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Showing 381 - 390 of 426 results for "Separately managed account"

ShareInvest gets Lonsec approval

MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
OneVue's separately managed account (SMA) product, ShareInvest, received an 'approved' rating from Lonsec. Lonsec found the product's fees were transparent and reasonable for the administration service provided. "This means when financial planners use ...

SMAs champion tax time efficiency

RUTH LIEW  |  WEDNESDAY, 4 JUN 2008
Separately managed account (SMA) provider Direct Portfolio Services is axing brokerage for a limited time on all funds invested in its products to incentivise investors in the countdown towards the end of the financial year. Hoping to educate investors ...

IMAP gains Aviva muscle

RUTH LIEW  |  MONDAY, 2 JUN 2008
The Institute of Managed Accounts Providers (IMAP) is aiming to spread the platform reach of separately managed accounts (SMAs) with the appointment of Aviva manager of investment products, Peter Rowley, as an IMAP director. Rowley currently heads up ...

Praemium raises $8m working capital

MICHAEL HOBBS  |  THURSDAY, 29 MAY 2008
... is poised for growth having recently received regulatory approval for the unique adaptation of the separately managed account (SMA) for UK market." Praemium provides online portfolio administration services via its V-Wrap service, market data systems ...

Investment Trends names top SMAs

RUTH LIEW  |  TUESDAY, 20 MAY 2008
BlackRock, MLC and Tricom are among the top separately managed account (SMA) players according to a new Investment Trends report. BlackRock has surged ahead of the separately managed account (SMA) pack to be crowned the provider with best overall functionality ...

Praemium signs on UK Fat Prophets

RUTH LIEW  |  WEDNESDAY, 7 MAY 2008
ASX listed separately managed account (SMA) technology provider Praemium has signed a letter of engagement with the UK arm of Fat Prophets to launch its own branded version of the British version of the SMA, SO Smartfund. According to a statement released ...

Pentafin recruits ex-Macq head

RUTH LIEW  |  FRIDAY, 2 MAY 2008
... and AC Goode & Co. The appointment comes less than a month after Pentafin signed a deal to merge with separately managed account (SMA) specialist Direct Portfolio, whose majority shareholder is St George owned Ascalon Capital Managers. According to Connie ...

Managed accounts hold trumpcard

MICHELLE BALTAZAR AND RUTH LIEW  |  WEDNESDAY, 30 APR 2008
As investors get jittery about their portfolios after Opes Prime and Lift Capital's collapse, the inherent feature of investors retaining beneficial ownership of their shares has become a key selling point for separately managed accounts (SMAs), industry ...

Praemium and COIN connect

RUTH LIEW  |  THURSDAY, 24 APR 2008
... data-feeds." PrA|mium supplies online portfolio administration services (V-Wrap), market data (p-Desktop) and Separately Managed Account (SMA) technology to wealth managers, financial planners, accountants, stockbrokers and SMSF administrators. V-Wrap ...

AMP launches SMA platform

RUTH LIEW  |  TUESDAY, 22 APR 2008
AMP has launched a separately managed account (SMA) platform, developed specifically for Hillross Financial Services clients, in a bid to better manage the direct equities portion of their clients' portfolios. The new Personalised Portfolio service ...