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Showing 321 - 330 of 428 results for "Separately managed account"

Praemium plans Australian Sharia service

ELISE BURGESS  |  THURSDAY, 9 DEC 2010
Praemium will launch an Australian Sharia-compliant service in the next quarter after working with the Islamic Bank of Britain to introduce the UK's only Sharia-compliant retail Discretionary Portfolio Service. Praemium, a financial portfolio administration ...

Macquarie Wrap launches model portfolios

ELISE BURGESS  |  THURSDAY, 2 DEC 2010
... ratings from Zenith now rate model portfolios. Finally, on November 23, Aviva Investors launched a new Separately Managed Account (SMA) service offering investors access to model portfolios based on two of its existing managed funds.

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 ...