Search Results | Showing 61 - 70 of 79 results for %22Mason Stevens%22 |
| | ... to hard close at $500 million, is available to advisers via Netwealth, HUB24, Powerwrap, ManagedAccounts.com.au, Mason Stevens and Macquarie Wrap. |
| | | A recent case study from Mason Stevens shows a way financial advisers can use managed accounts to improve a client's retirement income. The case study uses the example of a pre-retiree couple with a combined superannuation balance of $1 million invested ... |
| | | ... identify the best means of achieving business sustainability in light of recent MDA class order revisions, according to Mason Stevens. The managed accounts provider welcomed the reforms made by ASIC last month, with managing director Thomas Bignill saying ... |
| | | ... last two years the fund has been growing its presence in the retail market. In addition the firm has an SMA with Mason Stevens and are running MDAs for a financial advisory group and a number of family offices. Folkestone's funds management platform ... |
| | | ... global strategies to add value to their clients' portfolios," he added. Both portfolios are available via the Hub24, Mason Stevens and Linear platforms, with additional platform listings imminent. |
| | | ... using managed accounts to build a sustainable advice business, and further panel discussions involving the likes of Mason Stevens' Tom Bignill, Macquarie Bank's Liz Wheatley and Stephen O'Halloran of ASP Portfolio Managers. The forum was concluded with ... |
| | | Mason Stevens has introduced a retail Australian fixed income separately managed account. The Mason Stevens Fixed Income SMA, which requires a minimum investment of $100,000, was developed in response to increased demand from advisers for direct access ... |
| | | ... wealth to oversee the firm's relationships with independent financial advisers. Naomi Finnigan joins Nikko AM from Mason Stevens, where she was director of distribution and adviser services. Prior to this, she was head of sales and distribution at Alpha ... |
| | | Centuria Life has partnered with Mason Stevens to add a bespoke credit bond to its Tax Astute product suite. The underlying asset in the credit bond is the Mason Stevens Credit Fund, which is an actively-managed fixed income fund comprised of government ... |
| | | Mason Stevens has launched the Magellan Global Equity Model Portfolio as a managed account. The portfolio is sub-advised by the Magellan investment team and mirrors the successful Magellan Global Fund, which has returned 39% to investors over the 12 ... |
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