Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 701 - 710 of 1273 results for "managed account"

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
Managed accounts provider WealthO2 doubled its funds under administration to $200 million in three months. Managing director Shannon Bernasconi said growth was based on referrals only, with specific demand from advisers seeking a better way to manage ...

CFS annuities hits $1bn milestone

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
Colonial First State's annuities business has reached $1 billion in funds under administration (FUA) in just over two years. Acting general manager of product Sam Wall said reaching this milestone in a short amount of time is testament to CFS's commitment ...

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
Private Portfolio Managers is expanding its managed accounts offering to improve the limited access advisers and clients have to actively managed global shares. Having only offered global individually managed accounts to date, PPM cited demand for an ...

XTB expands retail offering, launches responsible SMA

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... 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 exchange-traded ...

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 ...

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers using managed accounts are saving more than 14 hours a week on compliance and administrative tasks. Latest research from BT Financial Group, conducted by Investment Trends in July, demonstrates advisers recommending managed accounts ...

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 ...

Praemium continues record inflow streak

ALEX BURKE  |  TUESDAY, 10 OCT 2017
... administration to $6.6 billion. Praemium also announced that by the end of the year, its Australian separately-managed account platform will be enhanced via the addition of international securities in model portfolios. "The September quarter was a standout ...

Former Centrepoint executive joins Praemium

KARREN VERGARA  |  THURSDAY, 5 OCT 2017
Praemium appointed a former Centrepoint Alliance executive to lead its product and marketing division. Mat Walker will join the investment administration and financial planning technology platform as the new head of product and marketing in November. ...

Asset manager seeks to demystify hybrids

ALEX BURKE  |  FRIDAY, 29 SEP 2017
... portfolio manager Michael Frearson. Speaking to Financial Standard, Frearson detailed his journey from running managed account strategies across multiple asset classes at Macquarie to joining RAM last year. He said that he is more or less doing the same ...