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Showing 261 - 270 of 283 results for "SMAs"

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
... 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 platforms ...

BlackRock gets rolling with Citi

... network. "It's probably a big selling point for them because we know that the clients they are dealing with already deal with SMAs. They're more tax efficient," said Carideo. There will be nine portfolios initially available, four of which are Citigroup ...

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. ...

More growth through structured products and MAs

... 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 ...

Magnitude opens up to private wealth

... main investment vehicles used to implement our advice are wholesale managed funds and Managed Share Portfolios (IMAs and SMAs)," said Walker. Magnitude is a BT Financial-owned business that provides back office and other support services to financial ...

Less confusion, more clarity on managed accounts: IMAP

... address and one of the dominant topics was how different providers have various definitions of 'separately managed accounts' (SMAs) and 'independently managed accounts' (IMAs). "I think we need to address the key issue of clarity around our terminologies," ...

Praemium to access UK's wealthiest through Lloyd's

KATE HAGE  |  MONDAY, 28 AUG 2006
... deal provides them with a unique high net worth distribution channel through Lloyd's 800 wealthy members. "Argenta provides SMAs to Lloyd's members, who are some of the UK's 800 wealthiest individuals," he said. Naoumidis said Argenta manages Lloyd's ...

Zurich's wrap goes past $3bn

HAMISH MADDEN  |  THURSDAY, 24 AUG 2006
Zurich Australia has reached a significant milestone with funds under administration on its wrap platform breaking through the $3 billion mark. Zurich said the milestone validated the organisation's focus on the intermediaries space and signalled further ...

SMAs step up to platforms

... Group is the latest to join a growing number of dealer groups who are pioneering the use of separately managed accounts (SMAs), touted the biggest thing since platforms. AFS joins Tolhurst Noall and Lonsdale Financial as adviser groups who have all signed ...