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Showing 21 - 30 of 39 results for "Watershed"

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... model review, Victorian advice practice Kuda Wealth now offers a suite of risk-based portfolios designed and built by Watershed Funds Management via the OneVue platform. Kuda Wealth principal Michael Davie said he found OneVue's functionality to be more ...

Praemium expands global SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
... SMAs in January, adding international models from the likes of Arnhem Investment Management, Joseph Palmer & Sons and Watershed.

Praemium enhances digital offering

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... accounts. Users of Praemium can now access models from the likes of Arnhem Investment Management, Joseph Palmer & Sons and Watershed to further diversify their portfolios. "We are very excited to have added an international capability to the Praemium ...

Praemium SMAs go global

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
... diversification. International models from managers including Arnhem Investment Management, Joseph Palmer & Sons and Watershed are now available on the platform, providing greater choice and cost-effective, direct access to 26 developed global markets ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... Mason Stevens, Netwealth, and Praemium among the presenters, exhibitors and major partners. Managed accounts experts Watershed and Beulah Capital are also among the presenters. The Financial Standard Best Practice Forum on Managed Accounts will be held ...

New white labels highlight OneVue growth

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
... solutions to clients. "We were fortunate to tap into the expertise of specialist managed account investment solutions group, Watershed Funds Management. They helped us navigate the market to select a contemporary platform that would support the complex ...

HUB24 continues growth trajectory

JAMIE WILLIAMSON  |  THURSDAY, 27 OCT 2016
... July; HUB24 now offers nine international equity managed portfolios including portfolios from AllianceBernstein and Watershed Funds Management. The platform also signed 17 new distribution agreements over the quarter, introducing 31 new advisers to its ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
... how managed accounts are accelerating the growth of the financial advice industry. Those in attendance also heard from Watershed's Adrian Rowley on the role managed accounts play in navigating volatile markets, Santi Burridge from Implemented Portfolios ...

Watershed SMA makes the right calls

MICHELLE BALTAZAR  |  SUNDAY, 11 SEP 2016
Over a difficult trading year to July 30, where world markets dipped into the red, the Watershed International ETF SMA delivered 6.86% p.a. gross return for its investors, outpacing its benchmark the MSCI World Index (AUD) which lost 2.48%, giving outperformance ...

OneVue launches international equities capability

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
... directly in companies listed across eight securities exchanges including Europe, the United States, Asia and New Zealand. Watershed Funds Management and Fat Prophets are the first investment managers to have signed up for the LUMINOUS international service. ...