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Showing 1 - 10 of 10 results for "Smartwrap"

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... of direct equity exposure, such as transparency, lack of pooled tax consequences and low cost. "PPM saw the Powerwrap Smartwrap platform, with its stockbroking and execution for Australia and global markets, as a compelling partner for launching their ...

Private Portfolio Managers launch SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... Richard Carr said he was pleased PPM has selected the platform to launch its SMA offering. "The addition of PPM to our Smartwrap offering is in line with our focus on delivering on of the widest range of investment choices to our clients. We are confident ...

Trilogy Trust added to Powerwrap platform

KERRIE SYDEE  |  FRIDAY, 18 MAR 2016
The Trilogy Monthly Income Trust has been approved for inclusion on the Powerwrap platform through the Smartwrap Investment Account. The trust is designed to provide investors with exposure to the returns available from investments in loans secured ...

Powerwrap's platform offers advisers full choice

LINDA HAUSKEN  |  MONDAY, 3 SEP 2012
Powerwrap Limited has upgraded its SMARTwrap platform as part of its overall business strategy to offer independent financial advisers full choice at what they regard as a reasonable price. The SMARTwrap Investment Account now offers access to over ...

Ex-MLIM chief and head of sales to lead Powerwrap

BEN COLLINS  |  WEDNESDAY, 30 MAY 2012
... who assumes the role of chief executive officer. The two have joined Powerwrap as it builds upon the adoption of its SMARTwrap platform by a number of independent financial advisers, as well the deployment of individually badged platforms for industry ...

Praemium appoints new CEO as platform business booms

MATT WOODINGTON  |  TUESDAY, 9 AUG 2011
... which he has a great reputation," said Don Stammer, chairman, Praemium. Praemium's investment wrap platforms, V-Wrap and SMARTwrap, have experienced high growth with $45.6 billion in funds under administration as of June 30. The company administers $554 ...

Praemium renews with MSSB

LOREN RUGEBREGT  |  FRIDAY, 22 JUL 2011
... Barney for another three years. The extended agreement follows the release of Praemium's online software V-Wrap and SMARTwrap in conjunction with Morgan Stanley Smith Barney (MSSB). Arthur Naoumidis, group chief executive of Praemium, said the agreement ...

Cavendish, Super Concepts sign with SMARTwrap

ELISE BURGESS  |  THURSDAY, 7 APR 2011
Cavendish Superannuation and Super Concepts have agreed to be the default administration providers for a SMARTwrap offering for self-managed superannuation funds (SMSF). The two SMSF administration providers have signed a heads of agreement with provider ...

Praemium SMARTwrap signs AFS

NEWS RELEASE  |  TUESDAY, 7 SEP 2010
Technology provider Praemium announced in a statement to the ASX today that its SMARTwrap platform has won its first approval from a national dealer group - Australian Financial Services group (AFS), barely a month after launching. Based on Praemium's ...

Praemium preps more advisers to fee-for-service world

RUTH LIEW  |  FRIDAY, 9 JUL 2010
Praemium is expanding its planner target market by 80 per cent as the firm rolls out SMARTwrap - a service aimed at both fee-for-service and commission-based advisers, and those transitioning to a fee structure. Arthur Naoumidis, group chief executive ...
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