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Showing 31 - 40 of 1066 results for "managed account"

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
... past 12 months. The group said there's now more than $6 billion in funds under management across its range of managed account solutions. About 55% of this is held in managed discretionary accounts (MDA) on Expand Extra, it said. Meantime, about $1.3 ...

FIIG Securities picks Equity Trustees for new fund

CASSANDRA BALDINI  |  WEDNESDAY, 4 OCT 2023
FIIG Securities has selected Equity Trustees to be the trustee of its newly launched Australian bond fund. Equity Trustees has won the mandate to serve as trustee of the FIIG Australian Bond Fund which provides investors with capital stability and income ...

Praemium secures Mercer mandate

CASSANDRA BALDINI  |  WEDNESDAY, 27 SEP 2023
Praemium has entered into a new administration services agreement with Mercer, providing its Virtual Managed Account (VMA) solution and administration services (VMAAS) to the investment giant. As part of the agreement, Mercer will receive end-to-end ...

US regulator fines DWS US$25m for greenwashing, AML offences

RACHEL ALEMBAKIS  |  TUESDAY, 26 SEP 2023
DWS Investment Management's American operations will pay the US Securities and Exchange Commission US$25 million to settle charges stemming from greenwashing claims and failures to develop an anti-money laundering (AML) program for mutual funds it advised. ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... and clients. In conversations with advice partners, Mantella underscores that advisers need to be fluent in the managed account technology, as most are integrated into investment platforms. Understanding the role of the investment committee is also vital ...

Ironbark, Invest Blue to create $64bn powerhouse

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... "The client is at the forefront of everything that we do. Be it, acting as professional trustee for funds and managed account solutions or partnering with best-in-class investment managers globally via our Investment Solutions business," he said. "In ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
Viridian Financial Group has launched Infinity Capital Solutions, an investment management division with its own AFSL, marking its evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial ...

Colonial First State previews new MA offering

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
... transparent and institutional pricing, but we will also waive the percentage-based administration fee on CFS Edge where managed account comprises only Accelerate investments offered through CFS Edge." Through the Accelerate Series, advisers will be able ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... 19% in the year to June to reach a record high of $161.7 billion. This is according to the latest Institute of Managed Account Professionals (IMAP) and Milliman figures, which canvassed 48 firms in their survey. Separately managed accounts (SMA) comprise ...

Insignia Financial promotes two key staffers

ELIZABETH FRY  |  MONDAY, 4 SEP 2023
Insignia Financial has named a state manager for New South Wales, as well as a new national manager for multi-asset investments. Firstly, Andrew Rockliff has started a new job as state manager for New South Wales. He was promoted from national sales ...