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Showing 451 - 460 of 1078 results for "Separately"

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Patersons Securities has launched its first separately managed account offerings. The stockbroking and wealth management firm released two SMA models this week. The models had previously been run by Patersons as in-house model portfolios. It is the ...

Ariel Investments promotes president

KARREN VERGARA  |  MONDAY, 22 JUL 2019
... 1983, which began as a small and mid-cap value manager, and has evolved to offer defined contribution plans, as well as separately managed accounts for institutions and high-net-worth individuals. Hobson commented: "Ariel has been my home for nearly ...

CFS hires executive manager of insurance

KARREN VERGARA  |  THURSDAY, 18 JUL 2019
... for over eight years. Prior to that, she was an assistant product manager at AMP and portfolio manager at MetLife. Separately, CFS recently saw the departure of executive general manager Linda Elkins, who will become KPMG's national sector leader ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... clients their way." BTFG said further enhancements are scheduled over the coming quarter - including enabling the use of separately managed accounts (SMAs) within other SMA models and broadening the managed fund fee rebate capability across all managed ...

Managed investment scheme operator AFSL canned

ELIZABETH MCARTHUR  |  FRIDAY, 12 JUL 2019
... and derivatives fund. Worboys and Barnett did not appeal their bans to the Administrative Appeals Tribunal. ASIC has separately taken action to wind up Courtenay House Capital Trading Group and Courtenay House. Said Jahani and John McIerney of Grant ...

Xplore Wealth launches new solution

HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
... offering a simplified and clear approach that efficiently supports our loyal advisers and their clients," he said. Separately, non-executive director and AFCA ombudsman Pamela McAlister stepped down from her role on the firm's board due to the increased ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... management of its SMA platform solution as it aims to rid itself of product conflicts. The Privilege Managed Account is a separately managed accounts platform made up of seven model portfolios. These were offered to clients through HUB24 and are owned ...

Industry funds consider $22bn merger

JAMIE WILLIAMSON  |  FRIDAY, 28 JUN 2019
... talks with Statewide Super and WA Super since March, but an agreement was not met and a potential merger was abandoned. Separately, as of July 1 the group insurance offered to Tasplan members is provided by MetLife. The insurer was awarded the mandate ...

Super funds can spearhead infrastructure: Expert

HARRISON WORLEY  |  WEDNESDAY, 29 MAY 2019
... that industry funds were keen to drive growth and create jobs with the capital they invest on behalf of their members. Separately, the panel discussed structural changes facing the financial services industry, particularly the move towards disaggregation ...

Praemium signs new SMA deal

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
... deliver its customised portfolio solution. Pitcher Partners' Brisbane office has selected Praemium to provide a new separately managed account service; with Praemium saying the deal gives Pitcher Partners "the ultimate flexibility", to create custodial ...