Aoris fund and SMA portfolio added to platforms
Aoris Investment Management has announced that its unit trust, the Aoris International Fund, and separately managed account (SMA) model portfolios are now available on several platforms.
The SMA has been added to Praemium and Powerwrap Investment menus and would be expected to be live on OneVue in the coming weeks, the firm said.
At the same time, the unit trust was available via Powerwrap and OneVue Investment and was expected to be live on Praemium shortly.
The trend towards SMAs would not seem to be disappearing, and Money Management is currently investigating the drivers and winners from this growth. Advisers who complete our survey will be in the running to win a bottle of Penfolds Grange Hermitage.
Additionally, the company announced the addition of Alexander Ordon as the firm’s head of distribution.
Ordon would be responsible for all sales and marketing functions within Aoris and would report directly to Aoris’ founder and chief investment officer, Stephen Arnold.
He has over 20 years’ experience in wealth and investment management and previously held senior and management roles at JPMorgan Asset Management, Netwealth Investments and Credit Suisse Asset Management.
AUTHOR
Oksana Patron
Recommended for you
Some 42 per cent of CEOs say they are actively reinventing their business to stay relevant in the next decade, with consumer services the most common choice for asset and wealth managers.
Former Ophir Asset Management chief executive, George Chirakis, has joined private equity manager Scarcity Partners, while the asset manager has appointed a replacement from Macquarie.
Australian Unity has appointed a fund manager for its Healthcare Property Trust, joining from Centuria Healthcare, as it restructures the product with a series of senior appointments.
Financial advisers nervous about the liquidity of private markets funds for their retail clients are the target of fund managers launching semi-liquid products which offer greater flexibility and redemptions.
