Search Results | Showing 1 - 8 of 8 results for "Personal Portfolio" |
| | ... target weightings specified by the user. Additionally, Raiz said users can have a customised name for their personal portfolio. "Each custom portfolio is going to have a different allocation, a different account balance, and each Raiz user will have ... |
| | | ... represent almost half of total adviser FUA based on Rainmaker data. Leading the league tables are Praemium and AMP Personal Portfolio Service, which together account for 49% of advisers in adviser groups formally associated with a managed account. Other ... |
| | | ... Commsec, compliance, term deposits with Australian Money Market, separately managed accounts with Macquarie's Personal Portfolio, and insurance with Australian Group Insurances Australia Limited. Xpress Super is the low-cost offering of SuperGuardian ... |
| | | ... announced yesterday that it had added Macquarie's separately managed account (SMA), known as the Macquarie Personal Portfolio, to its platform. According the Xpress Super, SMAs offer greater transparency than managed funds for SMSF investors wanting ... |
| | | Westpac-owned boutique Ascalon Capital's former chief executive officer has this week started his new job as of head of alternatives for BlackRock in Australia. After announcing in June this year that he was leaving Ascalon, a subsidiary of Westpac's ... |
| | | ... researcher noted. Mahoney claims the trend-line within this research points to a profound shift away from group to personal portfolio management. "We call it a wealth management renaissance as we enter the Web 3.0 era. "In the Web 3.0 world it's all ... |
| | | ... who currently hold personal investments or have held them in the last six months, around $144,000 of their personal portfolio is now invested in near-liquid assets - assets that have immediate access without giving notice excluding cash and government ... |
| | | ... advisers and retail investors which provides access to information products, current interest rate prices and personal portfolio positions in just a few mouse clicks. The website is linked to Macquarie Investment Lending's, GearUp, which provides share ... |
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