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Showing 81 - 90 of 426 results for "Separately managed account"

Praemium reports 92% flow increase

CHLOE WALKER  |  MONDAY, 18 JUL 2022
The investment platform now has $40.5 billion in funds under administration, up 10% on the same time last year. Additionally, Praemium's financial year net inflows were $2.9 billion, up 92% from its prior corresponding period. Unfortunately, gross inflows ...

BetaShares grows team amid increased demand

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
BetaShares has made a raft of appointments, including adding two to its sales leadership team to oversee wealth management and high-net-worth groups. All five appointments are internal promotions and have been made to the ETF manager's sales, distribution ...

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
Funds under administration (FUA) in managed accounts platforms increased by almost 50% per annum in the last three years alone, according to Rainmaker Information. Analysing figures previously published by the Institute of Managed Account Professionals ...

abrdn hires from State Street

CHLOE WALKER  |  MONDAY, 2 MAY 2022
... growth of our managed account capability, he added. "abrdn Australia currently has a suite of over 20 separately managed account solutions for financial advice licensees and advisers to tap into, and is a core growth pillar for the Australian business," ...

Nucleus Wealth launches direct indexing option

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
... superannuation, the service involves the investor owning the individual shares that make up an index in a separately managed account. Because the investor directly owns each of the shares in their own account, they are able to customise their superannuation ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... index. Direct indexing allows investors to own the securities that make up an index and hold them in a separately managed account (SMA). For example, if replicating the S&P500, the investor would directly own all the stocks in the index. The concept ...

Clime finalises ownership deal, appoints CIO

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... the strategy. Upon completing due diligence, Clime's transfer of $270 million to establish the separately managed account and managed discretionary account solution with Ralton is in exchange for a 75% ownership in the latter. The managed accounts ...

T. Rowe Price launches two new products

ELIZABETH MCARTHUR  |  THURSDAY, 16 DEC 2021
... Strategy via T. Rowe Price's Concentrated Global Equity Australian Unit Trust and the Global Select Equity Separately Managed Account (SMA). The products aim to use the firm's research platform to deliver a high conviction portfolio of global companies ...

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
Clime Investment Management has partnered with a managed accounts specialist to create a $330 million product. On December 2, Ralton Asset Management and Clime entered an exclusive agreement to combine their separately managed accounts businesses. The ...

Shaw and Partners appoints sales lead

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
Shaw and Partners has appointed a former Franklin Templeton and J.P. Morgan executive as director of sales and distribution, Australia. Matthew Jackson has taken on the role, responsible for strategy, business development and investor relations for ...