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Showing 11 - 20 of 37 results for "Portfolio Administration Service"

MGD Wealth appoints Select to LDI portfolios

ELISE BURGESS  |  TUESDAY, 29 NOV 2011
... to build portfolios that better match our liability driven investing process with a seamless portfolio administration service," said Stephen Furness, head of investment at MGD Wealth. "The appointment of Select to manage critical aspects of our liability ...

Praemium capital raising for growth

RACHEL DAVIS  |  FRIDAY, 9 SEP 2011
... will be positioned for growth as we invest in sales and marketing to drive revenues of our core portfolio administration service in Australia and our separately managed accounts (SMA) services in both Australia and the UK." The new placement is subject ...

Praemium renews with MSSB

LOREN RUGEBREGT  |  FRIDAY, 22 JUL 2011
Portfolio provider Praemium has renewed its agreement with wealth manager Morgan Stanley Smith Barney for another three years. The extended agreement follows the release of Praemium's online software V-Wrap and SMARTwrap in conjunction with Morgan Stanley ...

Multiport buys AR Group stake

COMPANY RELEASE  |  WEDNESDAY, 16 JUN 2010
Multiport has bought a stake in SMSF administration firm, AR Group. Multiport chief executive John McIlroy said, "The purchase was strategic to us as we are broadening our service offerings to appeal more to the accounting market." "The AR Group has ...

Multiport upgrades UMA service

COMPANY RELEASE  |  WEDNESDAY, 3 MAR 2010
Multiport has improved its unified managed account offer by upgrading its model portfolio management system - allowing SMSFs to use model portfolios alongside their direct investments on the same Multiport service. The move allows dealer groups to operate ...

Shadforth signs direct shares deal

MICHAEL HOBBS  |  THURSDAY, 10 DEC 2009
Shadforth Financial Group, one of Australia's largest privately owned financial advice firms with more than $8 billion in funds under advice, has signed a deal with a technology provider to provide direct equity services to clients. The financial advice ...

Aussie tech providers score overseas deals

MICHAEL HOBBS  |  THURSDAY, 15 JAN 2009
Australian based wealth management administration providers Bravura and Praemium have scored international deals that will see the firms export their services to Vietnam and the UK respectively. Bravura signed a $5.8 million agreement with one of Vietnam's ...

Nominations open for inaugural ACSA awards

COMPANY RELEASE  |  MONDAY, 1 DEC 2008
The Australian Custodial Services Association (ACSA) has launched a new range of industry awards to acknowledge outstanding contributors to the Australian custody and investment administration industry. Robert Brown, ACSA executive member and chief ...

V-Wrap sales sky rocket

MICHAEL HOBBS  |  TUESDAY, 5 AUG 2008
Praemium's online portfolio administration service, V-Wrap attracted a record number of new sales in the past two months, increasing by 20 and 30 per cent in June and July respectively compared to the same period's last year. Arthur Naoumidis, Praemium ...

Uni students get Praemium help

RUTH LIEW  |  TUESDAY, 1 JUL 2008
... teaming up with University of Sydney to give its maths students complimentary access to PrA|mium's portfolio administration service (V-Wrap) and market data system (p-Desktop). Praemium unveiled arrangements linking its services with the University's ...