Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 81 - 90 of 263 results for "Separately managed accounts"

Invest Blue offers managed account solution

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
... portfolios, administered on BT Panorama, has been developed exclusively for Invest Blue's 4000 clients. The separately managed accounts are issued by Ironbark as the responsible entity, with Russell Investment Management as investment manager. BT head ...

Clime consolidates SMAs

ANNABELLE DICKSON  |  MONDAY, 25 JAN 2021
... Clime Investment Management has streamlined its operations by consolidating and replacing a number of separately managed accounts (SMAs) after its acquisition of Madison Financial Group. The investment manager initiated its Project Streamline by consolidating ...

BlackRock to buy equity index firm

KARREN VERGARA  |  MONDAY, 30 NOV 2020
... a subsidiary of San Francisco-based Golden Gate Capital. The transaction is a boon for BlackRock's separately managed accounts business, which will see assets roughly increase by 30% to over US$160 billion after the acquisition. Aperio's personalisation ...

AMP Capital invests in UK port

KARREN VERGARA  |  THURSDAY, 26 NOV 2020
... with an additional US$1 billion in co-investment rights and another US$1.2 billion from investors in separately managed accounts, according to Infrastructure Investors' March 2020 report. The report ranked AMP Capital, with a total of US$10.9 billion ...

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
... couple of years, we developed an integrated managed accounts platform so advisers can access custodial separately managed accounts (SMAs) and individually managed accounts (IMAs) on the platform, and have integrated reporting of non-custodial investments ...

Clime partners with asset consultant

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... asset allocation advice and assisting in selecting managers for the managed fund component of Clime's separately managed accounts. The appointment comes as Clime sees an increased demand for its multi-asset managed account portfolios which use Clime's ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Aberdeen Standard Investments has added two financial planning firms to its separately managed accounts (SMA) service. Futuro Financial Services and Profusion Planning have joined the SMA service, which has goals-based models and manages 18 multi-asset ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... discretionary account services (MDAs) take the lion's share of FUM with $35.28 billion followed by separately managed accounts (SMAs) at $28.06 billion. ASIC was expected to put out a consultation paper on MDAs last year but in March this year, said ...

Boutique welcomes operations chief

KARREN VERGARA  |  TUESDAY, 22 SEP 2020
... operating officer for a global investment firm and equities product manager, as well as her work with separately managed accounts," Rahmani said.

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... discretionary account services (MDAs) take the lion's share of FUM with $35.28 billion followed by separately managed accounts (SMAs) at $28.06 billion. Commenting on the market volatility for the period, Milliman head of capital markets for AustraliaVictor ...