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Showing 81 - 90 of 379 results for "Separately Managed Account"

Advice dealer group rebrands

HARRISON WORLEY  |  MONDAY, 9 DEC 2019
... Madison's OneVZue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios all included in the deal.

MLC hires from Perpetual Private

KANIKA SOOD  |  THURSDAY, 21 NOV 2019
MLC Asset Management has appointed a director for its managed accounts business, hiring a Perpetual Private general manager. Jason Komadina starts as MLC's managed accounts lead on 29 January 2020. He will report to general manager for strategic ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
A debate is raging about what the Financial Advice Standards and Ethics Authority's Code of Ethics means for ESG investing and advising clients on ethical investment options, with FASEA chief executive Stephen Glenfield looking to clarify the issue. ...

New SMAs launch

ELIZABETH MCARTHUR  |  MONDAY, 21 OCT 2019
A new range of separately managed accounts (SMAs) have launched, attempting to address a demand the new FASEA code of ethics could create. A group of financial advisers have come together to launch the SMAs through Ethical Advisers Funds Management. ...

Zurich launches new SMA

KRISTI CHENG  |  MONDAY, 9 SEP 2019
Zurich Investments has launched a new separately managed account focused on global growth opportunities, which will be available on the HUB24 platform. The Zurich Investments Global Growth Opportunities SMA offers financial advisers the opportunity ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
A Sydney small caps boutique has signed an exclusive retail distribution agreement with Zurich Investments and has also won the mandate to manage Zurich's $60 million small companies fund. Zurich Investments will now be the sole distributor of the ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Patersons Securities has launched its first separately managed account offerings. The stockbroking and wealth management firm released two SMA models this week. The models had previously been run by Patersons as in-house model portfolios. It is the ...

Ariel Investments promotes president

KARREN VERGARA  |  MONDAY, 22 JUL 2019
Ariel Investments has promoted its long-serving president to co-chief executive as part of its succession plan. Mellody Hobson is now president and co-chief executive of the Chicago-based fund manager. Since taking on the new title in July, Hobson is ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
BT Panorama has exceeded $20 billion in funds under administration and boosted platform functionality. In July 2018, BT introduced simple open platform pricing for BT Panorama and since then the platform has enjoyed 78% growth, BT Financial Group said. ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
CountPlus has offloaded the investment management of its SMA platform solution as it aims to rid itself of product conflicts. The Privilege Managed Account is a separately managed accounts platform made up of seven model portfolios. These were offered ...