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Showing 1 - 6 of 6 results for "Investment Portfolio Service"

AMG Super to rebrand

JAMIE WILLIAMSON  |  MONDAY, 19 SEP 2022
AMG Super is going to roll out a new look as it expands its offering to include an investment portfolio service. Just last month, AMG Super's MySuper product was closed to new members. While it did fail the Your Future, Your Super performance test ...

Stockspot releases robo tool for HNW investors

ALEX BURKE  |  MONDAY, 21 MAR 2016
Stockspot has released a personalised automated investment portfolio service targeted at attracting high-net worth investors. The Stockspot Themes service allows "qualifying investors" to choose from 14 different investment themes which tie into Stockspot's ...

ClearView launches first SMA service

LAURA MILLAN  |  THURSDAY, 5 NOV 2015
... accounts will be able to access the same range of implemented portfolios available through the firm's Investment Portfolio Service (IPS). Both the SMA and IPS model options are managed by ClearView's experienced investment team. As part of the broader ...

ClearView launches new super product

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
... platform. The super and pensions product, WealthFoundations, offers 14 diversified and single sector Investment Portfolio Service (IPS) strategies, a LifeStages strategy and a Guaranteed Cash option. ClearView described the product as "using a Trustee ...

BGL signs on to OneVue SMA

COMPANY RELEASE  |  MONDAY, 13 JUL 2009
More than 250,000 SMSFs can now more easily access SMAs after OneVue scored a major deal with BGL Financial Services. The white-labelled product will be known as SMSF Invest, and will be distributed by SMSF software provider BGL Corporate Solutions. ...

Matrix re-signs Oasis

MICHAEL HOBBS  |  FRIDAY, 24 AUG 2007
... Management. Matrix will continue to use the Oasis platform to offer its superannuation master trust and investment portfolio service to the retail market. This comes after AFS Group renewed its strategy portfolio agreement with Oasis in July. "The re-signed ...
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