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Showing 61 - 70 of 217 results for "separately managed accounts"

Praemium picks up new SMA partners

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... solution. Thornton Group, Advisory Partners and Providence Wealth have partnered with Praemium for separately managed accounts. It continues the firm's recent growth which saw it pass $5.5 billion in SMA funds under administration. Thornton Group director ...

Mason Stevens renews custodian

KANIKA SOOD  |  FRIDAY, 10 AUG 2018
... the next five years. The eight-year-old managed accounts provider started to expand its offerings of separately managed accounts and fixed income with two major appointments last year. Commenting on the custodian renewal announced today, Mason Stevens ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... offers managed accounts to its clients. On a smaller scale but just as significant, Praemium saw its separately managed accounts (SMAs) deliver $12 million in first-half revenues, up 47% compared to the same period last year. Meanwhile, newly-listed ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
... Stockbroking to provide portfolio based reporting solutions. Morgan Stanley went live with Praemium's separately managed accounts (SMA) technology this month, strengthening a relationship that spans 13 years in which originally provided performance ...

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... June. The solution goes live this month, and will see about 115 financial advisers use Praemium's separately managed accounts technology.

Agricultural asset manager promotes new fund

KANIKA SOOD  |  MONDAY, 18 JUN 2018
... Farms invests in Australian agriculture for HNWIs, family offices and institutional investors through separately managed accounts and unlisted funds. The nearly 20-year old manager has produced a return of 10.4pa since 2008 - on a pre-tax basis.

Praemium signs wealth management heavyweight

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
... Morgan Stanley Wealth Management Australia and its about 115 financial advisers will use Praemium's separately managed accounts (SMA) technology. The managed accounts solution will go live in July, providing Morgan Stanley's advisers and clients ...

Advisers still resistant to social media

JAMIE WILLIAMSON  |  THURSDAY, 31 MAY 2018
... and text messaging (27.87%). Away from communications, the research shows 37.7% of advisers believe separately managed accounts will be the technology to have the greatest impact on their business over the next five years. Meanwhile, 32.13% believe it ...

SMAs leading growth at Praemium

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
Praemium's separately managed accounts business is leading the pack among its offerings, raking in 47% higher revenues in the first half of FY18 as compared to H1 FY17. Collectively the company's product offerings brought in revenue of $21.5 ...

Thematic SMAs on the rise

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
... international investment house partnered with a $110 billion platform to provide access to several separately managed accounts. Praemium has added three themed global share portfolios from Macrovue; the Macroevue Car of the Future Concentrated Equity ...