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Showing 81 - 90 of 551 results for "Discretionary"

Implemented Portfolios adds to team

ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
The managed discretionary account operator has made a key appointment to its portfolio management team and two hires for a newly created role in its distribution team. Anton Hermanto has been appointed as custody and administration manager and joins ...

Multiples paid for client books dip

KARREN VERGARA  |  WEDNESDAY, 31 MAR 2021
... includes superannuation, risk insurance and financial advice, is valued at $20,000. A vanilla AFSL with a managed discretionary account (MDA) facility would go for $50,000. Adding an options and derivatives trading capability to the latter would fetch ...

Managed accounts FUM inch to $100bn

KARREN VERGARA  |  FRIDAY, 12 MAR 2021
... Separately managed accounts hold the lion's share of assets at $45.1 billion (up 54% year on year) followed by managed discretionary account services at $38.9 billion (up 28% year on year). Potter said the significant increase in SMA assets reflect a ...

HUB24 searches for new director

KANIKA SOOD  |  FRIDAY, 5 MAR 2021
... established in 2007 by Ian Lister, Darren Pettiona and Suwandi Tan to provide an administration platform for Managed Discretionary Accounts (MDAs) and similar complementing services.

SMSFs primed for best financial interests duty

KARREN VERGARA  |  TUESDAY, 16 FEB 2021
... they make around day-to-day operational fund expenditure, investing members' money, strategic decisions and discretionary spending. "Given that members of an SMSF are also the trustees there is a strong incentive already for trustees to act in their ...

Antares promotes on equities team

KANIKA SOOD  |  TUESDAY, 9 FEB 2021
... the period. Its biggest holdings are in metals and mining (19.2% of the total assets), industrials (12%), consumer discretionary (11.6%) and healthcare (11.2%).

Dealer group bolsters leadership

ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... Securitor. Ng joins from platform provider Xplore Wealth where she was state distribution manager for the firm's managed discretionary accounts service. Prior to that, she was national growth manager at Centrepoint Alliance for five years and spent over ...

Milestone launches asset allocation tool

ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
... cost-effective and comprehensive solutions that manages modelling, portfolio implementation and the execution process. The discretionary portfolio management solution supports funds in managing partial discretionary allocations and algorithmic portfolio ...

BlackRock reinforces commitment to ESG

RACHEL ALEMBAKIS  |  WEDNESDAY, 27 JAN 2021
... risks, BlackRock will vote against management in index portfolio-held shares and will also consider divestment in discretionary active portfolios because of the risk to client returns. Fink noted that the "tectonic shift" to sustainable investments is ...

Equity Trustees reports on 2020 giving

KANIKA SOOD  |  FRIDAY, 18 DEC 2020
... 189 last year to 204. Total grants in 2020 stood at $83.4 million across grants and bequests. However, the largest discretionary grant made was $300,000 slimmer this year at $1.3 million. The biggest area of focus for donors was medical research and ...