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Showing 631 - 640 of 1072 results for "Separately"

Boutique manager selects A-REIT and small-cap specialists

DARREN SNYDER  |  THURSDAY, 27 JUL 2017
... fresh air, given the tendency for other strategies to more closely track benchmark performance over the long-term." Separately, Folkestone Funds Management announced its Folkestone SOP Opportunity Fund has entered into an agreement to acquire 11 Murray ...

Former Wallabies captain joins Stockspot

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUL 2017
... accountants and advisers are providing their clients with the best possible investment advice and experience," Brycki said. Separately, Mortlock is also a partner at boutique asset manager Peak Advisors. He was also made a Member of the Order of Australia ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
... The specialist trustee company distributes more than $70 million annually to charity and the not-for-profit sector. Separately, Equity Trustees has also been appointed as Operator of WealthO2's uXchange which allow investors to access, buy, sell, and ...

Real Asset Management embraces SMAs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
As part of an extension of its product range, Real Asset Management now offers two separately managed account strategies. Available via Macquarie Wrap, RAM's Diversified Fixed Interest & Credit SMA and its Listed Interest Rate Securities SMA strategies ...

Private Portfolio Managers launch SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
Private Portfolio Managers will launch the first in a series of new separately managed account strategies on Powerwrap. Previously the boutique investment manager has exclusively offered individually managed accounts, but has broadened its managed accounts ...

Pitcher Partners founder joins Contango

ALEX BURKE  |  TUESDAY, 11 JUL 2017
... Ken Poutakidis. Those board changes followed the management buyout of Contango, which resulted in formation of the separately-listed entity Contango Asset Management, owned by CAM SPV and established by members of the funds management business' investment ...

Ohanessian vindicated by record Praemium inflows

ALEX BURKE  |  FRIDAY, 7 JUL 2017
... Praemium's total funds under administration to $6 billion. Praemium also noted a 41% increase in adoption of its Australian separately-managed account (SMA) platform over the 2017 financial year along with the addition of 71 new model portfolios. Ohanessian ...

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... ASIC as part of its Wealth Management Project, analysing the conduct of Australia's largest financial advice firms. Separately, ASIC has also aired its concerns around accountants inappropriately providing 'sophisticated investor' certificates to retail ...

Platform provider grows SMA menu

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
A platform provider has added two new managers to its separately managed accounts menu, offering advisers and their clients access to a greater range of retail managed accounts. The Netwealth menu now includes SMA portfolios from Elston Asset Management ...

Aussie large cap funds underperforming: Research

KARREN VERGARA  |  TUESDAY, 4 JUL 2017
... companies more often than not produce positive excess returns. The report also found large cap Aussie shares offered via separately managed accounts, namely on the Netwealth, Powerwrap, BT Panorama, Praemium and OneVue platforms have many advantages. ...