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Search ResultsShowing 31 - 36 of 36 results for "Managed Accounts Holdings"
MGP subsidiary buys stake in QLD advice firm
ALEX BURKE  |  MONDAY, 18 JUL 2016
Managed Accounts Holdings (MGP) subsidiary Planner Holdings has acquired a minority interest in a Queensland-based advice firm. Holman McGregor Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder ...
Knight Financial Advisors unveils new MDA service
MARK SMITH  |  WEDNESDAY, 25 MAY 2016
... managed discretionary account (MDA) service built in partnership with listed managed account operator Managed Accounts Holdings (MGP). The service replaces the licensee's proprietary investment administration system and sees up to $300 million transitioned ...
Cumulus practices dumping wraps for MDAs
ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
... are planning to collectively transition $500 million in funds under advice to MDA services offered by Managed Accounts Holdings (MGP). As a result of this, MGP funds under administration (also known as managedaccounts.com.au) will soon surpass $2 billion. ...
Managed accounts usage to grow 38%
LAURA MILLAN  |  FRIDAY, 30 OCT 2015
... independent financial advice practices using managed accounts is set to grow by over 38% over the quarter, Managed Accounts Holdings (MGP) said. The managed accounts provider said that an additional 10 boutique licensees are in the process of launching ...
MyPlanner launches managed account solution
LAURA MILLAN  |  TUESDAY, 10 MAR 2015
... discretionary account solution that will be available to its 120 planners. MyPlanner partnered with Managed Accounts Holdings to develop the My Managed Portfolio (MMP) managed account service, and the provider is responsible for the operation, administration ...
MDA provider makes debut on ASX
LAURA MILLAN  |  WEDNESDAY, 25 JUN 2014
Managed Accounts Holdings Limited has started trading on the Australian Securities Exchange (ASX) today after raising about $3 million in its Initial Public Offering. The owner of managed discretionary account specialist managedaccounts.com.au will ...
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