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Showing 321 - 330 of 1159 results for "Trusts"

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... the rise of managed accounts platforms is disrupting the use of collective structures, such as managed funds and master trusts, in favour of directly held securities. As a result, wealth managers will continue to hold direct securities off-platform as ...

Impact of dementia on estate planning efficacy

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
... will applications are accepted by all parties and can allow for inclusion of strategies such as discretionary testamentary trusts."

SMSF platform strengthens distribution team

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2017
... and works toward better identifying and resolving pain points in the finance industry. "We deliver the ability to create trusts in real time, along with solutions for company formation, estate planning, retirement and ASIC corporate compliance," she ...

SSGA sales head lands top job, successor named

DARREN SNYDER  |  TUESDAY, 14 NOV 2017
... grew the business to a team of nine people and total assets under management of over $880 million across wholesale unit trusts and intermediary managed accounts. The business has almost doubled its AUM since April this year. According to Rainmaker data ...

Mainstream renews boutique fund administration mandate

EMMA RAPAPORT  |  FRIDAY, 10 NOV 2017
... they can focus on their investment approach," Smith said. Ubique focuses on managing Australian equity portfolios and unit trusts on behalf of wholesale investors. The company was founded in 2011 by John Harbot and Martin Kleindyk. Prior to its establishment ...

Pinnacle flags partnerships and LICs in growth plan

ALEX BURKE  |  THURSDAY, 9 NOV 2017
... markets expertise to the company, as part of accelerating the launch of listed offerings - listed investment companies and trusts, along with exchanged-quoted managed funds, were featured. In regards to the longer-term "horizon 3" component of the plan ...

Former NAB risk committee chair joins Wingate

ALEX BURKE  |  MONDAY, 6 NOV 2017
... Wingate. Paul Rizzo joins Wingate as chair of the firm's Wingate Investment Partners Trust (WIP) investment committee. The WIP trusts co-invest with Wingate in a portfolio of private debt instruments representing about $500 million in funds under management. ...

SMSF balance gap to close: Report

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
... asset allocation preferences, females prefer defensive assets such as debt securities, managed funds and domestic listed trusts. Men on the other hand lean toward aggressive growth assets such as unlisted shares, unlisted trusts, non-residential real ...

TAL maintains life insurance market lead

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... previous corresponding period. The report analyses life companies' statutory funds and exclude funds that flow through unit trusts and master funds. Separately, Strategic Insight announced TAL Life won its 2017 Direct Life Insurance Excellence Award. ...

IOOF subsidiary partners with venerable global non-profit

ALEX BURKE  |  THURSDAY, 28 SEP 2017
... funds under supervision and provides estate and trustee services for private clients, superannuation funds and corporate trusts.