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Showing 321 - 330 of 426 results for "Separately managed account"

DNR wins mandate, targets dealer groups

RUTH LIEW  |  WEDNESDAY, 1 DEC 2010
... investment mandates next year. Meanwhile, Dalton said DNR is looking to increase its presence in the separately managed account segment by targeting major administration platforms, including those of major banks. "It's about being on the right administration ...

Kingston Capital signs on Powerwrap SMA

MEDIA RELEASE  |  FRIDAY, 26 NOV 2010
... assets to Powerwrap, after signing a deal with the admin provider allowing Kingston to offer clients a separately managed account service. The agreement will enable Kingston Capital to provide clients and other licensees access to an SMA service through ...

Aviva offers direct SMAs, model portfolios

MEDIA RELEASE  |  TUESDAY, 23 NOV 2010
Aviva Investors has launched a new Separately Managed Account (SMA) service and is offering investors access to model portfolios based on two of its existing managed funds. The Aviva Investors Dividend Builder model portfolio has been developed for ...

BlackRock to expand retail arm

ELISE BURGESS  |  THURSDAY, 11 NOV 2010
BlackRock plans to add to staff numbers while expanding its separately managed account (SMA) business next year, said Scott Phillips, BlackRock's head of retail. In response to the recent departures of two members of the research team, Phillips said ...

MLC to launch platform

ELISE BURGESS  |  THURSDAY, 4 NOV 2010
MLC and NAB Wealth will launch a new full service wrap platform in early 2011, following through plans to build its wealth management arm. The new platform, branded "MLC Wrap", will be a blend of the Navigator and MasterKey Custom platforms, incorporating ...

BTFG drops van Eyk for S&P

ELISE BURGESS  |  MONDAY, 1 NOV 2010
BT Financial Group (BTFG) has replaced van Eyk with Standard & Poor's Fund Services (S&P) for product research to be used by Westpac Financial Planning and dealer group Magnitude Financial Planning. The investment research mandate builds on S&P's services ...

OneVue on global path with managed accounts

ELISE BURGESS  |  THURSDAY, 14 OCT 2010
... May 2010 launch of an automated end-to-end processing solution for SMSFs. BGL white labels OneVue's Separately Managed Account (SMA) for use by accounting firm clients of BGL Corporate Solutions. McKeagh said that all of these new initiatives mean they ...

BlackRock to develop super SMA

JOHN MCDULING  |  WEDNESDAY, 29 SEP 2010
BlackRock, one of the pioneers of separately managed accounts (SMA) in Australia, revealed plans to launch a superannuation version of its customised portfolio service next year. James Langlands, co-head of customised portfolio solutions at BlackRock ...

BlackRock hires WA state manager

COMPANY RELEASE  |  FRIDAY, 17 SEP 2010
BlackRock has appointed IPS Group practice manager Shane Ingate as state manager for its Western Australia retail business. Ingate joined BlackRock from IPS Group, where he was practice manager in 2009. Before that he was senior business development ...

Investors call planners to charge performance-based fees

RUTH LIEW  |  THURSDAY, 26 AUG 2010
Performance-based fees have traditionally been the domain of fund managers - but research shows a growing number of investors are urging financial planners to start adopting this fee structure. Mark Johnston, principal of research firm Investment Trends ...