Search Results | Showing 61 - 70 of 263 results for "Separately Managed Accounts" |
| | | ... over time". During the last six months of 2022, Fiducian launched Auxilium, an in-house platform for separately managed accounts targeting independent financial advisers. It also launched Deep Green SMA in a bid to capture the ESG segment. The group's ... |
| | | | ... billion in June. Its platform saw a 7% increase to $20.9 billion from $19.5 billion last June, while Separately Managed Accounts (SMA) increased by 11% to $9.0 billion from $8.1 billion. "The December quarter of the 2023 financial year has seen both ... |
| | | | According to Rainmaker data, separately managed accounts' (SMA) footprint in the managed account sector has risen dramatically in two years. SMAs funds under advice (FUA) in the past two years increased 151%. Meanwhile, managed discretionary accounts ... |
| | | | ... the firm's offering of complementary managed account solutions to financial advisers, whether it be separately managed accounts (SMA) or the adoption of MDA services. Terms of the deal were not disclosed but it is expected to positively impact Lonsec's ... |
| | | | ... Wamsteker also paid credit to Praemium's cornerstone product and highest revenue earning service, its separately managed accounts (SMA) offering. "The SMA added annual net inflows of $3 billion, and $284 million for the quarter. It's annual net funds ... |
| | | | ... advisers meet their clients' needs with a range of solutions including ETF-based model portfolios, separately managed accounts as well as the provision of a full suite of educational material covering portfolio construction, practice management and ... |
| | | | ... share in the wrap platform segment has ballooned from 10% to 85% between December 2017 and 2021." Separately managed accounts, or model portfolios, make up 52% of the managed accounts market, as at 2021 end. Managed discretionary accounts make up 40% ... |
| | | | ... product. On December 2, Ralton Asset Management and Clime entered an exclusive agreement to combine their separately managed accounts businesses. The joint venture will be led by Ralton chief investment officer and co-founder Will Riggall. Clime chief ... |
| | | | ... role, responsible for strategy, business development and investor relations for Shaw and Partners' separately managed accounts business and New Capital's capabilities. New Capital is the fund and strategy arm of EFG Asset Management, the investment business ... |
| | | | Six separately managed accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability ... |
|