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Showing 351 - 360 of 428 results for "Separately managed account"

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 ...

Aviva SMA attracts $10m in six weeks

COMPANY RELEASE  |  THURSDAY, 22 OCT 2009
Aviva's separately managed account (SMA) has attracted nearly $10 million in financial planning client investment after six weeks. The Aviva SMA is available on more than 20 dealer groups and over 50 financial advisers have used the structure for client ...

OneVue adds DNR

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
OneVue has added five Dalton Nicol Reid MAx, Managed Account Xertus, portfolio mandates to its managed account. Dalton Nicol Reid provides financial advisers with monthly mandate updates, detailed audio updates and stock change advice. Charles Cornish ...

Powerwrap goes live

COMPANY RELEASE  |  TUESDAY, 8 SEP 2009
Praemium-backed online managed funds trading platform Powerwrap has started operations, and is aiming to add SMA functionality to its repertoire in the next quarter. The Powerwrap Investment Account - a managed investment scheme (MIS) operating on Praemium's ...

OneVue introduces portfolio blocking

RUTH LIEW  |  TUESDAY, 18 AUG 2009
Separately managed account provider OneVue has unveilled a new portfolio blocking service to its SMAs to protect the intellectual property of fund managers. Brett Marsh, head of transition strategy at OneVue, said the protection of intellectual property ...

SMA ratings bring clarity for advisers

RUTH LIEW  |  WEDNESDAY, 12 AUG 2009
Standard & Poor's has awarded inaugural ratings to six separately managed account products - a move that could help advisers make better informed decisions when selecting SMAs for clients. S&P has given four stars to the Ausbil Australia Concentrated ...

Aviva names SMA model managers

MICHAEL HOBBS  |  THURSDAY, 30 JUL 2009
... Goldman Sachs JBWere and Perennial Investment Partners to provide eight different models on the firm's separately managed account (SMA). The SMA model manager line-up, which also includes Aviva Investors and UBS, is designed to provide financial planners ...

Oasis looks to SMAs and ETFs

RUTH LIEW  |  WEDNESDAY, 15 JUL 2009
... attention there and that also leads directly to ETFs," he said. Meanwhile Oasis is also looking at the separately managed account sector, which Rawlinson said has been another area that has come under increasing attention by advisers. With high management ...

BGL signs on to OneVue SMA

COMPANY RELEASE  |  MONDAY, 13 JUL 2009
More than 250,000 SMSFs can now more easily access SMAs after OneVue scored a major deal with BGL Financial Services. The white-labelled product will be known as SMSF Invest, and will be distributed by SMSF software provider BGL Corporate Solutions. ...