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Showing 231 - 240 of 270 results for "Separately 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 ...

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 ...