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Showing 241 - 250 of 263 results for "Separately managed accounts"

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 ...

Praemium wins UK platform deal

... use the rest of the portfolio administration and performance analysis system as well as Praemium's separately managed accounts (SMA) technology. Andy Creak, Cofunds' managing director, said: "With the forthcoming proposal to change Capital Gains Tax ...

Investors Accru SMAs

CHRIS NICHOLLS  |  TUESDAY, 25 SEP 2007
... net worth advice specialists Accru Financial Planning (AFP) have partnered with BlackRock to offer Separately Managed Accounts (SMAs) on its menu. Director Matthew Kidd said BlackRock's size and international reach, including the future inclusion of ...

Explorer turns new leaf with Ascalon

CHRIS NICHOLLS  |  WEDNESDAY, 12 SEP 2007
Boutique manager Ascalon Capital Managers has purchased 40 per cent of Separately Managed Accounts (SMA) provider Explorer Group from First Capital, ending confusion over the firm's stability. The company had been under a cloud following the purchase ...

Next signs with Bravura again

HAMISH MADDEN  |  WEDNESDAY, 9 MAY 2007
... Investment Manager (CIM) administration solution, powering their individually managed accounts (IMAs) and separately managed accounts (SMAs). "Next Financial has an excellent pre-existing relationship with Bravura. Over the past three years the Bravura ...

Advisers waiting for better SMAs: survey

Local separately managed accounts (SMA) providers have to offer more products and more features before SMAs could become mainstream, according to an Investment Trends survey. Research firm Investment Trends has finished the first part of a dual survey ...

Praemium expands SMA reach into UK with Capita

ALEX DUNNIN  |  THURSDAY, 22 MAR 2007
... accounts technology provider Praemium, through its UK subsidiary, has signed a deal with Capita to offer separately managed accounts (SMAs) to UK independent financial advisers, wealth managers and financial institutions. SMAs are like super charged ...

BlackRock gets rolling with Citi

BlackRock Australia scored a coup when they signed up Citigroup to their separately managed accounts (SMA) product, a deal that will make their SMA available to a market of over 100 dealer groups or around 120,000 client accounts at a stroke. It's like ...