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Showing 601 - 610 of 952 results for "Managed Accounts"

Implemented Portfolios launches bespoke IMA offering

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... individually managed account solution for clients of a $350 million Hobart-based financial planning firm. The managed accounts provider has designed a bespoke solution for integrated accounting and self-licensed advice firm Collins SBA, with managing ...

Mason Stevens to launch super, grows SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
... that we'll be bringing to market," Bignill said. Mason Stevens also recently added Pengana's flagship separately managed accounts offering, the Pengana International Equities Fund, to its SMA investment menu with a view to add more SMA managers in June. ...

Centrepoint growing wealth business

KARREN VERGARA  |  MONDAY, 27 FEB 2017
... was supported by steady growth in new clients, a growing salaried advice business and healthy fund flows into managed accounts solution, the company said. The sale of its insurance premium funding business for $21.4 million to Bank of Queensland recorded ...

Investment manager and advice group join forces

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
... developed its own funds management offering including the provision of managed discretionary accounts and separately managed accounts.

Perpetual growing high net worth segment

KARREN VERGARA  |  THURSDAY, 23 FEB 2017
... management for private clients and not-for-profits continues to perform well with net inflows of $200 million and our managed accounts service passing through $2 billion of funds under management during the half." Perpetual Investments, the company's ...

IMAP ensuring greater representation for MDAs

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
... the key driver for the establishment of the committee is the different regulations that organisations offering managed accounts via a PDS must adhere to, and their tendency to have greater diversity across business models. "MDA providers have expressed ...

Antares reaches landmark managed accounts FUM

JAMIE WILLIAMSON  |  TUESDAY, 21 FEB 2017
Highlighting the continuing growth of the managed accounts space, NAB-aligned Antares Equities achieved more than $1 billion in funds under management across its separately managed accounts model portfolios. Described as a huge milestone for the Australian ...

Vanguard introduces low-cost active funds

EMMA RAPAPORT  |  MONDAY, 20 FEB 2017
... $115 billion of assets for investors across 43 managed funds, 17 exchange traded funds and a range of separately managed accounts. *Source: Vanguard analysis of Morningstar data, as at 31 December 2016.

Australian Unity partners for managed account solution

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
Australian Unity has joined forces with a major managed accounts provider to offer a private label to its clients. Australian Unity, which holds $6 billion in funds under management, is the latest firm to partner with netwealth for a private label solution ...

Planning firm to launch Netwealth private label

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... Securinvest, a boutique financial planning group based in Victoria, will deliver a private label version of Netwealth's managed accounts offering to clients. "We are really pleased to be working with Securinvest, who are embracing the many benefits of ...