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Showing 601 - 610 of 1072 results for "Separately"

J.P. Morgan wins SMA custody mandate

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
J.P. Morgan will provide custody and equities execution services to support the new international separately managed accounts business of a $7 billion platform. Following a competitive tender process, Praemium has appointed the bank and will now offer ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... perhaps unforeseen impacts on PI cover. An adviser using managed discretionary accounts, individually managed accounts, separately managed accounts or their own managed investment schemes can potentially open up a can of worms as the distinction between ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
... to financial product applications and a series of internal documents to meet the bank's internal audit requirements. Separately, ASIC slapped an interim freezing order on a financial services company for operating without an AFSL. The regulator obtained ...

Mason Stevens expands fixed income, appoints SMA manager

MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
... a fixed income specialist and an SMA manager as part of its growth plans. Roman Gerber joined two months ago as the Separately Managed Account Manager, overseeing all SMA portfolios and working as the primary conduit with its managers. Gerber built his ...

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... individually managed accounts to date, PPM cited demand for an experienced active global equities manager from users of separately managed accounts as a driving force behind the launch of the new PPM Global Growth SMA. Available via Powerwrap, the Global ...

XTB expands retail offering, launches responsible SMA

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
ASX-traded corporate bond provider XTB is broadening its product range and launching a responsible investment separately managed account product before year's end. Co-founder and chief executive Richard Murphy said the new range will likely include ...

New private label SMA launched

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
Elston Asset Management will provide a private label separately managed account to a Brisbane-based wealth manager. Partnering with Quill Group to launch the offering on HUB24, Elston head of distribution Mark Smith said the firm is "proud to be working ...

TAL maintains life insurance market lead

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... The report analyses life companies' statutory funds and exclude funds that flow through unit trusts and master funds. Separately, Strategic Insight announced TAL Life won its 2017 Direct Life Insurance Excellence Award. Among the highlights, Zurich Australia ...

Praemium grows SMA options

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Praemium expanded its separately managed accounts offering, adding 16 new model portfolios. The $4.3 billion platform has added eight models with Shaw and Partners, four with Joseph Palmer, three with State Street and one Evans and Partners model. This ...

Colonial First State names new distribution head

ALEX BURKE  |  FRIDAY, 13 OCT 2017
... appointment follows the news that CBA's asset management arm, Colonial First State Global Asset Management, could potentially separately list on the ASX as part of a wider strategic review. CFSGAM, with $219 billion in assets under management, has "achieved ...