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| | | From how new regulation favours managed accounts to practical ideas on how to use IMAs and SMAs, planners will hear from the industry's top guns at this year's Managed Accounts for Financial Planners forum. The event will feature industry experts from ... |
| | | | OC Funds Management has bought Australian shares managed accounts provider, Patriot Managed Accounts. The deal means OC Funds Management can expand its investment suite beyond four equity funds to include individual managed accounts (IMA) and separately ... |
| | | | ... team, said Kit Cherry, of Man Investments Australia's institutional team. USS intends to pump funds into the managed accounts from the first half of this year, and the arrangement is scheduled for a minimum of three years. Mike Powell, head of alternatives ... |
| | | | ... UMA Select enables AFS Group advisers to create their own IP and to transact in direct shares, managed funds, managed accounts through a consolidated order pad," said Peter Daly, chief executive and managing director of AFS. Lesh said following talks ... |
| | | | Sentry Group has appointed HUB24 to provide Unified Managed Accounts (UMA) for the dealership's 330 planners. Sentry is the first national dealer group client of HUB24, according to a press statement. Commenting on the appointment, Sentry chief executive ... |
| | | | ... 2010 Australian Equities Large-Cap sector review, which comprises 116 headline funds, including 14 separately managed accounts (SMAs). |
| | | | ... investment commentary. Aegis also provides model equity portfolios that can be licensed as a sub advisory service for managed accounts. Peter Leodaritsis, chief executive and founder of Aegis, will continue to run the Aegis business until the acquisition ... |
| | | | ... a research house should be a product provider," said Di Cristoforo. Among the products offered by van Eyk are managed accounts and multi-manager investments such as the van Eyk Blueprint Series. The appointment of Morningstar follows a review which assessed ... |
| | | | ... portfolios alongside their direct investments on the same Multiport service. The move allows dealer groups to operate managed accounts services either as model portfolios or tailored client mandates. Multiport's upgrade to its UMA service means this ... |
| | | | The lack of research on individually managed accounts (IMAs) in Australia have prevented more investors from putting their funds in the sector. According to Kris Vogelsong, head of corporate development at Private Portfolio Managers, the US' IMA and ... |
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