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Showing 1 - 10 of 262 results for "Separately managed accounts"

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... Intelligent Investor business to another listed entity to better focus on its proprietary digital advice, separately managed accounts and investor wealth platform. The Intelligent Investor business, comprising the website and management rights to its ...

Performance test reforms to curb benchmark hugging: Treasury

KARREN VERGARA  |  FRIDAY, 8 MAY 2026
... the majority of which are on platforms - is a possibility. Single- or multi-manager products, and separately managed accounts fall into this category. Treasury is taking submissions in response to its consultation paper Strengthening the superannuation ...

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
Clime Investment Management is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. The cash transaction is subject to platform consent, due diligence and completed documentation. ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... benefits and more about the perceived cost, effort and complexity of transitioning existing clients. Separately managed accounts (SMAs) remain the most widely used managed account structure, with around nine in 10 advisers implementing managed accounts ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... said it will retain its individually managed accounts (IMA) offering but will provide non-exclusive separately managed accounts (SMA) and managed discretionary accounts (MDA) solutions and continue to manage certain client portfolios directly where this ...

Dexus strengthens infrastructure push with new hire

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... the Dexus Community Infrastructure Fund. As part of the broader remit, Box will also oversee Dexus's separately managed accounts. The wholesale-focused fund holds stakes in assets including Macarthur Wind Farm, the Victorian Desalination Plant - the ...

SMSF advice requires specialist skills, professional judgement: SMSFA

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
... regulator. ASIC previously flagged it is reviewing the managed accounts sector, particularly the growth of separately managed accounts (SMAs), in its 2025-26 Corporate Plan. While the regulator did not label managed accounts as vertically integrated ...

Janus Henderson to acquire Richard Bernstein Advisors

ELIZA BAVIN  |  TUESDAY, 27 JAN 2026
... Janus Henderson said the acquisition will substantially enhance its position in model portfolios and separately managed accounts (SMAs). At the completion of the transaction, Janus Henderson will rank among the top 10 model portfolio providers in North ...

Betashares launches retirement income SMAs on CFS Edge

MATTHEW WAI  |  WEDNESDAY, 14 JAN 2026
... aims to offer retirees an enhanced income of 2% p.a. above traditional benchmark portfolios through separately managed accounts (SMAs) on the CFS Edge platform. The SMAs leverage Betashares' institutional-grade investment solutions and portfolio construction ...

ASIC targets potential vertical integration in managed accounts

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
... ecosystem, especially when an AFSL is the provider of its own managed accounts products in the form of separately managed accounts (SMAs). Deloitte Access Economics highlighted these issues to ASIC in 2021 when it saw that the structure of managed accounts ...
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