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Showing 91 - 100 of 950 results for "Managed accounts"

Our results were strong: Alexis George

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... margin declines weren't due to pricing pressure but rather a shift in asset mix, with more advisers using managed accounts. She expects ongoing innovation in that space and highlighted artificial intelligence (AI) as a key area of focus, particularly ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing over 25 years of experience to the fold and carries expertise in investment analysis and portfolio management. ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
Direct indexing platform Briefcase has partnered with Praemium to launch five separately managed accounts (SMA) for retail investors. The five diversified risk-based model portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now ...

Generation Development Group buys Evidentia

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... Development Group (GDG) will acquire 100% of Evidentia Group for $320 million, as it looks to grow its foothold in the managed accounts space. The transaction will be partly funded by a fully underwritten equity raising of approximately $287.9 million ...

Foresight Analytics names research lead

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
... to the next phase of the firm's growth." Australia Ratings Analytics focused on managed funds, separately managed accounts (SMAs) and insurance bonds. Kumar launched Foresight in 2015 after identifying a gap for forensic research in the financial ...

SMA registrations double in three years: Data

JAMIE WILLIAMSON  |  FRIDAY, 31 JAN 2025
The number of active separately managed accounts products in market has doubled in the past three years. That's according to APIR Systems' analysis of financial product registrations, with the December 2024 quarter data showing 25 new managed account ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... appointed Aman Ramrakha as chief investment officer, tasked with overseeing its investments solutions, including managed accounts offerings. He will work closely with John Carnevale, executive general manager of research and services. Based in Sydney ...

Bain Capital improves Insignia Financial bid

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... In asset management, Insignia's total FUM grew by 5% to $95.4 billion, with strong net inflows seen across its managed accounts offerings. However, while the Antares Fixed Income business saw inflows, they were partially offset by the loss of a mandate ...

Zenith hires from Preqin and Morningstar

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... experience to the role particularly in the adviser research and analytics space, with direct experience across managed accounts, investment sales, sales management, cloud-based accounting software and fintech,' added Boyes. "These strategic appointments ...

Ventura names new investment chief

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... four years ago. He spent nearly six years at Insignia as a portfolio manager, looking after model portfolios, managed accounts, investment strategy and asset allocation. Before that, he spent two years with Challenger's Fidante Partners division ...