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Showing 551 - 560 of 1078 results for "Separately"

Thematic SMAs on the rise

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
A thematic international investment house partnered with a $110 billion platform to provide access to several separately managed accounts. Praemium has added three themed global share portfolios from Macrovue; the Macroevue Car of the Future Concentrated ...

SMA provider to award $20m mandate

DARREN SNYDER  |  TUESDAY, 15 MAY 2018
A separately managed account provider will soon award a $15-20 million Australian equities mandate to a high conviction manager, but with a twist. Agentia is working with portfolio construction consultancy InvestSense to reshape its Australian equities ...

Trustee services provider appoints new chair

ALEX BURKE  |  TUESDAY, 15 MAY 2018
... licensee, Madison's OneVue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios.

ASIC and FPA submit recommendations to RC

HARRISON WORLEY  |  FRIDAY, 11 MAY 2018
... recommended that large licensees be legally required to operate advice and product manufacturing business entirely separately - calling for different principles, systems and management. FPA believes that a feature of such demarcation should extend to ...

Kapstream appoints analyst, promotes internally

DARREN SNYDER  |  WEDNESDAY, 9 MAY 2018
... the existing skills within the team as we continue to look for new opportunities to diversify portfolios," Lee said. Separately, Kapstream has promoted three investment team members to the title of managing director. Lee, Daniel Siluk and James Bloom ...

Industry wants one-stop-shop professional body: Poll

KARREN VERGARA  |  MONDAY, 7 MAY 2018
... About three-quarters (74%) said yes. Nineteen per cent said no and would prefer professional bodies to continue to separately govern members' code of conduct as is. Round two of the Royal Commission, which took place between April 16 and 27, scrutinised ...

Praemium appoints managed accounts expert in new role

JAMIE WILLIAMSON  |  MONDAY, 23 APR 2018
... upon Praemium's position as the leading managed-account platform provider in the market with more than $7.5 billion in separately managed account funds under administration," Praemium head of product and marketing Mat Walker said. "Steve's appointment ...

Blue Sky funds downgraded after profit revisions

ALEX BURKE  |  FRIDAY, 20 APR 2018
... valuations. Blue Sky will implement measures designed to deliver better clarity on fee-earning assets under management; separately report one-off management fees and ongoing annual fees; and provide greater transparency on investment performance by analysing ...

ASIC hits former NAB adviser with permanent ban

ALEX BURKE  |  WEDNESDAY, 18 APR 2018
... unauthorised withdrawals, Taylor also maintained he was a representative of GWM after June 2013, even though he was not. Separately, ASIC also noted that a former AMP-aligned adviser, Trevor Martin, was charged with 21 counts of dishonestly obtaining ...

Outgoing CEO name removed from critical AMP report draft

ALEX BURKE  |  TUESDAY, 17 APR 2018
... case, Regan then said it was because if Meller's name wasn't included, it would "only be on the basis that he would be separately advised as to the findings" and that it would be separately referred to the board. Hodge questioned whether Regan had considered ...