Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 91 - 100 of 974 results for "Managed accounts"

Zenith to farewell co-founder, managing director

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... "Both David and Jason have played an instrumental role in shaping the leading investment research, ratings and managed accounts business that exists today," Zenith said. "Their vision, leadership and hard work have helped build a strong foundation for ...

BlackRock takes stake in Generation Life parent company

ANDREW MCKEAN  |  THURSDAY, 8 MAY 2025
... recently entered the ASX 200, which was announce in a quarterly update that reported record inflows across its managed accounts and investment bonds businesses. BlackRock's head of Australasia Jason Collins said the firm's investment in GDG will ...

JP Morgan AM hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... the rapidly growing market. Stefania Vivarini is credited with launching Vanguard's ETF-based separately managed accounts. Vivarini - who has two decades of investment product distribution experience under her belt - was most recently the national ...

Generation Development Group enters ASX 200

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
Generation Development Group has posted record inflows across its managed accounts and investment bonds businesses and capped off the milestone by entering the ASX 200. The group's funds under management (FUM) increased to $26.8 billion in the March ...

OneVue, Spectrum drive Praemium to record FUA

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... strong pipeline for the remainder of 2025," Praemium chief executive Anthony Wamsteker said. Meantime, separately managed accounts gained 10% with FUA coming in at $12.3 billion, and Powerwrap's FUA grew marginally to $13.3 billion, up 2%, but also had ...

Insignia Financial trims $5bn off FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
... the asset management unit's FUM decreased by 1.2%. While net inflows were positive, particularly driven by the managed accounts offering, it was fixed income that saw outflows here. "Institutional net flows can be volatile quarter on quarter, particularly ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... Investment philosophy and portfolio performance are the main reasons why financial advisers have chosen their managed accounts provider, new research from Zenith Investment Partners show. The Unlocking Advice Efficiencies in 2025 report found that half ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
... corporate debt, reducing concentration risk while maintaining attractive yields. "Unlike traditional funds, our managed accounts give investors complete transparency and control, with direct ownership of each underlying asset," Hayes said. "This structure ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... diversified across customer segments products and revenue sources," Netwealth said. "We expect the strong adoption of managed accounts to continue as advisers focus on efficiency and automation."

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... Investments as its consulting partner amid closing its Australian equities solutions within its multi-asset separately managed accounts (SMAs). Russell was tasked to develop and actively manage a factor-based Australian equities solution and a customised ...