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

Search Results

Showing 251 - 260 of 270 results for "Separately Managed Accounts"

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 ...

Macq's the new kid on the SMA block

The private portfolio arm of Macquarie will begin offering separately managed accounts (SMAs) from April this year, joining the growing crowd of SMA providers hitting the market since BlackRock (formerly Merrill Lynch) launched its version a year ago. ...

Direct Portfolio Services adds new insto manager

HAMISH MADDEN  |  WEDNESDAY, 11 OCT 2006
Separately managed accounts (SMA) provider Direct Portfolio Services has announced the appointment of a new institutional relationship manager. Angela Tennant joins Direct Portfolio Services from Zurich where she worked as a senior research analyst. ...

More growth through structured products and MAs

... package their products will also change because of the changing demographic. For example, he said that separately managed accounts (SMAs) have grown in the US because SMAs enables investors to get a fund package that suits their individual needs. Meanwhile ...