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Showing 761 - 770 of 1072 results for "Separately"

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
... "We started to experience capacity constraints because previously every individual client portfolio has to be handled separately," he said. "With this system, we're more efficient and productive. We can still individualise client portfolios and the business ...

Praemium launches SMSF functionality

STAFF WRITER  |  TUESDAY, 18 FEB 2014
... (V-Wrap). According to Praemium chief executive Michael Ohanessian, a large share of investment account on the V-Wrap and Separately Managed Account (SMA) platform were SMSF's. "SMSF administrators have historically had to export investment data unto ...

Retail funds favour lifecycle MySuper options

JAMES FERNYHOUGH  |  THURSDAY, 23 JAN 2014
... State. Its MySuper option, FirstChoice Lifestage, divides its members into 11 five-year cohort. Each cohort is managed separately, so that members born, for example, between 1985 and 1989 have 90% of their super allocated to growth balances and 10% to ...

Praemium to launch retail super SMA service

LAURA MILLAN  |  MONDAY, 20 JAN 2014
Praemium will launch a version of its separately managed account (SMA) platform for the retail superannuation space in February 2014. The Praemium SuperSMA will include the offerings of the current Praemium SMA platform within a retail superannuation ...

OC picks up distribution head from BT

MARK SMITH  |  MONDAY, 20 JAN 2014
... provider of best of breed investment solutions with approximately $350m in funds under management. Its partners include separately managed account provider Ralton Asset Management, UK-based fund manager Odey Asset Management (which was established by ...

Praemium strikes deal with RBS

JAMES FERNYHOUGH  |  TUESDAY, 10 DEC 2013
... clientele based in the tax haven of Jersey. Under the deal, ex-pats based in Jersey will gain access to Praemium's separately managed account (SMA) platform. The platform is compliant with the UK's Retail Distribution Review (RDR), the UK equivalent ...

FoFA boosts advice business valuation

LAURA MILLAN  |  THURSDAY, 21 NOV 2013
... loan trails, can be on-sold easily and quickly." Risk clients, investment clients and even accounting clients can be separately offered to different buyers. However, mergers and acquisitions between financial advice practices have stalled due to uncertainty ...

Dalton Nicol Reid consistency rewarded with Lonsec upgrade

MARK SMITH  |  MONDAY, 21 OCT 2013
... buying quality companies at reasonable prices," he said. "We invest in a tax-aware style which suits high net worth and separately managed account (SMA) investors." Lonsec said the high conviction nature of the strategy means the portfolio is likely ...

AQR managed futures funds receives recommended ratings

STAFF REPORTER  |  THURSDAY, 10 OCT 2013
... currently available via the BT, Macquarie and netwealth platforms, with other platforms in the pipeline for 2013, including separately managed accounts (SMAs). The Fund also allows for direct investment, provided investors meet the $25,000 minimum entry ...

Praemium adds Easton AM to SMA platform

LAURA MILLAN  |  THURSDAY, 12 SEP 2013
Praemium has added Easton Asset Management Global Tactical Model on its separately managed account (SMA) platform. The Global Tactical model portfolio uses global tactical asset allocation and Australian Securities Exchange (ASX) listed exchange-traded ...