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Showing 1 - 10 of 242 results for "Separately managed accounts"

JP Morgan AM hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... the rapidly growing market. Stefania Vivarini is credited with launching Vanguard's ETF-based separately managed accounts. Vivarini - who has two decades of investment product distribution experience under her belt - was most recently the national ...

OneVue, Spectrum drive Praemium to record FUA

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... strong pipeline for the remainder of 2025," Praemium chief executive Anthony Wamsteker said. Meantime, separately managed accounts gained 10% with FUA coming in at $12.3 billion, and Powerwrap's FUA grew marginally to $13.3 billion, up 2%, but also had ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... accounts assets have quadrupled over the past five years to $200 billion and more than 100 active separately managed accounts (SMAs) managers are creating portfolios. "Every day that goes by there's another $1 billion to $3 billion being modelled ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... Investments as its consulting partner amid closing its Australian equities solutions within its multi-asset separately managed accounts (SMAs). Russell was tasked to develop and actively manage a factor-based Australian equities solution and a customised ...

Trump Media to launch ETFs

ANDREW MCKEAN  |  WEDNESDAY, 26 MAR 2025
... company, the Crypto.Com Custody Trust Company. The ETFs launch is set to coincide with a batch of separately managed accounts (SMAs), both of which Trump Media plans to invest in with its own cash reserves. The company has allocated up to $250 million ...

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... Account Professionals (IMAP) show. The latest census, produced in conjunction with Milliman, reports separately managed accounts (SMAs) holding the largest market share of 64% or $148 billion. The SMA asset pool grew 36% year on year. Managed discretionary ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... months, Wamsteker said Praemium launched Spectrum for high-net-worth (HNW) clients, repriced its core separately managed accounts (SMA), rebounded from the impact of adviser exits, restructured operations offshore and returned earnings to shareholders. ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... lineup, reconfigures operations, and scouts new investment opportunities. Clime's direct FUM through separately managed accounts and discrete portfolio services, managed funds, and a listed investment company was $1.6 billion. "Our focus is on refining ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... Standard (SMARS) has launched to address the complexities and confusion over fee structures in the separately managed accounts (SMAs) sector. SMARS is spearheaded by the Adviser Ratings Group and operates as a separate entity, SMA Standard Pty Ltd. SMARS ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
Direct indexing platform Briefcase has partnered with Praemium to launch five separately managed accounts (SMA) for retail investors. The five diversified risk-based model portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now ...
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