Powered by MOMENTUM MEDIA
moneymanagement logo
 

SEPARATELY MANAGED ACCOUNTS

Funds management

Clime Investment Management has announced the launch of separately managed account investment portfolios for self-directed investors....

Features

With a wide variety of managed account types available, writes Oksana Patron, a global SMA could be an opportunity for advisers to expand their horizons from traditional ...

Funds management

BetaShares has announced the addition of its Dynamic Asset Allocation ETF Model portfolios to the Netwealth investment platform....

Funds management

AllianceBernstein has announced that its AB Concentrated Global Growth Managed Portfolio is now available on Netwealth platform....

Funds management

Zurich is now offering a Global Growth Opportunities separately managed account on the HUB24 platform, offering an ‘even more concentrated’ version of its Concentrated Gl...

Features

There are no shortage of product structures for those looking to try their luck with listed investments. Balaji Gopal makes the case for exchange traded funds, one of man...

Funds management

BetaShares has announced that its exchange traded fund model portfolios are now accessible to financial advisers via separately managed accounts....

Funds management

Ellerston Capital has announced it has acquired a controlling stake in MEC’s manager, Morphic Asset Management....

People & Products

Praemium has announced it has entered into a partnership with Pitcher Partners Wealth Management Brisbane....

Awards

With separately managed accounts (SMA) hitting top speeds in terms of growth, AllianceBernstein’s Concentrated Global Growth Equities Portfolio has cemented its position ...

People & Products

Investment research firm Resonant Asset Management has launched a new private label multi-asset SMA program with direct stocks....

People & Products

Macquarie has announced its separately managed accounts on the Macquarie Wrap platform have surpassed $2 billion in funds under administration....

People & Products

Copia Investment Partners has appointed Matt Roberts as its new distribution manager in its Sydney office....

People & Products

BT has launched six active diversified managed portfolios on its core platform, BT Panorama. ...

People & Products

The research house has included superannuation research in its iRate platform, making an understanding of super “no longer optional” for advisers....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 4 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 4 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 6 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 5 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 3 days ago