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Showing 941 - 950 of 1098 results for "Separately"

S&P gives DNR three stars

COMPANY RELEASE  |  FRIDAY, 4 DEC 2009
... Services has assigned its three-star rating to the Dalton Nicol Reid Australian Equity Growth Incrementus Portfolio, a separately managed account model portfolio (SMA) offered by Dalton Nicol Reid (DNR). DNR is a Brisbane-based boutique-fund manager ...

OneVue becomes independent

RUTH LIEW  |  THURSDAY, 3 DEC 2009
... Kong-based wealth 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.

Market Wrap - Morning

AAP  |  THURSDAY, 26 NOV 2009
... economic reports, new home sales rose 6.2 per cent to an annual rate of 430,000, higher than economists' expectations. Separately, the government also reported consumer spending rose by 0.7 per cent last month, following a 0.6 per cent drop in September. ...

Ralton wins three stars

COMPANY RELEASE  |  MONDAY, 9 NOV 2009
Standard and Poor's assigns three-star ratings to three separately managed account model portfolios (SMAs) from Ralton Asset Management. The three SMAs are the Ralton Leaders model portfolio, the Ralton High Yield Australian Shares model portfolio ...

Perpetual close to recovering $125m for Mahogany

COMPANY RELEASE  |  MONDAY, 9 NOV 2009
... release it for distribution. LBSF has sought permission to pursue a further appeal, this time to the UK Supreme Court. Separately, LBSF is also moving to obtain a parallel judgment in the US, creating further uncertainty for Mahogany noteholders. Group ...

Premium eyes more practices

MICHAEL HOBBS  |  MONDAY, 26 OCT 2009
... Premium Wealth Management is in talks with a dozen practices to join its ranks and is also looking at ways to access separately managed account (SMA) technology. Chris Saunders, chief executive at Premium Wealth Management, said the business is talking ...

Aviva SMA attracts $10m in six weeks

COMPANY RELEASE  |  THURSDAY, 22 OCT 2009
Aviva's separately managed account (SMA) has attracted nearly $10 million in financial planning client investment after six weeks. The Aviva SMA is available on more than 20 dealer groups and over 50 financial advisers have used the structure for client ...

OneVue adds DNR

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
... executive at Dalton 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 ...

Ascalon adds hedge fund boutique

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
... quantitative strategies executives, Brandt Leahy, Justin Webb and Matthew Perone. These three executives also worked separately at Citadel Investment Group and Delaware Investments and all three have advanced academic qualifications at Harvard University. ...

Powerwrap goes live

COMPANY RELEASE  |  TUESDAY, 8 SEP 2009
... Praemium's clients list to properly test the new service. "We're offering managed fund access only till date with SMA [separately managed accounts] functionality to come later in the fourth quarter," said Varlamos. According to a statement from Praemium ...