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Showing 821 - 830 of 1273 results for "managed account"

Boutique asset manager signs new exec

DARREN SNYDER  |  WEDNESDAY, 13 JUL 2016
Boutique Australian equities manager DMP Asset Management is welcoming a new executive manager as part of its strategy to expand into the institutional market. Joining DMPAM as executive manager - sales, is Angus Graham. He formerly held senior roles ...

MLC adds to SMA suite

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
MLC has added the Antares Ex-20 Australian Equities Separately Managed Account (SMA) portfolio to the MLC Wrap and MLC Navigator platforms. The Antares Ex-20 Australia Equities SMA portfolio is an actively managed, highly-concentrated portfolio of Australian ...

ClearView adds annuities to wrap

MARK SMITH  |  MONDAY, 11 JUL 2016
Challenger and CommInsure annuities have been added to ClearView Wealth's wrap platform. Selected annuities from both providers have been available to advisers using the platfom from 1 July. Changes driven by feedback from advisers have also been made ...

Industry leaders in sales and marketing recognised at MAX Awards

MARK SMITH  |  FRIDAY, 24 JUN 2016
Awards honour modern marketing, advertising and sales excellence (MAX) in 18 categories including Marketer of the Year, Sales Executive of the Year, and Product Launch of the Year. Now in its 21st year, the annual MAX Awards recognise Australia's leading ...

Two advice firms to get managed accounts

MARK SMITH  |  WEDNESDAY, 22 JUN 2016
... Non-institutional platform provider, Netwealth, has teamed up with Beulah Capital, to launch two new private label managed account services for Choice Capital and Ashfords Wealth Advisors who collectively advise clients representing in excess of $300 ...

XTBs and SMAs a good match

DARREN SNYDER  |  WEDNESDAY, 22 JUN 2016
Exchange traded bond units inside separately managed accounts are addressing previous investor portfolio inefficiencies and allowing a greater ability to deliver outcomes-based investment models. Australian Corporate Bond Company chief executive Richard ...

OneVue partners with NYC manager to launch innovation SMA

ALEX BURKE  |  MONDAY, 20 JUN 2016
OneVue has announced an exclusive partnership with a New York-based investment manager to launch an equity managed account targeted at "disruptive innovations with high growth potential." Working with ARK Investment Management, OneVue will add global ...

Industry fund CEO joins MGP

DARREN SNYDER  |  THURSDAY, 26 MAY 2016
The chief executive of an industry superannuation fund has joined the board of ASX-listed Managed Account Holdings (MGP) as an independent non-executive director. Joining MGP is Energy Industries Superannuation Scheme (EISS) chief executive Alex Hutchison. ...

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
... Financial Advisors has launched a new 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 ...

Federation Alliance launches Federation Super

KERRIE SYDEE  |  TUESDAY, 24 MAY 2016
Federation Alliance has launched Federation Super, which will join Federation Managed Accounts on the company's platform offering. Federation Alliance is serviced by Australian Unity, a provider of national healthcare, financial services and retirement ...