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Showing 911 - 920 of 968 results for "Managed accounts"

Praemium wins UK platform deal

... use the rest of the portfolio administration and performance analysis system as well as Praemium's separately managed accounts (SMA) technology. Andy Creak, Cofunds' managing director, said: "With the forthcoming proposal to change Capital Gains Tax ...

Aust Unity selects DSTi

... Pratt said they will use DSTi's infrastructure to produce reporting for managed discretionary accounts and self managed accounts, a service AUI believes will be increasingly important for boutique fund managers over time. "This will help us to continue ...

Kingsway Taitz scores two new mandates

Hedge fund and managed accounts administration provider Kingsway Taitz has won two mandates from arkx Funds Management and RTM Capital for and absolute return fund and multi strategy carbon fund. The RTM Absolute Return Fund aims to return cash plus ...

IWL enters MA ring

CHRIS NICHOLLS  |  WEDNESDAY, 7 NOV 2007
IWL has entered the increasingly crowded managed accounts space with its new portfolio administration and tax reporting system, Virtual Broker Wrap. The product merges the company's wholesale Echelon portfolio administration and tax software with their ...

IAS gathers momentum

Managed accounts administrator Investment Administration Services (IAS) announced it had over $1.5 billion in funds under administration (FUA) only two years since launch. "This is a milestone for IAS and achieved from a start up position just over ...

Multiport MAs tops $200 million mark

CHRIS NICHOLLS  |  MONDAY, 8 OCT 2007
... services provider Multiport has announced it has passed the $200 million mark in funds under administration for its managed accounts. Multiport's managed accounts service is primarily used by boutique dealer groups, which offer individually managed discretionary ...

Investors Accru SMAs

CHRIS NICHOLLS  |  TUESDAY, 25 SEP 2007
... net worth advice specialists Accru Financial Planning (AFP) have partnered with BlackRock to offer Separately Managed Accounts (SMAs) on its menu. Director Matthew Kidd said BlackRock's size and international reach, including the future inclusion of ...

Explorer turns new leaf with Ascalon

CHRIS NICHOLLS  |  WEDNESDAY, 12 SEP 2007
Boutique manager Ascalon Capital Managers has purchased 40 per cent of Separately Managed Accounts (SMA) provider Explorer Group from First Capital, ending confusion over the firm's stability. The company had been under a cloud following the purchase ...

IMAP to launch MA accreditation course

MICHAEL HOBBS  |  FRIDAY, 31 AUG 2007
... Account Providers (IMAP) has called on financial planning groups and fund managers to review a draft for a proposed managed accounts accreditation course due to be rolled out next year. The course draft outlined key education areas like taxation, securities ...

MLC launches adviser MAs

ALEX DUNNIN  |  WEDNESDAY, 22 AUG 2007
... Custom has boosted its direct equities capability and tax reporting functionality with the launch of its Adviser Managed Accounts service, which it said is the next step in the evolution of the managed accounts market.. The new features should improve ...