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Showing 61 - 70 of 92 results for %22Managed Accounts Holdings%22

K2 hurt by Brexit call

DARREN SNYDER  |  WEDNESDAY, 10 AUG 2016
... asset manager launched both the K2 Global Equities Fund and the K2 Australian Small Cap Fund on the ASX as open-ended managed funds, providing live pricing and the ability to buy and sell units on market with the same ease as any ASX listed security. ...

Bentley renews call for Keybridge director dismissal

ALEX BURKE  |  TUESDAY, 26 JUL 2016
... under management." Other consequences, the statement continued, were: "the freezing of redemptions from satellite funds managed by a Keybridge subsidiary, the eventual sale of the funds management business for a significant ~$2 million loss (only 15 ...

Industry innovation is not coming from within: Sharp

DARREN SNYDER  |  TUESDAY, 19 JUL 2016
... characterised the oversight of the financial services industry." Sharp is also the executive chairman at Managed Accounts Holdings, and a former director of Countplus and Treasury Group.

MGP subsidiary buys stake in QLD advice firm

ALEX BURKE  |  MONDAY, 18 JUL 2016
Managed Accounts Holdings (MGP) subsidiary Planner Holdings has acquired a minority interest in a Queensland-based advice firm. Holman McGregor Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder ...

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
... managed discretionary account (MDA) service built in partnership with listed managed account operator Managed Accounts Holdings (MGP). The service replaces the licensee's proprietary investment administration system and sees up to $300 million transitioned ...

Cumulus practices dumping wraps for MDAs

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
... are planning to collectively transition $500 million in funds under advice to MDA services offered by Managed Accounts Holdings (MGP). As a result of this, MGP funds under administration (also known as managedaccounts.com.au) will soon surpass $2 billion. ...

SMSFs ramp up trading in turbulent markets

LAURA MILLAN  |  FRIDAY, 4 DEC 2015
Self-managed super fund (SMSF) investors are making the most of recent volatility and buying cheap when the market is low, CommSec trading data shows. CommSec SMSFs trading patterns for the week ending 28 August 2015, which included the biggest single ...

Managed accounts usage to grow 38%

LAURA MILLAN  |  FRIDAY, 30 OCT 2015
... independent financial advice practices using managed accounts is set to grow by over 38% over the quarter, Managed Accounts Holdings (MGP) said. The managed accounts provider said that an additional 10 boutique licensees are in the process of launching ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
David Heather has been waiting for managed accounts to take off since 2001. The managedaccounts.com.au chief executive has watched interest grow across the investment spectrum, from large institutions to retail accumulators, but he's never seen any ...

Advisers looking to offer MDA services

STAFF WRITER  |  TUESDAY, 4 AUG 2015
... for the 2016 financial year," said MGP chief executive David Heather. "There's definitely a lot of interest in managed accounts across the advisory market but particularly from the independent financial advisory segment," he added. "Advisers who are ...