Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 371 - 380 of 985 results for "Managed Accounts"

Netwealth launches Milliman managed accounts

ANNABELLE DICKSON  |  FRIDAY, 24 JUL 2020
... Milliman has formed a partnership with platform provider Netwealth to widen the distribution of its first range of managed accounts that aim to dampen the effects of market volatility. Milliman's first managed account offering, SmartShield, launched ...

Specialist platforms prosper in June quarter

ALLY SELBY  |  MONDAY, 20 JUL 2020
... management at June 30, recording net inflows of $500 million for the quarter, including inflows of $400 million into managed accounts.

Netwealth booms amid pandemic

ALLY SELBY  |  FRIDAY, 10 JUL 2020
... management at 30 June, with FUM net inflows for the quarter of $500 million, including inflows of $400 million into managed accounts. As of June 30, the platform had a balance of $5.8 billion held in managed accounts. This was an increase of $3 billion ...

Powerwrap to merge with Praemium

KANIKA SOOD  |  THURSDAY, 9 JUL 2020
... EBITDA operating cost synergies (on a preliminary basis) to total $6 million by FY2022. Praemium's virtual managed accounts service has been a strong area of growth for the past year. It will pay for the acquisition via a recently-entered $15 million ...

JBWere to continue using Praemium

KANIKA SOOD  |  TUESDAY, 7 JUL 2020
... extend its partnership with Praemium," Praemium chief executive Michael Ohanessian said. "Praemium's Virtual Managed Accounts (VMA) continues to be the benchmark in complex corporate actions management, performance and asset analytics, and tax reporting. ...

Model portfolio growth up 70%

ELIZA BAVIN  |  MONDAY, 6 JUL 2020
Australia's model portfolio landscape is growing at a rapid rate, with the number of models available on managed accounts up 70% per annum, according to Rainmaker Information. Rainmaker research found over the last four years, the number of model portfolios ...

Chant West, Zenith agree on acquisition

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... chief executive David Wright said the acquisition adds a new business segment to Zenith's current business of managed accounts and of rating managed funds. "We see Chant West as a leader in its space and the acquisition presents a great opportunity ...

Managed accounts demand rises: Zenith

ELIZA BAVIN  |  TUESDAY, 23 JUN 2020
Zenith Investment Partners said demand for its managed accounts services grew amid the uncertainty and volatility in investment markets sparked by the COVID-19 pandemic. Zenith chief executive David Wright said it was not unexpected that advice firms ...

Former Fidelity wholesale head joins Sydney boutique

KANIKA SOOD  |  THURSDAY, 11 JUN 2020
Former head of wholesale sales for Fidelity's Australian business has joined a Sydney managed accounts provider as it looks to expand its customised SMA offering with independent financial advisers. Andrew Mathie has joined Atticus Wealth as its head ...

Active share, past outperformance can predict returns

KANIKA SOOD  |  MONDAY, 11 MAY 2020
A new study argues that separately managed accounts with high active shares and a history of outperformance can be expected to continue delivering in the future. Active share, which was introduced by Cremers and Petajisto in 2009, is calculated as the ...