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Showing 61 - 70 of 302 results for "model portfolios"

New research head at Centrepoint Alliance

KANIKA SOOD  |  TUESDAY, 8 SEP 2020
... analyst and working up to portfolio manager with responsibility for investment strategy and asset allocation across model portfolios managed accounts, managed funds and equities. "Daniel has a great passion for portfolio construction, contributing to ...

Morgan Stanley duo establishes advice boutique

KANIKA SOOD  |  THURSDAY, 20 AUG 2020
... for platform administration and reporting services. Powerwrap will also provide access to traditional assets, model portfolios and alternative assets. "Both Tim and I are passionate about helping our clients achieve their investment goals. Our views ...

Model portfolio growth up 70%

ELIZA BAVIN  |  MONDAY, 6 JUL 2020
... per annum, according to Rainmaker Information. Rainmaker research found over the last four years, the number of model portfolios on offer has increased from 865 to 4129. Meanwhile, Rainmaker said managed accounts are also experiencing significant growth ...

SSGA model portfolios land on HUB24

HARRISON WORLEY  |  WEDNESDAY, 17 JUN 2020
Advisers using HUB24 will soon be able to invest in four State Street Global Advisors ETF model portfolios on behalf of their clients. HUB24 has added a suite of SSGA ETF model portfolios to its Invest and Super offerings, as investors seek transparent ...

Research firm bolsters executive leadership

HARRISON WORLEY  |  WEDNESDAY, 10 JUN 2020
... investors to easily track, compare and analyse the performance and key risk indicators of each fund, or create model portfolios."

Advice group research head departs

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
... experience in research team management, strategic asset allocation, portfolio construction, developing/managing model portfolios and researching investment funds and ETFs," Anderson said. "Most recently Maggie served as the chief investment officer of ...

State Street model portfolios land on BT Panorama

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
Advisers using BT's flagship platform now have access to a suite of State Street ETF model portfolios, as the popularity of managed accounts continues to climb. All State Street risk-based ETF model portfolios are now accessible through BT Panorama ...

NAB Private director starts new venture

KANIKA SOOD  |  MONDAY, 23 MAR 2020
... Borysiewicz told Financial Standard. "We will focus on institutional and wholesale market, including dealer groups and model portfolios, managed accounts and private banks," he said. The firm is in negotiations with a few overseas managers, after scoring ...

Clime launches new SMA portfolios

ALLY SELBY  |  FRIDAY, 6 MAR 2020
... net worth individuals, the firm announced it would be dropping its minimum investment to $10,000 for the four model portfolios. The four portfolios will provide a managed portfolio solution to self-directed investors; those who managed their own wealth ...

SSGA slashes ETF fee

HARRISON WORLEY  |  MONDAY, 17 FEB 2020
... point p.a. reduction in the underlying ETF weighted average cost of the firm's recently launched risk-based ETF model portfolios. STW has charged management costs of 0.19% p.a. since 2015, when the firm cut the ETF's then 0.286% p.a. fee. Head of SPDR ...