Search ResultsShowing 1 - 10 of 24 results for "SMA platform"
CountPlus transfers SMA management
KANIKA SOOD  |  MONDAY, 1 JUL 2019
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 ...
Morningstar director joins BondAdviser
HARRISON WORLEY  |  MONDAY, 6 MAY 2019
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 enters SMA market
KANIKA SOOD  |  TUESDAY, 14 AUG 2018
... 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 ...
Managed accounts growth delivers strong Praemium result
JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
... 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 ...
ACBC partners with Praemium
EMMA RAPAPORT  |  THURSDAY, 2 MAR 2017
... 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 ...
CFS wins bid to host new SMA solution
JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2016
... 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 ...
ACBC releases six fixed-rate XTBs
ALEX BURKE  |  TUESDAY, 24 MAY 2016
... 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 ...
Praemium partners national advice firm
MARK SMITH  |  THURSDAY, 12 MAY 2016
... 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 ...
BondAdviser launches new portfolio on HUB24
KERRIE SYDEE  |  FRIDAY, 1 APR 2016
... 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 ...
FEATURE: Managed accounts - more than meets the eye
ALEX BURKE  |  FRIDAY, 4 SEP 2015
... 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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