Search Results | Showing 21 - 30 of 1066 results for "managed account" |
| | Zenith Investment Partners (Zenith) has appointed Matt Warren to the newly created role of group head of product. Warren brings over 15 years of experience to the role, having spent the last five years at Colonial First State (CFS) as its director of ... |
| | | ... Interest Duty obligations through low-cost and flexible solutions. "The Accelerate Series delivers a full-service managed account solution suitable for a wide range of clients, from accumulators to high-net-worth individuals," CFS group executive distribution ... |
| | | Financial advisers are increasingly leaning towards cash and fixed income, making up 15% of new client inflows this year, according to Investment Trends. The 2023 Adviser Product and Marketing Needs report revealed that one in four advisers recognise ... |
| | | ... introduced last month. "Currently, there is limited access to institutional grade leveraged FX hedging solutions for managed account investors due to the significant administrative, compliance and cost barriers. This means that typically if investors ... |
| | | ... Vanguard Australia head of financial adviser services Balaji Gopal said the ability to offer Vanguard's Diversified Managed Account Strategies through HUB24's new Discover platform "simply means more choice of high-quality investment solutions for financial ... |
| | | ... AMP group executive, platforms Edwina Maloney emphasised the wealth company's commitment to strengthening its managed account functionality and multi-asset capability. "The addition of ESG and multi-asset portfolios from DNR Capital and Morningstar reflect ... |
| | | ... ASX-listed companies. Since its inception, XTB has continued to grow its offering. It ventured into the separately managed account space in 2017 and introduced an ESG fixed income portfolio in 2018. The XTBs were also hosted on Macquarie Wrap, HUB24 ... |
| | | Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ... |
| | | ... existing private wealth services. In upcoming quarters, Clime forecasts a sustained shift in revenues, favouring its managed account and bespoke investment solutions. The company said its "increasingly leveraging" its strong equity capability into managed ... |
| | | Colonial First State has expanded the investment menu on its new platform, adding options from Atchison Consultants, Drummond Capital, and Russell Investments. It's also added a new nesting capability. From Atchison, CFS Edge has added four diversified ... |
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