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SMA
People & Products
Exchange traded bond company, XTB has appointed specialist, Ian Martin to its newly created role of chief investment officer. ...
Awards
For DNR Capital, it is all about buying quality companies at attractive valuations, and this saw them shine at this year's Fund Manager of the Year Awards....
Funds management
DomaCom has a signed non-binding agreement with specialist asset allocator and SMA model manager, DFS Portfolio Solutions....
Features
Indy Singh addresses the 10 most-asked questions about separately managed accounts as misconceptions often lead people to perceive them with negative connotations....
Funds management
Platform provider, Powerwrap, has announced the launch of its new separately managed account offering....
Financial planning
Mason Stevens has launched a direct bond investment service for advisers seeking to build goal-based portfolios....
People & Products
OneVue and Proactive Portfolios have delivered a new managed discretionary account offering with a unique structure....
Funds management
DNR Capital has received a recommended rating for its high conviction Australia equity fund, previously only available through its SMAs and IMAs. ...
Financial planning
Netwealth has partnered with Beulah Capital to launch two new private label managed account services for Choice Capital and Ashfords Wealth Advisors. ...
Funds management
Sentry and OneVue have entered into an alliance which they say will add seven FPI SMA model portfolios to Sentry advisers' tool kits. ...
People & Products
Praemium has launched a new SMA solution for Futuro via its subsidiary, Sterling Managed Investments....
People & Products
OneVue has added an international equities capability to its SMA service on back of growing demand for access to global trading markets....
Financial planning
Macquarie’s SMAs on its Macquarie Wrap have hit $300 million in FUA, while the firm also announced the addition of BlackRock and Elston SMA models to its Wrap platform....
Financial planning
netwealth has provided Fortnum advisers access to its range of separately managed accounts through a private label managed account service. ...
People & Products
NAB Asset Management uses new resource to provide focus on raising awareness about the increasing use of separately managed accounts....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...