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| | | ... develop its products. "The combined group is better able to offer a more enhanced suite of products and services in managed accounts than was previously the case when Direct Portfolio Services was the administrator and responsible entity," the report ... |
| | | | The Institute of Managed Accounts Providers (IMAP) has recruited BlackRock's Cormac Heffernan and Ralton Asset Management's Damian Holland to its board of directors. In an IMAP meeting held in Melbroune last week, Heffernan, head of BlackRock's SMA ... |
| | | | ... has implemented Financial Simplicity's Enterprise Edition product to improve the trade efficiencies of their managed accounts portfolios. According to Jon Reilly, trading and compliance manager of Vivid Financial, the new software will streamline most ... |
| | | | ... manager said they were well-informed ahead of the financial year-end due to the transparency of individually managed accounts (IMAs). DNR, one of the largest independent provider of IMAs nationally, has produced returns of 18 per cent for its flagship ... |
| | | | ... identifying high-quality growth companies. The fund will currently be offered for segregated accounts (called managed accounts in Australia), with the intention of adding a unit trust later in the year. "Australian clients are increasingly demanding ... |
| | | | ... other systems, and configurable product features. "Investment platforms are the ideal starting point for offering managed accounts as they essentially can provide a managed account back office that already is a part of established industry practices ... |
| | | | Pentafin has secured the Thunderhead NOW platform to support its unit trust and managed accounts (MA) business. Pentafin partnered with Thunderhead following a global hunt for a solution provider to cater to the technology firm's MA and unit trust requirements. ... |
| | | | ... will be honoured when they do invest in shares as long as it is before 31 July," said Pentafin chief executive managed accounts, Brett Marsh. According to Pentafin, all deposited funds from 1 to 30 June will be applied to a mandate where the transaction ... |
| | | | The Institute of Managed Accounts Providers (IMAP) is aiming to spread the platform reach of separately managed accounts (SMAs) with the appointment of Aviva manager of investment products, Peter Rowley, as an IMAP director. Rowley currently heads up ... |
| | | | ... its software partner Praemium, remain the top firm in the space, while new entrant MLC MasterKey Custom Adviser Managed Accounts (AMA) snagged the silver medal. New entrant Tricom, also scored highly in the survey. According to the report, BlackRock's ... |
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