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Showing 401 - 410 of 6465 results for "Wrap"

Active management culture shifts boardroom discussion

DARREN SNYDER  |  THURSDAY, 7 SEP 2017
A global fund manager says all active management is not created equal yet it is being lumped together, leaving the industry to rewire its conversations with asset owners. During a trip to Melbourne, Sydney and Auckland recently to speak to institutional ...

Fidelity hires new director

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
Fidelity International appointed a new lead to help expand its Australian wholesale sales team. Andrew Mathie joins Fidelity as a director of wholesale sales for Australia after serving as a senior key account manager at Vanguard Investments. Sydney-based ...

Investment managers turning to hungry retail market

ALEX BURKE  |  MONDAY, 24 JUL 2017
... markets," King says. Although King conceded it's generally more expensive for managers to "go down the retail path" - given wrap and platform fees, sales and distribution efforts - the upside is a more diversified client base, which can be extremely ...

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... WealthO2 uXchange, a managed funds transaction exchange that provides financial advisers with an alternative to traditional wrap platforms and mFunds. The platform offers access to a range of registered domestic and global funds, which are selected on ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... modelling tools and interactive client review tools." As a result the most widely used platforms, CFS FirstChoice and BT Wrap, are increasingly under threat from the new guard - Netwealth, BT Panorama and HUB24. "Netwealth, HUB24 and BT Panorama are ...

Bravura inks deal with $4.7bn insurer

ALEX BURKE  |  THURSDAY, 13 JUL 2017
... efficiency to customers and business partners alike." Bravura chief executive Tony Klim added: "Building on our success in the wrap platform market, Bravura is committed to increasing our presence amongst UK pensions and life insurance providers, to ...

Real Asset Management embraces SMAs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... of its product range, Real Asset Management now offers two separately managed account strategies. Available via Macquarie Wrap, RAM's Diversified Fixed Interest & Credit SMA and its Listed Interest Rate Securities SMA strategies are concentrated on tax-effective ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
XTB is expanding its pure fixed income separately managed account solution onto Macquarie Wrap. The ACBC Fixed Income No. 1 Model Portfolio was first available to financial advisers in February using Praemium SMA and SuperSMA platforms, and invests ...

HUB24 lures BTFG executive

KARREN VERGARA  |  FRIDAY, 23 JUN 2017
... billion in funds under administration. In the early stages of his career, Lawrenson was also instrumental in building BT Wrap and in 2010, took responsibility for Asgard Wealth Solutions before spearheading the BT Panorama platform transformation. HUB24 ...

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
Managed discretionary accounts provider MA Operator launched a platform aiming to be a low-cost alternative to traditional wraps and the unlisted managed funds platform mFund. MA Operator co-founder Shannon Bernasconi said uXchange enables advisers ...