OneVue partners with Sentry on SMAs

OneVue partners with Sentry on SMAs

OneVue has formed a partnership with financial planning licensee Sentry to provide a new series of separately managed accounts.


In a statement, the group said its adviser network will now have access to a suite of seven FPI SMAs on the OneVue platform. Sentry's network comprises 250 advisers holding about $5 billion in funds under advice.

Sentry Group executive chairman and chief executive, Murray Hills, said the new partnership will provide more choice in practice solutions for advisers and clients.

"Our SMA service continues to gather momentum and the combination of this with our platform partner OneVue represents a compelling and different proposition for advisers and their clients alike, while still delivering value for money," he said.

OneVue head of product and transactions, Brett Marsh, said: "We are pleased to have developed a bespoke range of SMA portfolios for Sentry advisers which will deliver value and transparency to their clients."

"Adviser interest in SMAs continues to increase over time as investors demand asset classes that are clearly visible within their portfolios," Mr Marsh said.

The new partnership follows OneVue announcing in April that it has launched an international equities capability for the SMA services on its Luminous platform.

Earlier this month, Sentry announced it has also partnered with exit-planning firm Succession Plus to assist small to medium-sized enterprises with their retirement and exit objectives.

Read more:

Equity Trustees announces new senior manager

Mining 'cliff' at the halfway point: NAB

Investors upbeat about federal election

US to keep rates on hold: AMP Capital

Energy Super restructures leadership

 

OneVue partners with Sentry on SMAs
investordaily image
ID logo
promoted stories

Appointments

investordaily image

AMP names incoming chief risk officer

Jessica Yun

investordaily image

Antares Equities hires new director

Staff Reporter

Brad Fox

Former AFA CEO appointed to boutique board

Staff Reporter

Analysis

investordaily image

Warning lights flashing on Aussie equities

Roy Maslen

investordaily image

What’s in store for the economy in 2018?

Frank Uhlenbruch

ST Wong

Busting common passive investing myths

ST Wong