13 Oct 2025
SMAs have gained traction in the managed account space largely due to reduced minimum investment thresholds and advancements in model delivery.
30 Sep 2025
The manager of structured note separately managed accounts (SMAs) with US$270m in total assets is enhancing its capital markets and advisor support.
19 Dec 2024
The start-up founded by two former Morgan Stanley executives is expanding into separately managed accounts (SMAs) in the US.
04 Dec 2024
Structured product distribution patterns vary significantly in different markets around the world.
07 Jun 2023
Luma has partnered with a US advisor to offer structured note replication strategies and expanded its product coverage.