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Showing 1 - 10 of 267 results for "Separately managed accounts"

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... governance of what is being offered to retail clients. Managed accounts operate under two legal structures: separately managed accounts (SMAs) and managed discretionary accounts (MDAs). SMAs are the structure most widely used for retail clients, with ...

BT Panorama hires long-serving Russell Investments executive

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
... their business grows." BT Panorama's managed accounts assets have reached $43.8 billion. This spans separately managed accounts (SMAs), tailored portfolios (MDAs) and adviser portfolios. BT chief product officer Annabelle Kline said: "Managed accounts ...

T. Rowe Price scales fixed income ETF offering via acquisition

RIDDHIMA TALWANI  |  MONDAY, 24 AUG 2026
... assets under management, across ETFs, institutional separate accounts, and both taxable and municipal separately managed accounts (SMAs). Its standardised suite of single-security US Treasury ETFs has been the first to provide maturity-specific exposure ...

Fiducian Group statutory profit falls 28%

MATTHEW WAI  |  MONDAY, 17 AUG 2026
... now represent around 13% of the total, Singh said. The introduction of its diversified funds through separately managed accounts (SMAs) has enabled the group to reduce its administration fees, which are getting closer to competing with industry fund ...

Dexus executives step down over leaked airport data case

RIDDHIMA TALWANI  |  TUESDAY, 9 JUN 2026
... Dexus Core Infrastructure Fund, Australia Pacific Airports Fund vehicles, Infrastructure mandates and 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 ...
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