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Showing 371 - 380 of 426 results for "Separately managed account"

Aussie tech providers score overseas deals

MICHAEL HOBBS  |  THURSDAY, 15 JAN 2009
... million under management in three years. According to Praemium, the service will be similar to the separately managed account (SMA) services it provides in Australia. Praemium's Australian business includes online portfolio administration services via ...

AMP forays into SMAs

RUTH LIEW  |  WEDNESDAY, 14 JAN 2009
One of the country's largest financial planning groups, AMP, has launched its own separately managed accounts product following advisor feedback. Paul Sainsbury, AMP product manufacturing director, said the launch of the product, the AMP Personalised ...

Linear launches enhanced MA

MICHAEL HOBBS  |  WEDNESDAY, 26 NOV 2008
... cost. The Melbourne based firm launched the Linear Managed Account (LMA) after the firm released a separately managed account (SMA) product with similar capabilities in April. However, Linear Financial is touting the LMA as an alternative to many SMA ...

Præmium to add wrap client

MICHAEL HOBBS  |  WEDNESDAY, 19 NOV 2008
... PrA|mium and independent wrap platform provider, Powerwrap signed an agreement deal to provide V-Wrap and separately managed account (SMA) technology to the platform. The 'heads of agreement' deal means Powerwrap's platform can provide access to direct ...

Bakers portfolio rated 'investment grade'

MICHAEL HOBBS  |  WEDNESDAY, 12 NOV 2008
... manage the model portfolio which is distributed by BlackRock Investment Management (Australia) using a separately managed account (SMA) structure. The portfolio provides exposure to alternative energy securities across a range of sectors including low-emission ...

More planners to use SMAs

MICHELLE BALTAZAR  |  THURSDAY, 6 NOV 2008
More than 80 per cent of financial planners and other wealth management professionals who offer separately managed accounts (SMA) to their clients see SMAs as a tool to generate a new revenue stream for their business, a survey shows. The findings came ...

Avanteos launches managed account

MICHAEL HOBBS  |  TUESDAY, 21 OCT 2008
... Avanteos' managed account solution in an IMA, the way the product has been developed means we can offer a separately managed account (SMA) solution as well," said Steve Thomas, Avanteos general manager of product and distribution. "Our managed account ...

Præmium adds CRM service

MICHAEL HOBBS  |  TUESDAY, 21 OCT 2008
... Praemium provides online portfolio administrations services via V-Wrap, market data through p-Desktop and separately managed account (SMA) technology to financial planners, accountants and wealth managers. V-Wrap administers more than $29 billion for ...

FPWS unveils new SMA service

RUTH LIEW  |  TUESDAY, 14 OCT 2008
First Prudential Markets is entering the separately managed accounts arena via a partnership with First Prudential Wealth Services. "[Managed accounts] are highly tax efficient, provide direct ownership of shares and can be cheaper than managed funds ...

PE firms gobble Lehman Bros AM

RUTH LIEW  |  WEDNESDAY, 1 OCT 2008
Neuberger Berman, a subsidiary of the now defunct Lehman Brothers, along with a huge slice of the parent company's asset management business has been sold for $2.7 billion to private equity giants Bain Capital Partners and Hellman & Friedman. The transaction ...