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

Search Results

Showing 81 - 90 of 130 results for "Wraps"

Pooled funds lose cash

ALISON BEVEGE  |  WEDNESDAY, 6 APR 2011
... reverse itself. But Plan For Life figures also showed money flowing into master fund products, including master trusts, wraps and platforms, fell from $18.7 billion in the year to December 2009 to $11.7 billion last year. Connie McKeage, chief executive ...

Mason Stevens signs dealer group MAs

ELISE BURGESS  |  WEDNESDAY, 23 MAR 2011
... are driving demand for more tax-efficient, transparent structures and want to move some of their clients' assets away from wraps and unit trusts. Managed accounts provide this opportunity while still offering the benefits of professional investment management." ...

Zurich eyes platforms for growth

RUTH LIEW  |  MONDAY, 22 NOV 2010
... Drennan, general manager of investments at Zurich, said the firm will be pushing its existing products onto platforms and wraps, along with private banks, to increase new business flows. "On the platforms, generally we've only had one or two products ...

Platforms control market, not advisers

ALEX DUNNIN  |  WEDNESDAY, 3 NOV 2010
... noted Rainmaker in their latest Advantage report. Rainmaker found that platform funds under advice in master trusts and wraps climbed 16 per cent during the year to end June 2010 to reach $370 billion while the number of advisers was up 311 to 18,712. ...

Select wins AXA and CFS mandates

COMPANY RELEASE  |  THURSDAY, 3 JUN 2010
... did not limit or close to redemptions. The Select Alternatives Portfolio is already listed on a number of platforms and wraps, including Asgard, Navigator, MLC Masterkey Custom and Macquarie Wrap. It is also available direct to investors with a minimum ...

Powerwrap to ease corporate actions hassles

MICHELLE BALTAZAR  |  WEDNESDAY, 17 FEB 2010
... portfolios better by combining the technologies used to administer managed funds and direct shares under one roof. "While wraps are logical structures for managed funds administration, they are less satisfactory for equities on a number of levels. Our ...

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... that Bouris and Miles are completely sidestepping the models that have worked in the past for planners, namely conventional wraps, master trusts and multi-managers. The syndicate wants more control over pricing, transparency and disclosure, and the investment ...

FSP transitions to Oasis

COMPANY RELEASE  |  FRIDAY, 12 JUN 2009
... flexibility," said Lowe. Oasis partners with dealer groups to build, design and administer investment portfolio and super wraps, together with other associated services. Oasis is rated one of Australia's top three platforms, according to brandmanagem ...

Netwealth drops 13 funds from menu

RUTH LIEW  |  WEDNESDAY, 13 MAY 2009
Netwealth has withdrawn all the BT funds from its super and investment wraps, while adding four other products including property, Australian and international equities following planner feedback. Netwealth has added the Vanguard Australian Shares High ...

Platforms should merge

ALEX DUNNIN  |  WEDNESDAY, 22 APR 2009
Master trusts and wraps should be consolidated into a single government run platform to drive greater efficiencies and lowers costs. Wade Tubman, a director, and Annie Liao, a senior manager in the actuarial practice at PricewaterhouseCoopers, told ...