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| | | ... Dalton Nicol Reid. "HUB24 provides a robust technology solution, sound business model and makes the provision of managed accounts efficient for asset managers, advisers and investors." Dalton Nicol Reid has approximately $550 million under management ... |
| | | | ... Dalton Nicol Reid (DNR). DNR is a Brisbane-based boutique-fund manager established in 2001 which specialises in managed accounts and direct investment mandates. The manager is an established participant and has been proactive in the development of the ... |
| | | | ... management platform provider, WealthCraft, and now its breakaway from DPGL. Tech firm OneVue offers separately managed accounts, investment administration and portfolio services, and unified managed accounts. |
| | | | The Institute of Managed Accounts Providers (IMAP), the industry body for managed accounts professionals, has appointed Toby Potter, one of the industry's pioneers, as chair. Tracy Byrne, who helped establish IMAP, is stepping down as chair but will ... |
| | | | Man Investments and Credit Suisse have teamed up to launch a managed accounts service to institutional investors worldwide. Under the initiative, Man Investments will be responsible for sourcing, due diligence and monitoring of managers. The firm has ... |
| | | | ... $1 billion milestone for managing SMSF client assets. Over $130 million of this money is invested through the managed accounts administration portal that Multiport provides to financial advisers. |
| | | | ... Nicol Reid, said the firm believes the OneVue Unified Managed Account is the way of the future. "[Separately Managed Accounts (SMA)] combine beneficial ownership, transparency and superior tax management along with consolidated reporting for equities ... |
| | | | ... high fees and they became too much like an index." Advisers are responding by increasing their clients' usage of managed accounts and Exchange Traded Funds and changing the way they source their research, said McGregor. But using model portfolios will ... |
| | | | ... opening its doors to more investors through the PPM York Super Fund. PPM currently offers tailored individually managed accounts (IMA) investment strategies to investors looking to invest more than $1 million in the Australian share market. These investors ... |
| | | | ... list to properly test the new service. "We're offering managed fund access only till date with SMA [separately managed accounts] functionality to come later in the fourth quarter," said Varlamos. According to a statement from Praemium, custodial holdings ... |
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