|Search Results||Showing 1 - 10 of 24 results for "SMA platform"|
|CountPlus has offloaded the investment management of its SMA platform solution as it aims to rid itself of product conflicts. The Privilege Managed Account is a separately managed accounts platform made up of seven model portfolios. These were offered ...|
|A Morningstar director has joined BondAdviser as the firm plans to build out its investment management capability. BondAdviser confirmed John Likos has joined as director of investment management. Most recently director of equity and credit research ...|
|... Mainstream-administered managed funds. The provider of fund and super administration services intends to seed the SMA platform when it has secured $150 million in commitments. Mainstream is in talks with four parties with more than $1 billion in funds ...|
|... reinstated in May, said the business' deliberate focus on SMAs and IMAs is bearing fruit and clients who have adopted the SMA platform are seeing greater productivity and profitability, and delivering a better investor experience. "Our ability to deliver ...|
|... hybrids and subordinated notes with callable features, will be available to financial advisers via the Praemium SMA platform. XTB portfolio manager Ian Martin and co-founder and executive director of Australian Corporate Bond Company (ACBC), said offering ...|
|... added: "Atrium is a rapidly expanding investment management business; in response to our clients' demand we have an SMA platform solution available from 1 September to complement our investment offering," said CFS also recently added Challenger's CarePlus ...|
|... platform. At the time, HUB24 managing director Andrew Alcock said: "As the most functional managed portfolio and SMA platform in the market, we're proud to be partnering with BondAdviser and ACBC to be the first to bring this product to market. "It's ...|
|... partner with a platform provider who is well established and highly reputable, and as recipients of Lonsec's inaugural SMA Platform of the Year, Praemium was our obvious first choice," Futuro managing director Paul Kelly said. Praemium commercial director ...|
|... claims it is the first managed portfolio available to advisers to include Exchange Traded Bond units (XTBs) on an SMA platform. The BondAdviser Income Plus Portfolio is designed to give investors an alternative to term deposits while maintaining regular ...|
|... large lump sums, while also being able to own the underlying investments." WealthEnhancers uses Praemium as its SMA platform, but Boles adds that they're investigating Macquarie and BT's offerings as well. "I think it's the main way to get into the market ...|
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Close to a third of wealth management organisations are looking to boost staff numbers this year, with sales roles expected to be most in demand.
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Spaceship has boosted its executive team through the appointment of three executives, including a former leader of Macquarie and Bennelong Asset Management.
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A man who was jailed over a hedge fund collapse dyed his hair and grew a beard in an attempt to go unrecognised as he launched a new bitcoin scheme.
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A $5.3 billion industry superannuation fund has appointed a new chair as the incumbent bows out after almost two decades on the board.
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