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Showing 471 - 480 of 1272 results for "managed account"

Good time to be in managed accounts: IMAP

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... been slightly eased, according to IMAP chair Toby Potter. Potter told Financial Standard that while it is likely managed account portfolios will have been affected in similar ways to any other portfolio, the impact has not been felt as extremely. "You'd ...

IMAP not anticipating regulatory overhaul

ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
The chair of IMAP does not expect a major overhaul of the managed accounts space when ASIC's focus returns to the MDA review. Earlier this week, ASIC announced the MDA review is being put on hold, after "recalibrating" its regulatory priorities as it ...

NAB Private director starts new venture

KANIKA SOOD  |  MONDAY, 23 MAR 2020
A former director in NAB's private bank has set up a funds management distribution business, and has signed a UK fund manager as its first client. Richard Borysiewicz, who was a private client director at NAB Private focusing on high-net-worth clients ...

Platforms maintain cash rate on RBA cut

ALLY SELBY  |  FRIDAY, 20 MAR 2020
... levels of cash to support monthly pension payments," she said. "The other factor to consider is when a separately managed account or investment manager of a managed account decides to increase cash allocation. This substantially increases the levels ...

Praemium rolls out investment tools, options

HARRISON WORLEY  |  TUESDAY, 10 MAR 2020
... functionality for advisers and the addition of an Australian Ethical Australian equities option to its separately managed account (SMA). Praemium has moved to embed Sustainalytics ESG research and analysis within its integrated managed accounts platform ...

Clime launches new SMA portfolios

ALLY SELBY  |  FRIDAY, 6 MAR 2020
Clime Investment Management has launched four new separately managed account portfolios to help diversify self-directed investors' wealth amid skyrocketing volatility. Investors can now access Clime's balanced (35% defensive, 65% growth), growth ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
Wealth management platform WealthO2 has appointed a national business development manager, set to build awareness of the quickly growing service. Former Lonsec senior BDM, Greg Schapkaitz, has nabbed the newly created role, and will report directly ...

HUB24 hires managed portfolios lead

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
... wasted little time getting to work, securing the exclusive launch of Milliman's new locally-designed SmartShield managed account series, the $240 billion firm's first such offering. The series is designed to protect investors against volatility and capital ...

Netwealth gains $9.5bn, reveals expansion plans

ELIZABETH MCARTHUR  |  TUESDAY, 18 FEB 2020
Netwealth's funds under administration grew by $9.5 billion in the first half of 2020, as the platform reveals plans to expand its distribution team. Netwealth reported FUA of $28.5 billion, an increase of $9.5 billion and net inflows for 1H2020 of ...

Netwealth leads the platform pack

ALLY SELBY  |  TUESDAY, 18 FEB 2020
Investment Trends has released the 16th edition of its Platform Benchmarking and Competitive Analysis Report, with Netwealth taking out the top gong. The wealth management platform led the pack for overall platform functionality, followed closely by ...