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Showing 221 - 230 of 263 results for "Separately managed accounts"

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... February 18. Jeremy Cooper, head of the Super Systems Review (also called the Cooper Review), singled separately managed accounts (SMAs) as a platform for SMSFs, and called on the industry to come up with fresh answers on how SMAs can be adopted wide ...

SMAs to turbocharge SMSFs

MICHELLE BALTAZAR  |  TUESDAY, 15 DEC 2009
The Cooper Review highlights separately managed accounts (SMAs) as an appealing platform for SMSFs, and has challenged the industry to come up with fresh answers on how SMAs can be adopted widely. The issues paper released yesterday highlighted the ...

OneVue becomes independent

RUTH LIEW  |  THURSDAY, 3 DEC 2009
... management platform provider, WealthCraft, and now its breakaway from DPGL. Tech firm OneVue offers separately managed accounts, investment administration and portfolio services, and unified managed accounts.

OneVue adds DNR

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
... Nicol Reid, said the firm believes the OneVue Unified Managed Account is the way of the future. "[Separately Managed Accounts (SMA)] combine beneficial ownership, transparency and superior tax management along with consolidated reporting for equities ...

Powerwrap goes live

COMPANY RELEASE  |  TUESDAY, 8 SEP 2009
... list to properly test the new service. "We're offering managed fund access only till date with SMA [separately managed accounts] functionality to come later in the fourth quarter," said Varlamos. According to a statement from Praemium, custodial holdings ...

Oasis looks to SMAs and ETFs

RUTH LIEW  |  WEDNESDAY, 15 JUL 2009
... adviser feedback, platform provider Oasis Asset Management is looking to add exchange traded funds and separately managed accounts into its platform, while boosting its direct shares offering. Andrew Rawlinson, director of distribution at Oasis, said ...

BGL signs on to OneVue SMA

COMPANY RELEASE  |  MONDAY, 13 JUL 2009
... targeted towards professionals currently servicing the SMSF market. OneVue Limited is a provider of separately managed accounts, investment administration and portfolio services and uses technology to deliver a single client view across investments regardless ...

J.P. Morgan wins Capital mandate

COMPANY RELEASE  |  FRIDAY, 26 JUN 2009
... its subsidiaries manage the investments of individuals and large institutions through mutual funds, separately managed accounts and pooled investment funds.

Aviva names SMA distribution head

COMPANY RELEASE  |  FRIDAY, 24 APR 2009
Aviva has appointed Stuart Fechner to head up the distribution of the firm's soon to launch Separately Managed Accounts (SMA). Fechner, previously a national key account manager for the firm's Navigator platform, takes on the newly created role of distribution ...

...and targets SMSF market

MICHAEL HOBBS  |  THURSDAY, 23 APR 2009
... independent audits and actuarial certification. At the same time the trustees using the product can access separately managed accounts (SMA), managed funds, cash management trusts, term deposits and life insurance either using the AMP platform or a chosen ...