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Showing 241 - 250 of 426 results for "Separately managed account"

QIC inks $1bn infrastructure deal with CalPERS

MARK SMITH  |  THURSDAY, 21 MAY 2015
... partnership, in combination with the launch earlier this year of the QIC Global Infrastructure Fund and other separately managed account clients, increases the size, scope and level of control QIC can bring to future infrastructure opportunities for ...

Low-cost super awash with inflows

DARREN SNYDER  |  MONDAY, 18 MAY 2015
Mums and dads have increasingly chosen to invest their superannuation in direct low-fee retail products over the last 12 months. Particularly so at BT Super for Life and ANZ Smart Choice with both recording funds under management growth of more than ...

SMA usage climbs

ALEX BURKE  |  THURSDAY, 30 APR 2015
One in five (20%) financial advisers are now using separately managed accounts for investors, according to research by JBWere and Investment Trends. This is the highest level of usage recorded, indicating both the growing client preference for the transparency ...

HUB24 sets up white label platform for Wilson HTM

STAFF WRITER  |  MONDAY, 16 MAR 2015
HUB24 has signed an agreement with Wilson HTM to implement and distribute a white label version of the HUB24 investment and superannuation platform to the firm's clients. The platform offers a wide range of investments including shares, managed funds ...

Providers boost adviser access to managed accounts

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
Financial advisers' access to separately managed accounts (SMA) more than doubled in the past year which could open the floodgates to wider uptake of the structure, the latest Investment Trends report said. Advisers who said their most-used platform ...

AMP Capital trims global infrastructure equity team

LAURA MILLAN  |  WEDNESDAY, 4 FEB 2015
The latest restructure at the AMP Capital global infrastructure equity team has resulted in three redundancies among the fund manager's top ranks. AMP Capital head of infrastructure for Australia and New Zealand Paul Foster will leave the business ...

Bellmont to offer SMAs through Hub24

ALEX BURKE  |  TUESDAY, 27 JAN 2015
Boutique portfolio manager Bellmont Securities will offer two separately managed account (SMA) model portfolios through the Hub24 platform. Bellmont's Core Equities and Buy-Write portfolios were previously available through Linear, but Bellmont director ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
New research from Rainmaker reveals that managed accounts are not only enabling advisers to improve their clients' investment outcomes as well as boost their own business' worth, they are enabling new investment managers to enter the market. The research ...

Praemium platform passes $3bn milestone

STAFF WRITER  |  TUESDAY, 20 JAN 2015
... 31 December 2014 following a quarter of record inflows to the company's Australian and international separately managed account (SMA) platforms. Gross inflows for the December 2014 quarter were $387 million, exceeding the previous inflow record set in ...

Lonsec gains 2,800 users through iRate

LAURA MILLAN  |  WEDNESDAY, 10 DEC 2014
Lonsec Research will provide research to 2,800 financial planners following the acquisition of the iRate technology platform from the liquidator of the van Eyk group of companies. iRate's 2,800 users include financial planners from large licensees and ...