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Showing 81 - 90 of 143 results for "Global SMA"

Praemium expands global SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
Praemium SMA enhanced its suite of international model portfolios with the addition of a Franklin Templeton offering. The Franklin Concentrated Global Equity ex Australia Portfolio is now available to investors via the platform. It enables investment ...

Praemium SMAs go global

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
Praemium has added international model portfolios to its suite of separately managed accounts on the back of growing demand from financial advisers and their clients for global diversification. International models from managers including Arnhem Investment ...

Xero consolidates stock exchange listings

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Global cloud accounting software provider Xero will delist from the New Zealand Stock Exchange and transfer all shares to the Australian Securities Exchange. Announcing the move via its half-year results, Xero said it would consolidate its listing on ...

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... its stockbroking and execution for Australia and global markets, as a compelling partner for launching their first global SMA. PPM will be one of only two global SMAs on the Powerwrap approved product list," MacNally said. Powerwrap head of distribution ...

First State Super awards global microcaps mandate

ALEX BURKE  |  MONDAY, 23 OCT 2017
First State Super has awarded a large mandate to a specialist manager of global microcap equities. EAM Global Investors, part of Pacific Current Group's multi-boutique suite, manages global small and microcap strategies on behalf of institutional investors. ...

Powerwrap names new chief executive

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
The chief executive of Bennelong Wealth Partners and chief operating officer of one of the largest single family offices in Australia will be the next chief executive of Powerwrap. Following the resignation of Cormac Heffernan in December 2016, the ...

Global SMA rated superior

JAMIE WILLIAMSON  |  FRIDAY, 31 MAR 2017
A separately managed account portfolio providing investors with exposure to major tech disruptors was awarded a superior investment grade rating from SQM Research. The Loftus Peak Global Change Model Portfolio was awarded four out of a possible five ...

Arnhem SMA rating receives upgrade

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... Arnhem Investment Management's global separately managed account was upgraded in its latest round of reviews. Arnhem's global SMA, the Australia+ SMA, is now 'Recommended' by the ratings house, with Lonsec highlighting its "highly appealing product design" ...

Pengana boosts adviser distribution footprint

ALEX BURKE  |  MONDAY, 5 DEC 2016
Throughout 2016, Pengana Capital built out a nine-person business development and client service team targeting the financial adviser market. The firm's six active equity strategies, which collectively hit a $2 billion funds under management milestone ...

EAM Investors wins first Australian mandate

MARK SMITH  |  TUESDAY, 11 OCT 2016
Pacific Current Group's specialist global small and micro-cap boutique manager, EAM Investors, has won its first Australian institutional mandate. IOOF Investments has added the fund manager's Emerging Markets Small Cap Strategy to its IOOF MultiMix ...