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Showing 51 - 60 of 92 results for %22Managed Accounts Holdings%22

Powerwrap, OneVue vets join MGP

JAMIE WILLIAMSON  |  MONDAY, 1 JAN 2018
... ASX participants and non-ASX participants. He joins from Powerwrap where he was head of sales across separately managed accounts, wrap and execution services. In this role he was credited with growing the platform's funds under administration to more ...

Linear buy sees Managed Accounts expand board

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
Managed Accounts Holdings welcomed two new directors to its board in light of its recent acquisition of Linear. Linear co-founder Colin Peterson has joined the board, adding more than 30 years' experience including in financial planning and funds management ...

Managed Accounts Holdings acquires competitor

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
Managed Accounts Holdings will merge with Linear Financial Holdings and the combined entity is already flagging the delivery of a managed accounts solution to Shaw and Partners clients. MGP submitted a non-binding conditional proposal to purchase 100% ...

Female SMSF investors more focused on securing retirement

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
Female investors are increasingly using self-managed superannuation funds to build wealth, with women aged between 35 and 50 displaying different share trading habits to men. According to the latest CommSec SMSF Trading Trends Report, a comparison of ...

MGP looking toward a better 2018

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
Managed Accounts Holdings (ASX:MGP) flagged an increase in the intensity of its growth strategy following its full year results release. The managed discretionary account (MDA) providers posted a normalised net profit before tax of about $1.47 million ...

DNR scores high in first Zenith SMA review

ALEX BURKE  |  MONDAY, 31 JUL 2017
Zenith has commenced reporting on the Australian equities separately-managed accounts (SMA) sector, awarding DNR Capital three "recommended" ratings in the process. DNR Capital's Australian Equities Income Portfolio, Australian Equities High Conviction ...

SMSFs in rebalancing flurry

KARREN VERGARA  |  THURSDAY, 18 MAY 2017
Benefit payments for self-managed superannuation fund members jumped by 71% in the March quarter, indicating a last-ditch effort to re-adjust balances head of the July 1 legislative changes to super. SuperConcepts' survey of 2750 SMSFs shows the average ...

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 ...

Report outlines impact of MDA operation reforms

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
MDA operator Managed Accounts Holdings (MGP) has released a white paper detailing the potential consequences of pending regulatory reform to the operation of managed accounts. The report, entitled 'The limited discretion clock is ticking', highlights ...

Non-super investments increasing sophisticated strategies

DARREN SNYDER  |  THURSDAY, 11 AUG 2016
... years in today's dollars - up by more than four times," the report said. "Wrap platforms, including separately-managed accounts and model portfolio products, will be the fast-growing personal investment segment with its market share growing from 3.2% ...