Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 541 - 550 of 621 results for "Discretionary"

FPSA tenders for managed accounts

RUTH LIEW  |  MONDAY, 30 MAR 2009
... managed account service to their existing product repertoire. FPSA is also looking to introduce a limited managed discretionary account so advisers will be able to tailor clients' portfolios by moving funds when necessary into products within Netwealth's ...

Perpetual buys Financial Pursuit

MICHELLE BALTAZAR  |  WEDNESDAY, 18 MAR 2009
... client portfolios although they will now have the option to use Perpetual's services, from custody, philanthropy to discretionary managed portfolios.

Praemium teams up with BNP Paribas

RUTH LIEW  |  WEDNESDAY, 11 MAR 2009
Aussie tech firm Praemium is poised to shake up the discretionary market in the UK when it teamed up with BNP Paribas to create a discretionary and platform service there. ASX listed Praemium partnered with BNP Paribas to target advisers and wealth ...

Bell profit hit by bad markets

MICHAEL HOBBS  |  TUESDAY, 24 FEB 2009
... group's executive chair Colin Bell and the group's managing director Alastair Provan, volunteered to forego any discretionary annual cash bonus in 2008. Bell Financial Group's balance sheet remains stable, with $63 million in net tangible assets, $52 ...

E*Trade signs on Praemium

RUTH LIEW  |  THURSDAY, 12 FEB 2009
... Private Client. Praemium was engaged to provide its SMA infrastructure for the administration of Price Bailey's discretionary management business. Price Bailey is targeting $221 million under management over the next three years and is the 40th largest ...

Market Wrap - Midday

AAP  |  FRIDAY, 30 JAN 2009
... year, and that it would close five to ten stores in the second half of this financial year as consumers cut back discretionary spending. Harvey Norman shares had eased one cent to $2.12 at 1212 AEDT. Explosives, paint and chemicals manufacturer Orica ...

AMP forays into SMAs

RUTH LIEW  |  WEDNESDAY, 14 JAN 2009
... the long haul. "This is a long-term play for us," said Sainsbury. "So while it's not a particularly great time for discretionary money, it's a good time to learn how investors see these platforms." AMP has been piloting the product for a while and while ...

Divide super for members: Rainmaker

MICHAEL HOBBS  |  THURSDAY, 11 DEC 2008
... ready for its responsibilities, the system should allow anyone, anytime to flick the switch and opt into a retail discretionary super system with all its services and options." Dunnin said moving to this system would remove many of the moral and ethical ...

Alaskan fund appoints HarborVest Partners

RUTH LIEW  |  MONDAY, 8 DEC 2008
... its new global equity portfolio. HarborVest, based in Boston, MA, will manage a separate account for APFC with a discretionary broadly diversified global mandate. APFC first ventured into the private equity space four years ago and HarborVest is the ...

Linear launches enhanced MA

MICHAEL HOBBS  |  WEDNESDAY, 26 NOV 2008
... more cost effective product than traditional platforms and provides tremendous scalability not available through discretionary and non discretionary accounts," said Chris Hipkin, Linear Financial managing director.