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Showing 281 - 290 of 426 results for "Separately Managed Account"

ETFs boom on SMA model portfolios

MARK SMITH  |  WEDNESDAY, 10 APR 2013
... we're seeing via our OneVue UMA platform holdings is that more than half are now being held within separately managed account (SMA) model portfolios," Marsh said. "As multi-asset class SMA model portfolios increase in popularity, the ability to hold ...

La Trobe scoops global awards

LAURA MILLAN  |  TUESDAY, 26 FEB 2013
... highlight the innovative approach and features offered by La Trobe Financial to investors: First, a separately managed account structure to better secure investors' rights and entitlement to assets invested." "Second, a dedicated income reserve designed ...

Praemium voted responsible entity for BlackRock SMA

MARK SMITH  |  MONDAY, 10 DEC 2012
BlackRock Investment Management has confirmed that Praemium Australia will become the responsible entity for its separately managed accounts (SMA) scheme. The SMA scheme, known as the BlackRock Customised Portfolio Service (CPS) has more than $660 million ...

Praemium captures BlackRock's SMA business

LINDA HAUSKEN  |  WEDNESDAY, 19 SEP 2012
Praemium Australia is poised to take over BlackRock Investment Management's Separately Managed Accounts business after it yesterday entered into an agreement with the fund manager. The completion of the transaction, however, is subject to a number of ...

Powerwrap's platform offers advisers full choice

LINDA HAUSKEN  |  MONDAY, 3 SEP 2012
Powerwrap Limited has upgraded its SMARTwrap platform as part of its overall business strategy to offer independent financial advisers full choice at what they regard as a reasonable price. The SMARTwrap Investment Account now offers access to over ...

AMG completes investment in Yacktman

BEN COLLINS  |  TUESDAY, 3 JUL 2012
Affiliated Managers Group today announced the completion of its investment in Yacktman Asset Management. Yacktman serves a number of institutional investors and high-net-worth individuals through separately managed accounts and sub-advisory mandates. ...

Instos missing ETF options

MELANIE TIMBRELL  |  MONDAY, 7 MAY 2012
Australian investors are unlikely to benefit from the expanding stable of actively managed ETFs in the US, potentially compounding opinion that the tool's use holds limited appeal for local instos. State Street's recent launch of three new products ...

Rainmaker releases 2012 platform report

RACHEL DAVIS  |  TUESDAY, 17 APR 2012
The platform market is increasingly dominated by its leading players which are now harnessing their grip on its distribution channels to create a vertically integrated wealth management eco-system, according the just released 2012 Rainmaker Platform ...

OneVue continues to target medical profession

MELANIE TIMBRELL  |  TUESDAY, 27 MAR 2012
OneVue has launched a second intermediated platform targeted at SMSF investors, specifically in the medical professional space. Designed for members of MAP - a financial services group that caters predominately to medical professionals, capabilities ...

AIOFP selects OneVue platform

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
The Association of Independently Owned Financial Planners has selected the OneVue platform as a new private label solution for its members, with a focus on SMSFs. The Association of Independently Owned Financial Planners (AIOFP) said OneVue's UMA platform ...