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Showing 591 - 600 of 952 results for "Managed Accounts"

Colonial First State platforms make deferred annuities more accessible

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2017
... together directly-held listed securities and cash together with custodially-held term deposits, managed funds and managed accounts. "This solution allows it to all be managed in one place. You pay a simple, flat administration fee, and are still able ...

Colonial First State upgrades managed accounts offering

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
New managed accounts capabilities will be rolled out across Colonial First State's FirstWrap and FirstChoice platforms ahead of managed accounts being made available on FirstChoice later this year. As part of a tailored solution for a range of licensees ...

Netwealth adds multi-asset and equity solutions

JAMIE WILLIAMSON  |  MONDAY, 15 MAY 2017
... the Sterling models. It's fantastic that another successful licensee continues to embrace the many benefits of managed accounts for both advisers and their clients," Heine said. Also commenting on the deal, Futuro managing director Paul Kelly said: "We're ...

New CFO for Vanguard Australia

JAMIE WILLIAMSON  |  MONDAY, 8 MAY 2017
... accounting, administration and transfer agency services for Vanguard Australia's managed funds and separately managed accounts. "Johanna brings valuable experience to Vanguard Australia at a time when our sustained growth sees us serving an increasing ...

Macquarie boosts AUM, earnings flat

KARREN VERGARA  |  FRIDAY, 5 MAY 2017
... than 7000 advisers and clients in its network. Last year, the platform added 63 managed funds and 29 separately managed accounts (SMA). Some 75 SMAs are offered on Macquarie Wrap from 18 investment managers. Income for its life insurance business meanwhile ...

MDA firm hires former Pillar chief executive

KARREN VERGARA  |  THURSDAY, 13 APR 2017
Listed managed discretionary account company Managed Accounts Holdings Limited (MGP) added a former Pillar chief executive to its board with the aim of growing its retail superannuation sector. Peter Brook served as Pillar's managing director and chief ...

Pension fund embraces managed accounts

JAMIE WILLIAMSON  |  THURSDAY, 13 APR 2017
Asset managers experienced in real assets are being sought by the Japanese Government Pension Investment Fund to manage a separately managed account comprising global private equity, infrastructure and real estate investments. The SMA would hold global ...

CFS knuckles down on managed accounts

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
... advisers and their clients, CFS engaged global technology provider IRESS to launch a further suite of separately managed accounts on the platform in May 2017. "We believe IRESS has the best technology in terms of portfolio implementation. We were keen ...

Managed accounts continue rapid surge

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017
The managed accounts sector now equates to about 7% of the $600 billion in funds under administration across platforms and wraps in Australia. That is the key finding of the Institute of Managed Account Professionals' (IMAP) latest Managed Accounts ...

SMSFs benefit from DomaCom deal

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... completion of the first transaction highlights the flexibility of the business model that now delivers $2 billion in managed accounts across Australia. "Enabling Domacom's capability within our offer has satisfied increased demand for the inclusion of ...