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Showing 341 - 350 of 426 results for "Separately managed account"

Navigator tops best platform list

RUTH LIEW  |  MONDAY, 29 MAR 2010
... deemed the best performer following a series of enhancements, including the launch of an integrated separately managed account offering for super and non-super investments, increased equity product range, and improved integrated risk capabilities. Add ...

Asgard spends big on platform upgrades

MICHAEL HOBBS  |  FRIDAY, 26 MAR 2010
... investment option. The firm is introducing model portfolio services to the platform and implementing separately managed account (SMA) or individually managed account (IMA) capabilities. Financial advisers also gain an online tool that will help them ...

Praemium targets new SMA service

RUTH LIEW  |  THURSDAY, 11 MAR 2010
... looking to "rebrand" its V-Wrap service in the coming months with improved services, and working on a separately managed account offering that gives investors exposure to asset classes outside equities. Speaking at the Praemium Business Solutions Conference ...

IMA research lag hampers investors

RUTH LIEW  |  WEDNESDAY, 17 FEB 2010
The lack of research on individually managed accounts (IMAs) in Australia have prevented more investors from putting their funds in the sector. According to Kris Vogelsong, head of corporate development at Private Portfolio Managers, the US' IMA and ...

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
Platform and admin providers have less than three weeks to map out a bid that could secure them a landmark contract from a new planning syndicate led by Wizard founder Mark Bouris and ex-Genesys head Ray Miles - but details of the bid suggest any deal ...

SMAs to turbocharge SMSFs

MICHELLE BALTAZAR  |  TUESDAY, 15 DEC 2009
The Cooper Review highlights separately managed accounts (SMAs) as an appealing platform for SMSFs, and has challenged the industry to come up with fresh answers on how SMAs can be adopted widely. The issues paper released yesterday highlighted the ...

S&P gives DNR three stars

COMPANY RELEASE  |  FRIDAY, 4 DEC 2009
... assigned its three-star rating to the Dalton Nicol Reid Australian Equity Growth Incrementus Portfolio, a separately managed account model portfolio (SMA) offered by Dalton Nicol Reid (DNR). DNR is a Brisbane-based boutique-fund manager established in ...

OneVue becomes independent

RUTH LIEW  |  THURSDAY, 3 DEC 2009
OneVue is now 100 per cent independently owned after buying more than 60 per cent of its interest back from Direct Portfolio Group Limited. The interest was acquired by Pentafin Wealth Systems, which is part of OneVue group. As a result, OneVue's link ...

Ralton wins three stars

COMPANY RELEASE  |  MONDAY, 9 NOV 2009
Standard and Poor's assigns three-star ratings to three separately managed account model portfolios (SMAs) from Ralton Asset Management. The three SMAs are the Ralton Leaders model portfolio, the Ralton High Yield Australian Shares model portfolio ...

Premium eyes more practices

MICHAEL HOBBS  |  MONDAY, 26 OCT 2009
... Management is in talks with a dozen practices to join its ranks and is also looking at ways to access separately managed account (SMA) technology. Chris Saunders, chief executive at Premium Wealth Management, said the business is talking to a number ...