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Showing 451 - 460 of 1272 results for "managed account"

JBWere to continue using Praemium

KANIKA SOOD  |  TUESDAY, 7 JUL 2020
JBWere has extended its agreement with the ASX-listed platform business to provide reporting and non-custodial administration for the private banking giant's wealth management client portfolios. JBWere will continue using Praemium for another two years. ...

Model portfolio growth up 70%

ELIZA BAVIN  |  MONDAY, 6 JUL 2020
... managed accounts hold an aggregate $65 billion as at the end of March 2020. A review of nearly 100 separately managed account (SMA) platforms revealed there are 1003 discrete model portfolios offered by 193 investment managers, research houses and financial ...

Implemented Portfolios partners with Wealth Today

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... (IPL) has entered into an agreement with Wealth Today to provide their financial advisers with an individually managed account (IMA) offering. The managed account provider was added to the Wealth Today approved product list and will be available to financial ...

Chant West, Zenith agree on acquisition

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
Chant West is shelving its legal proceedings against Zenith, as the latter comes back to the table on its planned acquisition, which will see Chant West chief executive Brendan Burwood exit the business. The two companies completed a business sales ...

Managed accounts demand rises: Zenith

ELIZA BAVIN  |  TUESDAY, 23 JUN 2020
... changes immediately on behalf of multiple clients when required can be invaluable. "The benefit of a more customised managed account solution for clients is that it can be fully tailored to meet the best interests of an advice practices' specific ...

Former Fidelity wholesale head joins Sydney boutique

KANIKA SOOD  |  THURSDAY, 11 JUN 2020
Former head of wholesale sales for Fidelity's Australian business has joined a Sydney managed accounts provider as it looks to expand its customised SMA offering with independent financial advisers. Andrew Mathie has joined Atticus Wealth as its head ...

Active share, past outperformance can predict returns

KANIKA SOOD  |  MONDAY, 11 MAY 2020
A new study argues that separately managed accounts with high active shares and a history of outperformance can be expected to continue delivering in the future. Active share, which was introduced by Cremers and Petajisto in 2009, is calculated as the ...

Macquarie advice shift offers mixed results

HARRISON WORLEY  |  FRIDAY, 8 MAY 2020
Macquarie's advice shift towards high-net-worth clients has both dragged and contributed to the firm's full-year results. Announcing its full-year results to the market today, Macquarie revealed its banking and financial services arm made a ...

Advice, but not as you know it

ELIZA BAVIN  |  THURSDAY, 7 MAY 2020
... existing trends as an effect of COVID-19. "It could, for example, accelerate the trend towards the adoption of managed account strategies within the advice industry because of the ability to adjust client portfolio strategies more readily in the quickly ...

Netwealth, Ironbark partner

ELIZA BAVIN  |  THURSDAY, 7 MAY 2020
Netwealth and Ironbark Asset Management have entered into a partnership to deliver managed account solutions to financial advice groups. Netwealth has launched a new managed account solution with Ironbark to provide private label managed account managers ...