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Showing 551 - 560 of 1072 results for "Separately"

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 ...

Trustee services provider buys advice group

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... includes the licensee, Madison's OneVue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios. Established in 2016, Trustee Partners owns Tidswell Financial, the trustee ...

SMSF expert joins boutique investment house

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... Corporation and Argo Global Listed Infrastructure. In October 2017, PPM expanded its managed accounts offering to include separately managed accounts, introducing the PPM Global Growth SMA in response to growing demand from clients for access to an active ...

Blue Sky falls short of disclosure expectations

ALEX BURKE  |  MONDAY, 16 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 ...

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
Three separately managed accounts from Colonial First State Global Asset Management are now available exclusively on the FirstWrap platform. Users of FirstWrap can now access the CFSGAM Top 20 Index Portfolio, designed to achieve performance similar ...

MQA chief executive departs in management restructure

ALEX BURKE  |  MONDAY, 9 APR 2018
... the necessary infrastructure, systems and processes in order for MQA to manage its own operations independently and separately from Macquarie," MQA said. In a joint statement, MQA joint chairs Nora Scheinkestel and Jeff Conyers added: "We are pleased ...

Antipodes expands investment team, creates active ETF

DARREN SNYDER  |  THURSDAY, 5 APR 2018
... investment." "It's a sector we think is primed to go, very investor friendly and suits our strategy very well," he said. Separately, Antipodes is also launching Irish-domiciled UCITS funds for its three global equity strategies. This includes the Global ...