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Showing 351 - 360 of 985 results for "Managed Accounts"

Powerwrap delists, Praemium takes over

ANNABELLE DICKSON  |  MONDAY, 12 OCT 2020
Managed accounts platform Powerwrap has de-listed from the ASX and its chief executive and board have stepped down following the acquisition by Praemium. In the next move of the off-market takeover, Praemium made payment of the 94% in acceptances on ...

Ratings house launches

KARREN VERGARA  |  THURSDAY, 8 OCT 2020
... made available to financial advisers. Ashton said because Evergreen Consultants has traditionally focussed on managed accounts and liquid investments, an analysis of the 'non-traditional' products often sits outside the scope of standard client work. ...

Clime partners with asset consultant

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... asset allocation advice and assisting in selecting managers for the managed fund component of Clime's separately managed accounts. The appointment comes as Clime sees an increased demand for its multi-asset managed account portfolios which use Clime's ...

Superhero sets eyes on managed accounts

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
Newly launched trading platform Superhero has revealed it has the functionality to offer managed accounts to investors, and would be looking into developing this and an APL further in the future. The platform, which launched at the beginning of September ...

Multi-strategy fund launches

KARREN VERGARA  |  FRIDAY, 2 OCT 2020
... investment vehicle that can deliver solid risk-weighted returns in volatile markets." Ferguson Hyams has been offering managed accounts since 2016. It recently moved to a daily-priced fund offering to offer insight into its liquid trading strategies ...

InvestPro appoints Australia lead

ELIZA BAVIN  |  TUESDAY, 29 SEP 2020
... be responsible for growth and localising InvestPro for the Australian superannuation, Asian funds, wealth and managed accounts markets. He joins FRS with over 30 years of experience in leading transformation delivery for financial services firms including ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Aberdeen Standard Investments has added two financial planning firms to its separately managed accounts (SMA) service. Futuro Financial Services and Profusion Planning have joined the SMA service, which has goals-based models and manages 18 multi-asset ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... "We're looking to boost the availability of MDAs to the adviser community, as advice business and adviser use of managed accounts and portfolios increases. Adding 30 of our model portfolios to one of the fastest-growing retail platforms in Australia ...

Boutique welcomes operations chief

KARREN VERGARA  |  TUESDAY, 22 SEP 2020
... operating officer for a global investment firm and equities product manager, as well as her work with separately managed accounts," Rahmani said.

Zenith hires consultants from Lonsec

KANIKA SOOD  |  FRIDAY, 18 SEP 2020
... was the deputy head of research and a manager, equities. Zenith has also added two consultants, to support its managed accounts offering and service pipeline of clients. Calvin Richardson is another Lonsec hire having worked as an investment analyst ...