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Showing 221 - 230 of 426 results for "Separately managed account"

ClearView adds annuities to wrap

MARK SMITH  |  MONDAY, 11 JUL 2016
Challenger and CommInsure annuities have been added to ClearView Wealth's wrap platform. Selected annuities from both providers have been available to advisers using the platfom from 1 July. Changes driven by feedback from advisers have also been made ...

XTBs and SMAs a good match

DARREN SNYDER  |  WEDNESDAY, 22 JUN 2016
Exchange traded bond units inside separately managed accounts are addressing previous investor portfolio inefficiencies and allowing a greater ability to deliver outcomes-based investment models. Australian Corporate Bond Company chief executive Richard ...

OneVue partners with NYC manager to launch innovation SMA

ALEX BURKE  |  MONDAY, 20 JUN 2016
OneVue has announced an exclusive partnership with a New York-based investment manager to launch an equity managed account targeted at "disruptive innovations with high growth potential." Working with ARK Investment Management, OneVue will add global ...

SMSFs have cash top of mind

DARREN SNYDER  |  TUESDAY, 10 MAY 2016
Self-managed superannuation fund investors are moving their assets into cash and term deposits at the highest rate in more than four years, according to new data from OneVue. The superannuation and investment management back office provider said cash ...

OneVue launches international equities capability

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
OneVue has launched an international equities capability for its separately managed accounts (SMA) service in a bid to meet growing demand for access to global trading markets. The launch allows advisers and investors to access separately managed accounts ...

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
Australian shares and income fund manager Altair Asset Management are seeing more demand for its managed accounts solutions, signing two major planning groups in recent months and close to wrapping up one other. Founder and chief investment officer ...

Wealth forecasting engine announces Infocus as first client

DARREN SNYDER  |  MONDAY, 7 MAR 2016
Non-aligned wealth manager Infocus is launching a direct-to-consumer financial advice solution in May that will incorporate Morningstar's wealth forecasting engine and investment management services from the Morningstar-owned Ibbotson Associates Australia. ...

OneVue partners with Sentry Group for adviser platform

ALEX BURKE  |  FRIDAY, 26 FEB 2016
... offerings from HUB24, Asgard and netwealth. As a result, Sentry's 250-plus advisers will get access to separately managed account solutions through the new service. Commenting on the arrangement, Sentry Group executive chairman and chief executive Murray ...

Lonsec portfolios added to Macquarie and HUB24 platforms

ALEX BURKE  |  MONDAY, 1 FEB 2016
... these portfolios use managed funds as the underlying investments however they are wrapped up within a separately managed account structure so the client retains beneficial ownership of the assets and portfolio switches and rebalancing are streamlined ...

ClearView launches first SMA service

LAURA MILLAN  |  THURSDAY, 5 NOV 2015
ClearView Wealth has upgraded its full service wrap WealthSolutions and introduced a separately managed account (SMA) feature. The changes have been made across WealthSolutions superannuation, retirement income and investments. Advisers, non-superannuation ...