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

Search Results

Showing 11 - 20 of 263 results for "Separately managed accounts"

ASIC targets potential vertical integration in managed accounts

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
... ecosystem, especially when an AFSL is the provider of its own managed accounts products in the form of separately managed accounts (SMAs). Deloitte Access Economics highlighted these issues to ASIC in 2021 when it saw that the structure of managed accounts ...

Vanguard partners to launch core-satellite portfolios for advisers

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... model portfolio offering. The Vanguard Core-Satellite Model Portfolios are available to advisers as separately managed accounts (SMAs) and encompass five multi-asset portfolio options ranging from 'Conservative' to 'All Growth'. Designed for long-term ...

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... management, advice and mandates to $1.7 billion, offering individually managed accounts, managed funds and separately managed accounts. What Baragwanath is also prioritising is the rationalisation of products and expansion into areas where Clime can ...

Praemium partners to offer more global options

MATTHEW WAI  |  TUESDAY, 2 SEP 2025
... excellence." Last month, Praemium reported net outflows for OneVue of $322 million for FY25; however, its separately managed accounts (SMA) business received net inflows of $610 million for the period. In total, Praemium's funds under administration ...

Powerwrap drags Praemium performance, SMAs shine

KARREN VERGARA  |  MONDAY, 25 AUG 2025
Praemium's separately managed accounts (SMA) business reported $610 million of net inflows while Powerwrap's outflows topped $299 million for the 2025 financial year. In addition to the SMA business, total funds under administration (FUA) was ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... financial advisers currently used managed accounts, an increase from about 59% earlier this year, and separately managed accounts (SMAs) have emerged as the favourite structure. Praemium said managed accounts have shown unprecedented improvements in ...

MLC adds term deposits, ETFs to Expand

MATTHEW WAI  |  FRIDAY, 8 AUG 2025
... financial institutions. The Essential+ menu complements the existing suite of MLC managed funds and separately managed accounts (SMAs) model portfolios already available on Expand Essential, offering greater flexibility and choice. It also makes MLC ...

Macquarie AM closes $6bn European infra strategy

MATTHEW WAI  |  FRIDAY, 18 JUL 2025
... billion ($2.1bn) upon the fund's final close, with an additional €2.3 billion ($4.1bn) raised from separately managed accounts. Designed for insurance companies and pension fund investors, MEID invests into high quality infrastructure debt assets aligned ...

Coller Capital closes $10bn private credit strategy

MATTHEW WAI  |  WEDNESDAY, 9 JUL 2025
... US$10 billion ($15bn) to date. Its credit platform includes commingled funds, co-investment vehicles, separately managed accounts, and its credit-focused perpetual funds. The firm launched two secondaries strategies in Australia over the past year, each ...

APRA dissects retirement products for the first time

KARREN VERGARA  |  FRIDAY, 27 JUN 2025
... billion. Some $115.7 billion is in single manager unlisted strategies, while $38.2 billion is held in separately managed accounts (SMAs) on platforms. There is about $27.3 billion held in single asset strategies sitting on platforms. Meanwhile, public ...