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Showing 71 - 80 of 281 results for %22Separately Managed Accounts%22

Praemium signs new SMA deal

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
... its customised portfolio solution. Pitcher Partners' Brisbane office has selected Praemium to provide a new separately managed account service; with Praemium saying the deal gives Pitcher Partners "the ultimate flexibility", to create custodial and non-custodial ...

ATO guides SMSFs on PYSP changes

HARRISON WORLEY  |  THURSDAY, 16 MAY 2019
... begin proactive consolidation from November and notify individuals once their unclaimed super had been consolidated. Separately, the tax office released data last week which revealed the number of SMSF wind-ups shot up over the last two years, with more ...

Multi-asset SMA launches

KARREN VERGARA  |  TUESDAY, 14 MAY 2019
A new managed accounts provider has launched a private label, multi-asset separately managed account. Sydney-based investment research and managed accounts firm, Resonant Asset Management, has made the SMA available to financial advisers and dealer ...

Morgan Stanley extends platform partnership

KANIKA SOOD  |  THURSDAY, 28 MAR 2019
... Having utilised our non-custodial VMA service for over a decade and then expanding last year to include our separately managed account (SMA) custodial platform." "From April, Morgan Stanley will also add a range of single investment assets to their menu ...

Channel Capital head of retail departs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... retail space is actually becoming more institutionalised, with things like model portfolios, core separately managed accounts and private banks," King said. "So we will look to hire distribution people at director level, with some markets background ...

BT launches new managed accounts offerings

HARRISON WORLEY  |  MONDAY, 21 JAN 2019
... investment product Rodney Greenhalgh said Panorama's latest managed accounts options would be structured as a separately managed account, and said CoreSeries would offer investors transparency, trading efficiencies and a straightforward fee structure. ...

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
... said. "Effectively it combines non-custody [virtually managed accounts] and custody based [such as separately managed accounts] managed accounts services," he said. Praemium chief executive Michael Ohanessian said the new platform will allow the company ...

Former Paradice managers launch LIT

KANIKA SOOD  |  MONDAY, 17 DEC 2018
... manager from Wavestone Capital. The boutique runs about $1 billion across its two small/mid-cap trusts and separately managed mandates. Its other strategy, the Ophir Opportunities Fund, has delivered 25.8% per annum after all fees since the August 2012 ...

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... governance factors. In fact, responsible investing is gaining popularity among planners of all ages, not just millennials." Separately, the research house has started measuring the brand impact and footprint of fund managers in Australia. It said the ...

Hedge funds fall out of favour with instos: Report

KARREN VERGARA  |  FRIDAY, 9 NOV 2018
... Hedge fund managers are appeasing these needs by increasing or planning to increase the number of separately managed accounts (SMAs) and funds they offer. On the artificial intelligence front, nearly three times as many hedge fund managers are using ...