Search Results | Showing 331 - 340 of 428 results for "Separately Managed Account" |
| | | 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 ... |
| | | | 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 ... |
| | | | Fund managers Dalton Nicol Reid, Goldman Sachs JBWere, Hyperion, Ralton, UBS Global Asset Management (Australia) were all rated as the top SMA model portfolio providers, research shows. Standard & Poor's has named the stand out investment fund manager ... |
| | | | Praemium is expanding its planner target market by 80 per cent as the firm rolls out SMARTwrap - a service aimed at both fee-for-service and commission-based advisers, and those transitioning to a fee structure. Arthur Naoumidis, group chief executive ... |
| | | | ... AMP has teamed up with New Zealand-based tech provider FNZ to improve the online functionality of its separately managed account service. The new features of the AMP Personalised Portfolio, which came into effect this week, include a real time reporting ... |
| | | | ... model portfolios. The firm provides expertise to financial planners using implemented portfolios on separately managed account (SMA) platforms. OneVue selected Proactive Portfolios as the manager of its three additional portfolios, which will soon be ... |
| | | | ... composition of the fund from Broad Cap to ASX 300. Last year, van Eyk had already rated Hyperion's separately managed account (SMA) portfolio, which is based on the fund's ASX 300 strategy, with the high A* rating. "Our unit trust follows the same investment ... |
| | | | ... enables investors to make money around earnings results announcements. The funds will be invested in a separately managed account (SMA) using the Aurora Sandringham Global Shares Fund strategy, which focuses on generating alpha from the Earnings Announcement ... |
| | | | OC Funds Management has bought Australian shares managed accounts provider, Patriot Managed Accounts. The deal means OC Funds Management can expand its investment suite beyond four equity funds to include individual managed accounts (IMA) and separately ... |
| | | | ... and generating daily reports for clients. UMA Select includes an investment menu that integrates a separately managed account (SMA) within a complete solution. "Portal by BGL, Simple Fund and OneVue's transaction and administration system have created ... |
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