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Showing 731 - 740 of 1072 results for "Separately"

Providers boost adviser access to managed accounts

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
Financial advisers' access to separately managed accounts (SMA) more than doubled in the past year which could open the floodgates to wider uptake of the structure, the latest Investment Trends report said. Advisers who said their most-used platform ...

AMP Capital trims global infrastructure equity team

LAURA MILLAN  |  WEDNESDAY, 4 FEB 2015
... His appointment followed the departure of Scott Davies from the London-based job. Under the current restructure, the separately managed accounts and origination functions will fall under the responsibilities of Michael Bessell, who is currently global ...

Bellmont to offer SMAs through Hub24

ALEX BURKE  |  TUESDAY, 27 JAN 2015
Boutique portfolio manager Bellmont Securities will offer two separately managed account (SMA) model portfolios through the Hub24 platform. Bellmont's Core Equities and Buy-Write portfolios were previously available through Linear, but Bellmont director ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... traditional brand name recognised fund managers account for 59% of managed account model portfolio options (known as separately managed accounts or SMAs), 25% of these options are operated by financial advice licensees, researchers and consultants such ...

Praemium platform passes $3bn milestone

STAFF WRITER  |  TUESDAY, 20 JAN 2015
... billion as at 31 December 2014 following a quarter of record inflows to the company's Australian and international separately managed account (SMA) platforms. Gross inflows for the December 2014 quarter were $387 million, exceeding the previous inflow ...

Lonsec gains 2,800 users through iRate

LAURA MILLAN  |  WEDNESDAY, 10 DEC 2014
... Lonsec said. The platform's clients can access Lonsec's research including managed funds, exchange traded funds (ETFs), separately managed accounts (SMAs), property funds, infrastructure funds and structured products. They also have access to performance ...

AIST lobbies govt to keep LISC payment disclosure

JAMES FERNYHOUGH  |  WEDNESDAY, 26 NOV 2014
... they are receiving. However, the government is moving repeal legislation that require LISC payments to be disclosed separately. In the future they would be bundled with other super concessional payments, a strategy which AIST said will 'mask' the benefits ...

Hedge fund growth problem not helped by new products

MARK SMITH  |  FRIDAY, 21 NOV 2014
... "Given this backdrop, fund managers are trying to offer investors more flexibility on fees and tailored offerings via separately managed accounts and long-only funds," EY Oceania asset management leader Antoinette Elias said. Of the largest managers ...

Libertas FP to offer SMA portfolios

STAFF WRITER  |  WEDNESDAY, 12 NOV 2014
Independent firm Libertas Financial Planning has added Bellmont Securities separately managed accounts (SMA) to its approved product list. The offering includes the Bellmont Core Equities Portfolio, which is a blue-chip equities portfolio, giving investors ...

Equip to manage AustSuper's defined benefit schemes

MARK SMITH  |  WEDNESDAY, 12 NOV 2014
... plans," she said. Press said the alliance would not preclude either fund from pursuing business growth opportunities separately. "We have documented guidelines around when it will be appropriate for us to work together on business development, or when ...