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Showing 61 - 70 of 283 results for "SMAs"

Clime consolidates SMAs

ANNABELLE DICKSON  |  MONDAY, 25 JAN 2021
... Investment Management has streamlined its operations by consolidating and replacing a number of separately managed accounts (SMAs) after its acquisition of Madison Financial Group. The investment manager initiated its Project Streamline by consolidating ...

Praemium sees benefits of scale

ELIZA BAVIN  |  WEDNESDAY, 13 JAN 2021
... estate and private credit funds for sophisticated investors. Additionally, it will launch margin lending for international SMAs in partnership with Leveraged Equities. Praemium said it will deliver new digital capabilities for model managers, including ...

Qualitas readies new fund with GURNER

KANIKA SOOD  |  THURSDAY, 3 DEC 2020
Qualitas has partnered for a new fund that is starting with a $1 billion pipeline of multifamily housing assets in Melbourne. Qualitas is working with GURNER, with whom it has previously partnered on $150 million investment in build-to-sell development. ...

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
... years, we developed an integrated managed accounts platform so advisers can access custodial separately managed accounts (SMAs) and individually managed accounts (IMAs) on the platform, and have integrated reporting of non-custodial investments as well ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... discretionary account services (MDAs) take the lion's share of FUM with $35.28 billion followed by separately managed accounts (SMAs) at $28.06 billion. ASIC was expected to put out a consultation paper on MDAs last year but in March this year, said ...

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... discretionary account services (MDAs) take the lion's share of FUM with $35.28 billion followed by separately managed accounts (SMAs) at $28.06 billion. Commenting on the market volatility for the period, Milliman head of capital markets for AustraliaVictor ...

New sales lead at ethical manager

ELIZABETH MCARTHUR  |  MONDAY, 7 SEP 2020
... sales lead. Ethical Funds Management has appointed Peter Evans to the role of business development manager for their range of SMAs. Evans comes from BNP Paribas, where he spent almost a decade as senior business development manager. Much of his work ...

Top traded stocks revealed

ALLY SELBY  |  TUESDAY, 7 JUL 2020
The top traded stocks for June among Australian investors has been revealed, with punters throwing cash at tech, aviation, automotive and entertainment companies to profit from the rally. Multi-asset platform eToro found that Tesla was its most traded ...

Artisan teams up with Melbourne multi-boutique

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... Partners (Global small and mid-cap equities). Earlier this year, it sold its stake in Ralton Asset Management which focused on SMAs to ASX-listed 360 Capital as the latter looked to build out its equities capabilities.

Former Fidelity wholesale head joins Sydney boutique

KANIKA SOOD  |  THURSDAY, 11 JUN 2020
... Andrew Mathie has joined Atticus Wealth as its head of distribution. Atticus Wealth was founded in 2015 and currently provides SMAs to two financial planning groups Australian Financial Planning Group (AFPG) and Keystone Wealth. Atticus' off-the-shelf ...