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Showing 81 - 90 of 147 results for "Portfolio Solutions"

Fees down across asset classes: Report

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2019
... investors can use a range of tools to improve value for money," the report said. Managing director and head of portfolio solutions at bfinance, Mal Hunt said falling fees in particular asset classes can represent potential opportunity for investors who ...

Wealth manager awards tech mandate

JAMIE WILLIAMSON  |  TUESDAY, 10 SEP 2019
... a technology specialist to enhance its operations. Technology and business processing provider Integrated Portfolio Solutions has been selected to provide portfolio administration services to Pitcher Partners Sydney Wealth Management. Pitcher Partners ...

Chief operating officer joins platform

KARREN VERGARA  |  FRIDAY, 31 MAY 2019
A platform with $3 billion under administration has welcomed its new chief operating officer to the fold. Nigel Singh will lead Integrated Portfolio Solutions' operations, where he will work closely with the technology team and oversee sales efforts ...

Praemium signs new SMA deal

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
... launch the Pitcher Partners Customised Portfolios SMA and to be able to offer our clients a wide choice of portfolio solutions with the ability to customise to their unique requirements," he said. "The sophistication of Praemium's managed account technology ...

Lonsec to acquire in-house managed account offerings

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
... advice models by acquiring their in-house managed portfolios. Lonsec is offering to purchase in-house managed portfolio solutions from advice licensees, allowing advisers to focus on providing advice to their clients without being conflicted. Lonsec's ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... two talented individuals join Crestone who share our vision. We offer client's global, multi-asset class portfolio solutions and the skills and insights that these two bring to the table will truly complement that offering," Ginnivan said. "We have ...

New managed portfolio education hub launched

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2019
... implementing managed portfolios in their business," he said. "It's critical that advisers understand the managed portfolio solutions available in the market are not equal and that enhanced functionality such as tax optimisation tools can make a difference ...

Challenger boutique appoints chief operating officer

KANIKA SOOD  |  THURSDAY, 31 JAN 2019
... are met. She will also oversee the development of the technology for Ardea's risk management systems and portfolio solutions. "The reason this role was created now is that Ardea has grown to now manage over $10.5 billion in FUM for clients within ...

DomaCom, DFS establish $4.1m sub-fund

HARRISON WORLEY  |  THURSDAY, 8 NOV 2018
DomaCom partnered with DFS Portfolio Solutions to launch a $4.1m mortgage sub-fund. DomaCom announced an allocation to two mortgage investments through the firm's first branded mortgage fund with DFS. The firm said the two mortgages total around $4.1 ...

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... Financial Simplicity Fincast Managedaccounts.com.uu Australian Equities Bennelong Australian Equity Partners DFS Portfolio Solutions DNR Capital Macquarie Investment Management SG Hiscock & Company (winner) Shaw and Partners Australian Equities Small ...