Search Results | Showing 371 - 380 of 426 results for "Separately managed account" |
| | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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' 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
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