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Search ResultsShowing 1 - 10 of 100+ results for "managed accounts"
Macquarie to transfer legacy pension product
KANIKA SOOD  |  MONDAY, 10 AUG 2020
... will also get more than 1600 investment options (managed funds, listed securities, term deposits, separately managed accounts) and improved features such as online access for account balances, it said. Any ongoing adviser fees currently in place for ...
Netwealth hits fund managers with new fee
KANIKA SOOD  |  FRIDAY, 31 JUL 2020
... gone up. The platform business allows fund managers to offer fee discounts to financial advisers, licensees or managed accounts providers, which are processed as fee rebates. So far, Netwealth did not charge fund managers a fee for this. But this month ...
Sydney boutique winds up fund
KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... $151.8 million in total assets and has been running since April 2015, which are offered by multiple separately managed accounts (SMA) platforms. Redpoint was established in 2011 and managed about $10 billion for institutional and retail clients. GSFM ...
Netwealth launches Milliman managed accounts
ANNABELLE DICKSON  |  FRIDAY, 24 JUL 2020
... Milliman has formed a partnership with platform provider Netwealth to widen the distribution of its first range of managed accounts that aim to dampen the effects of market volatility. Milliman's first managed account offering, SmartShield, launched ...
Specialist platforms prosper in June quarter
ALLY SELBY  |  MONDAY, 20 JUL 2020
... management at June 30, recording net inflows of $500 million for the quarter, including inflows of $400 million into managed accounts.
Netwealth booms amid pandemic
ALLY SELBY  |  FRIDAY, 10 JUL 2020
... management at 30 June, with FUM net inflows for the quarter of $500 million, including inflows of $400 million into managed accounts. As of June 30, the platform had a balance of $5.8 billion held in managed accounts. This was an increase of $3 billion ...
Powerwrap to merge with Praemium
KANIKA SOOD  |  THURSDAY, 9 JUL 2020
... EBITDA operating cost synergies (on a preliminary basis) to total $6 million by FY2022. Praemium's virtual managed accounts service has been a strong area of growth for the past year. It will pay for the acquisition via a recently-entered $15 million ...
JBWere to continue using Praemium
KANIKA SOOD  |  TUESDAY, 7 JUL 2020
... extend its partnership with Praemium," Praemium chief executive Michael Ohanessian said. "Praemium's Virtual Managed Accounts (VMA) continues to be the benchmark in complex corporate actions management, performance and asset analytics, and tax reporting. ...
Model portfolio growth up 70%
ELIZA BAVIN  |  MONDAY, 6 JUL 2020
Australia's model portfolio landscape is growing at a rapid rate, with the number of models available on managed accounts up 70% per annum, according to Rainmaker Information. Rainmaker research found over the last four years, the number of model portfolios ...
Chant West, Zenith agree on acquisition
KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... executive David Wright said the acquisition adds a new business segment to Zenith's current business of managed accounts and of rating managed funds. "We see Chant West as a leader in its space and the acquisition presents a great opportunity for ...
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