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Showing 1 - 10 of 16 results for "SMA portfolios"

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... our existing businesses of Accurium and (the recently announced) Solutions Centric." "The addition of the CARE SMA portfolios and the supporting client-centric advice processes provide new growth opportunities. There are material scale benefits that ...

Activus SMAs now available to more advisers

JAMIE WILLIAMSON  |  FRIDAY, 5 AUG 2022
Activus Investment Advisors is making its suite of SMA portfolios available on platform for the first time, partnering with Macquarie Wrap. The Activ-ator range was launched four years ago, comprising multi-asset portfolios with four risk profiles ranging ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... the SMA market has been a growth opportunity for ASI. "We're expecting very strong growth in both the number of SMA portfolios we offer and our SMA funds under management because of our ability to provide wholesale advice firms with institutional-grade ...

Clime courts Madison Financial Group

KANIKA SOOD  |  MONDAY, 11 MAY 2020
... number of clients over the next three years," he said at the time. Clime has since launched a new income fund, and SMA portfolios.

Clime launches new SMA portfolios

ALLY SELBY  |  FRIDAY, 6 MAR 2020
Clime Investment Management has launched four new separately managed account portfolios to help diversify self-directed investors' wealth amid skyrocketing volatility. Investors can now access Clime's balanced (35% defensive, 65% growth), growth ...

Mason Stevens expands fixed income, appoints SMA manager

MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
... its growth plans. Roman Gerber joined two months ago as the Separately Managed Account Manager, overseeing all SMA portfolios and working as the primary conduit with its managers. Gerber built his career at UBS Wealth Management, spending three years ...

Platform provider grows SMA menu

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
... advisers and their clients access to a greater range of retail managed accounts. The Netwealth menu now includes SMA portfolios from Elston Asset Management and Quilla Consulting, with plans to add further managers in the second half of the year to satisfy ...

MLC adds to SMA suite

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... advisers with more ways to create value for clients. "We have a strong track record of offering a broad range of SMA portfolios on our platforms. Not only does this provide advisers and their clients with a wide selection of investment asset classes ...

New SMAs at MLC increasing exponentially

DARREN SNYDER  |  TUESDAY, 21 JUL 2015
... are fully integrated into the MLC Wrap and MLC Navigator platforms. This means advisers can manage their client's SMA portfolios in the same way as managed funds and shares, further increasing efficiency.

Bellmont to offer SMAs through Hub24

ALEX BURKE  |  TUESDAY, 27 JAN 2015
... advisers, managers and they have seen huge growth in their [funds under management]." Bellmont intends to add its SMA portfolios to other platforms, including netwealth, over time. "We're looking to roll out these SMA offerings across different platform ...
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