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Showing 871 - 880 of 985 results for "managed accounts"

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... transparency and disclosure, and the investment menus available. Toby Potter, chair of the industry body for managed accounts, IMAP, said Bouris and Miles' business model caters for the next generation of investors. "This is the direction in which dealer ...

SMAs to turbocharge SMSFs

MICHELLE BALTAZAR  |  TUESDAY, 15 DEC 2009
The Cooper Review highlights separately managed accounts (SMAs) as an appealing platform for SMSFs, and has challenged the industry to come up with fresh answers on how SMAs can be adopted widely. The issues paper released yesterday highlighted the ...

DNR aboard HUB24 platform

COMPANY RELEASE  |  TUESDAY, 15 DEC 2009
... 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 ...

S&P gives DNR three stars

COMPANY RELEASE  |  FRIDAY, 4 DEC 2009
... 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 ...

OneVue becomes independent

RUTH LIEW  |  THURSDAY, 3 DEC 2009
... 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.

IMAP elects chair

COMPANY RELEASE  |  WEDNESDAY, 11 NOV 2009
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 and CS launch managed account service

MICHAEL HOBBS  |  WEDNESDAY, 4 NOV 2009
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 ...

SMSFs tip more into international equities

RUTH LIEW  |  TUESDAY, 3 NOV 2009
... $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.

OneVue adds DNR

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
... 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 ...

Advisers let down by MMs

ALEX DUNNIN  |  TUESDAY, 6 OCT 2009
... 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 ...