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Showing 411 - 420 of 426 results for "Separately Managed Account"

More growth through structured products and MAs

Structured products and managed or wrap accounts are the next cornerstones of the global investment funds sector, according to an on-the-spot poll of fund managers and other industry participants at the SIBOS conference held this week. The majority ...

First Capital approves acquisitions

KATE HAGE  |  THURSDAY, 14 SEP 2006
Listed financial services operator First Capital Group has received shareholder approval to acquire several businesses, including Sydney based separately managed accounts funds manager Explorer Group, and a share in seminar group Empowernet Digital. ...

Praemium to access UK's wealthiest through Lloyd's

KATE HAGE  |  MONDAY, 28 AUG 2006
Listed portfolio administration provider Praemium will provide services to the UK's wealthiest private investors through a new distribution deal signed with Argenta Private Capital. Praemium has appointed UK based Lloyd's adviser Argenta to distribute ...

Financial services exports trailing economy

KATE HAGE  |  MONDAY, 14 AUG 2006
Shadow Minister for Foreign Affairs, Trade and International Security Kevin Rudd has unveiled a plan to promote Australia as an Asia hub and boost financial services exports, saying we are missing a potential growth opportunity. Speaking to the Investment ...

SMAs step up to platforms

Australian Financial Services (AFS) Group is the latest to join a growing number of dealer groups who are pioneering the use of separately managed accounts (SMAs), touted the biggest thing since platforms. AFS joins Tolhurst Noall and Lonsdale Financial ...

First Capital and Explorer to launch SMSF wrap 'OzSuper'

ASX listed finance group First Capital is set to acquire separately managed account (SMA) provider Explorer Group for $14.6 million and launch what it claims is the first self-managed super fund (SMSF) wrap in the country. Through the acquisition, First ...

Praemium adds NSW head of sales

KATE HAGE  |  THURSDAY, 13 JUL 2006
... Praemium's Portfolio Administration Services (PAS) among advisers and SMSF administrators and their separately managed account (SMA) technology. Previously Fiennes held positions with ABN AMRO Morgans, as a private client adviser, and was the business ...

Lonsdale launches into SMAs with Direct Portfolio

HAMISH MADDEN  |  TUESDAY, 6 JUN 2006
... Lonsdale Financial Group has announced that it is partnering with Direct Portfolio Services to roll-out separately managed account (SMA) capabilities to its adviser network. Lonsdale has decided to implement Direct Portfolio Services' ShareInvest SMA ...

Praemium joins forces with IWL and Coin

HAMISH MADDEN  |  TUESDAY, 23 MAY 2006
Recently listed portfolio administration provider Praemium has announced a strategic partnership with IWL and Macquarie's Coin Financial Software in a bid to streamline account administration and management. Using the non-proprietary External Platform ...

Counting on SMAs with Praemium

... Financial, the country's third largest network of financial advisers, has signed up with Praemium/MLIM's separately managed account (SMA) platform. While the managed accounts sector is well-established in the US, the local market is yet to embrace SMAs ...