The Desk: IMTC picks up another SMA services client

By Lucy Carter, The Desk.

US broker-dealer and wealth manager Amerant Investments has adopted IMTC’s systems as it plans to scale its separately managed accounts (SMA) provisions.

Amerant Investments reported US$395 million in assets under management as of March. Parent company Amerant Bank reported US$2.9 billion at year-end 2024.

The announcement follows another recent client win for IMTC, with T Rowe Price selecting the company for its fixed income SMA services in March.

READ MORE: T Rowe Price picks IMTC for SMA launch

Amerant will use the company’s advisor interface to access real-time portfolio risk and exposure data and support the execution process. IMTC’s fixed income SMA management services also include trading desk-advisor communications and liquidity access.

©Markets Media Europe 2025

Originally published on The Desk.

This paper is intended for information and discussion purposes only. The information contained in this publication is derived from data obtained from sources believed by IMTC to be reliable and is given in good faith, but no guarantees are made by IMTC with regard to the accuracy, completeness, or suitability of the information presented. Nothing within this paper should be relied upon as investment advice, and nothing within shall confer rights or remedies upon, you or any of your employees, creditors, holders of securities or other equity holders or any other person. Any opinions expressed reflect the current judgment of the authors of this paper and do not necessarily represent the opinion of IMTC. IMTC expressly disclaims all representations and warranties, express, implied, statutory or otherwise, whatsoever, including, but not limited to: (i) warranties of merchantability, fitness for a particular purpose, suitability, usage, title, or noninfringement; (ii) that the contents of this white paper are free from error; and (iii) that such contents will not infringe third-party rights. The information contained within this paper is the intellectual property of IMTC and any further dissemination of this paper should attribute rights to IMTC and include this disclaimer.