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Showing 1 - 10 of 20 results for "Morgan Stanley Wealth Management"

Hostplus, HNWs back CSIRO fund

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Ventures, Hostplus, Lockheed Martin and Temasek, as well as family offices and private investors from Morgan Stanley Wealth Management and Mutual Trust. The first fund helped develop 26 companies including v2food, Myrotia, Coviu, Kasada, Gilmour Space ...

Morgan Stanley's top picks for Aussie ETFs

KANIKA SOOD  |  FRIDAY, 15 NOV 2019
In a research note sent to clients, Morgan Stanley Wealth Management's Nathan Lim shared the four Australian ETFs the firm prefers over the rest. The list represents Morgan Stanley's preferred picks for Australian exposure in multi-asset portfolios ...

Wealth firm backs new Perennial fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
Morgan Stanley Wealth Management will invest $25 million in a new fund from Perennial's small and micro caps team. The Perennial Private to Public Opportunities Fund will hold 30-45 investments in pre-IPOs, IPOs and unlisted growth capital. There ...

Praemium loses major client

KARREN VERGARA  |  MONDAY, 8 APR 2019
... conducted in-house. The incremental contractual value is about $1 million per annum. In late March, Morgan Stanley Wealth Management announced it will transition about 2500 new portfolios to Praemium, building on an existing relationship. Praemium will ...

Morgan Stanley extends platform partnership

KANIKA SOOD  |  THURSDAY, 28 MAR 2019
Morgan Stanley Wealth Management is transitioning 2,500 new portfolios to an independent platform, building on their existing relationship. In a new agreement, MS Wealth Management will add 2,500 portfolios with international assets to Praemium's platform ...

Advice group appoints general manager

KANIKA SOOD  |  THURSDAY, 21 FEB 2019
... years' leadership experience, including senior roles at Mercer and Citi Smith Barney (now Morgan Stanley Wealth Management) across adviser operations, technology, transformation, paraplanning and policy. "In her almost six years at BT Financial Group ...

Praemium renews Asgard contract

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
... reporting and administration platform. Arguably its biggest signing of 2018 came in June when Morgan Stanley Wealth Management Australia signed its 115 financial advisers to the SMA technology. This was after Praemium succeeded in retaining JBWere for ...

Morgan Stanley amends false independence claims

JAMIE WILLIAMSON  |  TUESDAY, 28 AUG 2018
Morgan Stanley Wealth Management was caught by ASIC for falsely claiming it was independent. According to the regulator, Morgan Stanley made a claim in an ASX announcement released by Praemium in June that its services included an independent advice ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
Praemium's funds under administration surpassed $8 billion thanks to a bumper June 2018 quarter of key client wins. FUA shot up 35% compared to the prior corresponding period, with about $566 million of inflows coming in from Australian business. ...

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... expect." Separately, the platform provider inked a deal to provide managed accounts services to Morgan Stanley Wealth Management Australia in June. The solution goes live this month, and will see about 115 financial advisers use Praemium's separately ...
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