradually increasing their use of separately managed accounts, with education forming a barrier to widespread uptake of the structure, new research has found. The 2011 Separately Managed Accounts Report found that while just 18% ...

BNP Paribas return to defensive fixed income

ELISE BURGESS  |  MONDAY, 4 JUL 2011
... and third party distributors. Retail investors can also access the fixed income capability through separately managed accounts, which will be invested in a portfolio of between 10 and 20 Australian fixed income and hybrid securities. Robert Harrison ...

Innovative platforms create $397 bn industry

ELISE BURGESS  |  FRIDAY, 6 MAY 2011
... model portfolios that can be linked to clients in bulk, the introduction of investment models such as Separately Managed Accounts (SMAs) and term deposits, more control to dealer groups and practice managers for over approved investment lists. "Over ...

Managed accounts central to advisers

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
... MLC, spoke at the forum and said that while managed accounts are a strong vehicle for advisers, it is separately managed accounts that are usually the easier choice for most clients. "SMA are a great choice that covers the masses of that bell curve that ...

BNP Paribas to launch fixed income SMAs

MATT WOODINGTON  |  MONDAY, 21 MAR 2011
BNP Paribas Investment Partners will use separately managed accounts to draw retail investors to its new Australian fixed income capability, which will also be available to instos. The French bank will launch its Australian fixed income offering this ...

MDAs to expand SMSF footprint

ELISE BURGESS  |  TUESDAY, 15 MAR 2011
... attractive," said David Heather, head of distribution at IAS. "On one end of the spectrum you have your separately managed accounts (SMA) providers with portfolios in a platform-like structure, then you have MDA's where advisers can create a model discretionary ...

Former Count head of research joins Aviva

ELISE BURGESS  |  FRIDAY, 4 FEB 2011
... Last November, the group expanded into managed accounts with the launch of the Aviva Investors Direct Separately Managed Accounts (SMAs), which are for advisers interested in wholesale-priced SMAs. Griffith, who was initially based in Sydney but moved ...

Praemium plans Australian Sharia service

ELISE BURGESS  |  THURSDAY, 9 DEC 2010
... new year with discussions already under way. "There is interest in Sharia investments globally, and separately managed accounts (SMA) are particularly well suited due to their transparency," said Arthur Naoumidis, managing director of Praemium. This ...