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Showing 231 - 240 of 263 results for "Separately Managed Accounts"

Wealth Within joins IMA race

COMPANY RELEASE  |  TUESDAY, 21 APR 2009
... product in recent years but until now financial planners have only been able to offer their clients separately managed accounts (SMA)," said Colin Owens, director of Wealth Within. "And with more and more financial planners and other wealth management ...

SMAs under ratings microscope: van Eyk

MICHELLE BALTAZAR  |  FRIDAY, 27 FEB 2009
... Eyk is looking at developing a ratings methodology that will allow advisers to compare the range of separately managed accounts (SMAs) in the market, a small step that goes a long way in legitimising the inclusion of SMAs in a typical investment portfolio. ...

Aviva SMA gets adviser tick

RUTH LIEW  |  MONDAY, 19 JAN 2009
Aviva is going to crack the separately managed accounts market in mid-2009 with a product solution tailored to easily fit into an adviser's portfolio. According to Aviva spokesman Tim Cobb, the group is currently at the end of the IT build of its SMA ...

AMP forays into SMAs

RUTH LIEW  |  WEDNESDAY, 14 JAN 2009
One of the country's largest financial planning groups, AMP, has launched its own separately managed accounts product following advisor feedback. Paul Sainsbury, AMP product manufacturing director, said the launch of the product, the AMP Personalised ...

More planners to use SMAs

MICHELLE BALTAZAR  |  THURSDAY, 6 NOV 2008
More than 80 per cent of financial planners and other wealth management professionals who offer separately managed accounts (SMA) to their clients see SMAs as a tool to generate a new revenue stream for their business, a survey shows. The findings came ...

FPWS unveils new SMA service

RUTH LIEW  |  TUESDAY, 14 OCT 2008
First Prudential Markets is entering the separately managed accounts arena via a partnership with First Prudential Wealth Services. "[Managed accounts] are highly tax efficient, provide direct ownership of shares and can be cheaper than managed funds ...

PE firms gobble Lehman Bros AM

RUTH LIEW  |  WEDNESDAY, 1 OCT 2008
... Neuberger Berman. In store for the new company is a broad suite of products including high net worth, separately managed accounts, institutional, fixed income, mutual funds and alternative assets including private equity. Bain Capital Partners and Hellman ...

IMAP gains Aviva muscle

RUTH LIEW  |  MONDAY, 2 JUN 2008
The Institute of Managed Accounts Providers (IMAP) is aiming to spread the platform reach of separately managed accounts (SMAs) with the appointment of Aviva manager of investment products, Peter Rowley, as an IMAP director. Rowley currently heads up ...

Managed accounts hold trumpcard

MICHELLE BALTAZAR AND RUTH LIEW  |  WEDNESDAY, 30 APR 2008
... feature of investors retaining beneficial ownership of their shares has become a key selling point for separately managed accounts (SMAs), industry punters say. Arthur Naoumidis, managing director at SMA technology provider Praemium, has said the firm ...

Pentafin and DP step up MA technology

... more tax-effective approach compared to unit trusts. According to one industry estimate, the local separately managed accounts sector has grown from $4 billion last year to $6 billion this year. Michelle Baltazar