Press Room

FundFire: Bank Launches $2B Unified Accounts Program
"The Bank of Hawaii is the latest wealth management outfit to ride the unified managed account wave, unveiling a new program that opens the door to third-party separately managed account managers for the first time. The Honolulu-based bank expects to shift more than $2 billion of its $6.6 billion in client assets over to the new UMA program, which will include SMAs, mutual funds and exchange-traded funds (ETFs) in its inaugural lineup."
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Media Coverage - 12 August 2010
Trust Advisor: Why Aren't Overlay Providers Closing the Sale?
"Cerulli survey says wealth managers don't understand and aren't buying UMA overlay capabilities. One firm, Smartleaf, bucks the trend and continues to close deal after deal. Here's why..."
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Media Coverage - 09 August 2010
Family Wealth Report: Bank of Hawaii Boosts Wealth Management Systems
"The Bank of Hawaii Investment Services Group is collaborating with Smartleaf and Prima Capital to offer its clients a unified managed account. The UMA aims to provide the best of both worlds - money managing software combined with investment advice - to provide a more flexible product for wealth managers. "
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Media Coverage - 06 August 2010