Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 241 - 250 of 270 results for "Separately Managed Accounts"

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

Ascalon buys stake in TPC

... the purchase of an undisclosed stake complements the group's recent buy of Direct Portfolio Group, a separately managed accounts business, and the commercialisation of Ascalon's other boutiques. Michelle Baltazar

Direct equities gain ground in platforms

MICHAEL HOBBS  |  FRIDAY, 18 JAN 2008
... continue to enhance their direct equity range and technology to nullify the perceived advantages that separately managed accounts (SMA) and online brokers could offer. "By staying relevant to planners who advise in the high net worth segment, they should ...

Aussie investors jump on emerging markets iShares

... per cent pa across the universe of other China equity funds available here," he said. In other news, separately managed accounts group Direct Portfolio Services has launched a portfolio exclusively made up of ETFs. Retail investors can access iShares ...