Search Results | Showing 21 - 30 of 217 results for "separately managed accounts" |
| | | ... share in the wrap platform segment has ballooned from 10% to 85% between December 2017 and 2021." Separately managed accounts, or model portfolios, make up 52% of the managed accounts market, as at 2021 end. Managed discretionary accounts make up 40% ... |
| | | | ... product. On December 2, Ralton Asset Management and Clime entered an exclusive agreement to combine their separately managed accounts businesses. The joint venture will be led by Ralton chief investment officer and co-founder Will Riggall. Clime chief ... |
| | | | ... role, responsible for strategy, business development and investor relations for Shaw and Partners' separately managed accounts business and New Capital's capabilities. New Capital is the fund and strategy arm of EFG Asset Management, the investment business ... |
| | | | Six separately managed accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability ... |
| | | | ... Managed Accounts FUM Census showed the split in funds under management remained very close between separately managed accounts ($51.09 billion) and managed discretionary accounts ($48.01 billion). IMAP chair Toby Potter said at a briefing that the data ... |
| | | | ... recorded $2.9 billion in funds under administration, which comprises investments, superannuation and separately managed accounts administration. Offerings include 15 multi-manager funds, 57 external managed funds and term deposits. All in all, funds ... |
| | | | ... feeder fund for the strategy in the third quarter of this year. It will also look for co-investment and separately managed accounts opportunities for Fiera's strategy among Australian investors. "We're pleased to be partnering with Fiera Infrastructure ... |
| | | | ... management offering." Nearly half the funds on Macquarie Wrap are in super and pension accounts, while separately managed accounts have surged from $3.3 billion in 2019 to $5 billion. The platform has an open-architecture approach which uses data and ... |
| | | | ... under management (up $55 million from December quarter), including LIC, individually managed accounts, separately managed accounts, managed funds and mandates. Funds under advice were $3.1 billion (up $207 million from December quarter). Funds under ... |
| | | | ... HUB24 at $22 billion and Praemium at $8 billion, prior to any acquisition activity. The research shows separately managed accounts (SMAs) hold almost half the market followed by managed discretionary accounts (MDAs) at 30%, with the remaining 22% being ... |
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