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Showing 411 - 420 of 952 results for "managed accounts"

SSGA launches four model portfolios

KARREN VERGARA  |  THURSDAY, 30 MAY 2019
... to implement - and sat within a model portfolio structure. Eighty-six percent of financial advisers that use managed accounts are searching for better solutions from clients in terms of portfolio construction, she told Financial Standard. "And in today's ...

Praemium signs new SMA deal

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
... solutions for many of its current and future clients. "We are delighted to have Pitcher Partners Brisbane as a new managed accounts partner," Praemium head of distribution Martin Morris said. "We pride ourselves on offering solutions that meet the demands ...

VGI Partners' dual pitch to investors

KANIKA SOOD  |  WEDNESDAY, 15 MAY 2019
... manages about $2.1 billion through its master fund ($814 million), offshore funds ($246 million), independently managed accounts ($438 million) and the LIC (to have $937 million after the LIC raise). Its net profit after tax stood at $34.9 million, almost ...

Multi-asset SMA launches

KARREN VERGARA  |  TUESDAY, 14 MAY 2019
A new managed accounts provider has launched a private label, multi-asset separately managed account. Sydney-based investment research and managed accounts firm, Resonant Asset Management, has made the SMA available to financial advisers and dealer ...

Boutique appoints portfolio manager

KANIKA SOOD  |  WEDNESDAY, 8 MAY 2019
... work with equities: OC Funds Management is an Aussie small caps manager; Ralton works with Australian equity managed accounts; Veritum Asset Management invests in income-generating equities and Chester Asset Management is a high conviction equities m ...

Lonsec to acquire in-house managed account offerings

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
... was becoming increasingly difficult for advisers and licensees to charge portfolio management fees for in-house managed accounts. It also noted ASIC is investigating the integrity of managed accounts constructed by advice licensees who may not have the ...

Pendal profits plunge, advisers remain positive

KANIKA SOOD  |  THURSDAY, 2 MAY 2019
... through Pendal is now in MySuper corporate super mandates, multi-manager mandates, Westpac's life company and managed accounts. Pendal also has a relationship with Viridan Advisory, which bought Westpac advisers earlier this year. "We recognise their ...

Super startup to relaunch

HARRISON WORLEY  |  TUESDAY, 30 APR 2019
... available on FairVine's website, the fund is a sub-plan of Aracon Superannuation Fund, which was acquired by Managed Accounts Holdings - now Xplore Wealth - late last year. FairVine has partnered with Hannover Re to provide group life cover to members. ...

Rush of advisers sign up before FASEA deadline

ELIZABETH MCARTHUR  |  FRIDAY, 26 APR 2019
... than 900. Elsewhere in the Rainmaker report, platform funds under advice in master trusts, wraps and selected managed accounts increased 1% during the 12 months before December 2018 to reach $691 billion. However due to poor stock market performance ...

Platform provider wins mandate

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
... ASX-listed platform provider has won a mandate from a wealth firm for a new managed discretionary account service. Managed Accounts Holdings will work with First Point Wealth Management to set up an MDA service. The move comes as First Point Wealth Management ...