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Showing 41 - 50 of 54 results for "individually managed accounts"

Stable funds bad defaults: ICI

ALEX DUNNIN  |  WEDNESDAY, 25 JUL 2007
... choose to offer a choice of three "default" options that include life cycle funds, balanced funds and individually managed accounts. But because only about 13 per cent of 401(k) assets are held in capital stable funds, which are predominantly offered ...

Share ownership down but trading activity up: ASX

... self-managed super funds (SMSFs) and investing that in shares," said David Manchee, director at individually managed accounts (MA) provider Leyland Assets Private Management. He added that because the money is in super, the investment is long term which ...

Next signs with Bravura again

HAMISH MADDEN  |  WEDNESDAY, 9 MAY 2007
... the supply of Bravura's Complete Investment Manager (CIM) administration solution, powering their individually managed accounts (IMAs) and separately managed accounts (SMAs). "Next Financial has an excellent pre-existing relationship with Bravura. Over ...

Tricom makes IMAs admin-free for planners

HAMISH MADDEN  |  MONDAY, 11 SEP 2006
... remove the administrative burden from planners and investment managers running increasing numbers of individually managed accounts (IMAs) for clients. The new platform is aimed at the increasing number of planners and investment managers who are being ...

Leyland opens Melb office to meet IMA demand

KATE HAGE  |  MONDAY, 24 JUL 2006
... group Leyland Private Asset Management (Leylands) is expanding into Melbourne with plans to grow its individually managed accounts (IMA) business. Leyland co-founder, Charles Leyland, will move to Melbourne along with two other team members and says ...

Tollhurst Noall signs up for managed accounts

... Australia. This week, equities investment manager Leyland Private Asset Management, long time provider of individually managed accounts (IMAs), has set up an online service and has set up a new branch office in Melbourne. Michelle Baltazar

Pentafin goes West

ALEX DUNNIN  |  TUESDAY, 18 JUL 2006
... investment modeling, tax optimisation and straight-though processing (STP) for private wealth managers, individually managed accounts and platforms. Peter Kelly, founder and chief executive officer of Pentafin Services, said he believes the partnership ...

First Samuel wants Simplicity for its IMAs

HAMISH MADDEN  |  TUESDAY, 18 JUL 2006
First Samuel has announced it will use Financial Simplicity's individually managed accounts (IMA) software to cater for the growing number of client tailored portfolios its business is managing. After an extensive evaluation process First Samuel chose ...

Patriot makes Zenith small caps shortlist

... that underpinning Patriot's investment strategy is the company's early beginnings as Pilgrim, an individually managed accounts (IMAs) specialist. "As an IMA, the minimum investment required is $500,000. We want to offer the same product and a similar ...

Tyndall strengthens analyst team

... team. Prior to Tyndall, Whight was a performance and monitoring analyst at Asteron where he reviewed individually managed accounts, set up compliance models and performed equities research. Both are University of Sydney graduates with Chan holding a ...