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Showing 21 - 30 of 54 results for "individually managed accounts"

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... limited access advisers and clients have to actively managed global shares. Having only offered global individually managed accounts to date, PPM cited demand for an experienced active global equities manager from users of separately managed accounts ...

IRESS and MainstreamBPO in super admin deal

KARREN VERGARA  |  THURSDAY, 13 JUL 2017
... "MainstreamBPO has been a client of IRESS for many years, using our technology solutions to administer individually managed accounts, wholesale mandates and superannuation administration. This capability positions MainstreamBPO well to meet the current ...

Private Portfolio Managers launch SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... account strategies on Powerwrap. Previously the boutique investment manager has exclusively offered individually managed accounts, but has broadened its managed accounts offering to meet growing adviser demand. PPM said advisers are looking for "access ...

MDAs overhauled by new regulations

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2016
... the unclear 'no action letter' framework." "In addition, growth prospects now look stronger for individually managed accounts (IMAs). This speaks to the benefits to investors of receiving a customised service rather than being sold a product," Seccombe ...

DNR Capital fund scores 'Recommended' rating

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
... that was previously only available through DNR Capital's separately managed accounts (SMAs) and individually managed accounts (IMAs). "The fund offers investors a concentrated exposure to Australian equities, typically 20 to 25 stocks, and was launched ...

Boutique asset manager signs new exec

DARREN SNYDER  |  WEDNESDAY, 13 JUL 2016
... $500 million in assets under management, and a 25-year history of delivering client returns via individually managed accounts and specialised unit trusts.

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
... now almost 350 model portfolios available to investors through either Separately Managed Accounts, Individually Managed Accounts, Discretionary Managed Accounts and the fully flexible Universal Managed Account structure. These models are managed by more ...

Treysta moves $200 million funds under advice into managed accounts

MICHELLE BALTAZAR  |  MONDAY, 28 SEP 2015
... standards - transitioning the investment portfolios of majority of its clients, around 500 of them, into individually managed accounts (IMAs). That's a substantial $200 million in funds under advice - and growing. The move was transformative on many ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... other common managed account structures Heather refers to are separately managed accounts (SMAs) and individually managed accounts (IMAs). IMAs offer roughly the same level of customisation and personalisation as an MDA, but require fewer additional ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... managed accounts market spans a spectrum of offerings encompassing managed discretionary accounts, individually managed accounts, separately managed accounts and unified managed accounts. A major feature of the report is explaining how these evolved ...