Latest News

Beaconsfield takes control of New Quantum

US-based investment manager Beaconsfield Capital has appointed McGrathNicol as receivers and managers to New Quantum Holdings, a non-trading holding company with operating subsidiaries including wealth management software platform New Quantum and options broker Morrison Securities.

Pacific Current sells European boutique

Pacific Current Group has offloaded Carlisle Management Company to a NASDAQ-listed alternatives asset manager.

Regal splashes out on slice of Argyle Group

Regal Partners will claim a minority stake in specialist water entitlements investment manager Argyle Group, following the latter's recent restructure.

Boutique ESG fund manager folds

Boutique Ethical Partners Funds Management is shutting its doors after seven years in operation.

Latest White Papers

Good governance is gold

CHRIS WEST   When the term 'governance' is mentioned, the first reaction is normally one that brings up the dread of another set of overburdensome compliance obligations. However, governance and compliance are very different things. Good investment governance at its core is about how to make good investment decisions.

Royal Commission recommendations and managed discretionary accounts

SAMANTHA CARROLL   The managed account services industry was given much to ponder by Commissioner Hayne in the final report. The major talking point for the industry is undoubtedly the fact that the vertical integration model was left untouched.

Fixed income under the spotlight

PILAR GOMEZ-BRAVO   Exploring tail risks and what-if scenarios in the Year of the Dragon.

Alternative real estate: Broadening the horizon

JULIAN BIGGINS   What is alternative real estate and what are the key factors driving increasing investor demand?

Human-centred automation

SHANE REID   A must for firms in the financial sector.

Managed accounts and technology: Bringing personalisation and scale to advisers

BILL HORTZ   Will the future of investment portfolios increasingly be built, not on mutual funds and exchange-traded funds (ETFs), but on customised managed accounts?

IMAs and SMAs meet the demands of SMSF trustees for direct international equities portfolios

HUGH MACNALLY   Individually managed accounts (IMAs) and separately managed accounts (SMAs) enable trustees of SMSFs to access direct international and domestic equity portfolios with greater control and transparency compared to the traditional managed fund options, however the differences between and benefits of IMAs ...

Tailored SMSF and managed account solutions

MULTIPORT PTY LTD   Multiport is a leading provider of self-managed super and managed account administration, reporting and compliance services. We are dedicated to providing the highest level of service for a transparent and competitive fee.

A tale of three countries

PHILIP PARKER   Are you a history buff? Here is a rundown of how managed accounts evolved in the US and the UK - and how the sector is developing locally.

Unpacking managed account fees

MARTIN KOFOED   While the benefits of the managed account structure for investors and advisers are clear, their fee structure, however, tends to be less so.

Managed discretionary accounts in 2021

ASSURED SUPPORT   This paper reproduces a Q&A session conducted by Assured Support between its managing director, Sean Graham, and Peter Turbach, partner at MDA Guru. It captures these two leading industry practitioners' respective views on the present state of managed discretionary accounts (MDAs).

Making comparisons across managed accounts: Why regulatory guidance is required

ANNIKA BRADLEY   If managed accounts hold the key to portfolio personalisation, let's take a look at some of the challenges advisers might face when trying to make meaningful comparisons across performance returns and fees.

Managed account fees: Understanding the true cost of client outcomes

MATTHEW VAN DIJK   At face value, cost comparisons seem straightforward, however, they can exclude material factors that will detrimentally affect your client.

Two roads to a single destination

TOBY POTTER   The amount invested through managed accounts is growing strongly but as a method of investing, managed accounts are still not well understood. The differences between types of managed accounts are often blurred and this is compounded by a prolific use of jargon.

Managed accounts: Boldly go where no one has gone before

ADAM ROWLEY   Space: the final frontier. These are the voyages of the starship Enterprise. Its continuing mission: to explore strange new worlds, to seek out new life and new civilisations, to boldly go where no one has gone before.

Survive the squeeze

KEN BLOOMFIELD   A managed account can minimise the "value leakage" for the client and allow financial advisers to assume a greater role in portfolio management in the long term.