Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 931 - 940 of 964 results for "Managed Accounts"

Financial Simplicity welcomes director of sales

HAMISH MADDEN  |  TUESDAY, 7 NOV 2006
Managed accounts software provider Financial Simplicity has appointed a new director of sales to help grow the business. Richard Hail has been appointed director of sales to help Financial Simplicity grow its market share in the growing managed accounts ...

Direct Portfolio Services adds new insto manager

HAMISH MADDEN  |  WEDNESDAY, 11 OCT 2006
Separately managed accounts (SMA) provider Direct Portfolio Services has announced the appointment of a new institutional relationship manager. Angela Tennant joins Direct Portfolio Services from Zurich where she worked as a senior research analyst. ...

More growth through structured products and MAs

... to more income producing products such as annuities and structured notes," said Phillips. As for the growth of managed accounts or wrap accounts, he explained that the way fund managers will package their products will also change because of the changing ...

Less confusion, more clarity on managed accounts: IMAP

Competing players from Australia's fast growing managed accounts sector will join forces to present the public with a uniform set of terminologies and help clarify the confusion surrounding the different managed account products. Around 40 industry ...

IMAP ready for take-off

HAMISH MADDEN  |  THURSDAY, 21 SEP 2006
... Tracy Byrne, said the catalyst for forming the organisation was a lack of industry and public awareness around managed accounts. As the looming growth sector in financial services, Byrne said it is important managed accounts providers have a forum for ...

First Capital approves acquisitions

KATE HAGE  |  THURSDAY, 14 SEP 2006
... Capital Group has received shareholder approval to acquire several businesses, including Sydney based separately managed accounts funds manager Explorer Group, and a share in seminar group Empowernet Digital. Passed yesterday, the resolutions pave the ...

Tricom makes IMAs admin-free for planners

HAMISH MADDEN  |  MONDAY, 11 SEP 2006
Tricom Equities has unveiled a new managed accounts platform which will remove the administrative burden from planners and investment managers running increasing numbers of individually managed accounts (IMAs) for clients. The new platform is aimed ...

Praemium to access UK's wealthiest through Lloyd's

KATE HAGE  |  MONDAY, 28 AUG 2006
... Argenta Private Capital. Praemium has appointed UK based Lloyd's adviser Argenta to distribute wrap and separately managed accounts (SMA) services to the high end UK market. Praemium managing director, Arthur Naoumidis, said the deal provides them with ...

Financial services exports trailing economy

KATE HAGE  |  MONDAY, 14 AUG 2006
... they are smaller than they should be given the size of the opportunity. "Most of the assets are in separately managed accounts rather than funds, so there is still a big opportunity for Australian domiciled funds to be made available to offshore investors." ...

SMAs step up to platforms

... (AFS) Group is the latest to join a growing number of dealer groups who are pioneering the use of separately managed accounts (SMAs), touted the biggest thing since platforms. AFS joins Tolhurst Noall and Lonsdale Financial as adviser groups who have ...