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Showing 1 - 10 of 30 results for "SMA platform"

Praemium revenue grows to $85m

ELIZA BAVIN  |  MONDAY, 26 AUG 2024
... Praemium chief executive Anthony Wamsteker said the company is entering 2025 with "optimism and positive momentum". "The SMA platform's premium offer is priced at competitive levels consistent with the market we serve. We will look to that experience ...

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 ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
XTB is expanding its pure fixed income separately managed account solution onto Macquarie Wrap. The ACBC Fixed Income No. 1 Model Portfolio was first available to financial advisers in February using Praemium SMA and SuperSMA platforms, and invests ...

ACBC partners with Praemium

EMMA RAPAPORT  |  THURSDAY, 2 MAR 2017
... excludes 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) ...

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 ...
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