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

Search Results

Showing 101 - 110 of 952 results for "Managed Accounts"

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 ...

PE firm acquires Mason Stevens

KARREN VERGARA  |  THURSDAY, 19 DEC 2024
... acquire Mason Stevens for an undisclosed figure. Adamantem Capital has signed a binding agreement to acquire the managed accounts specialist. Mason Stevens chief executive Tim Yule said the transaction will deliver significant value and benefits for ...

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... their clients. The IconiQ platform provides access to a range of investment options, including managed funds, managed accounts, direct shares, ETFs, and term deposits. The platform provides flexible account structures as well as comprehensive portfolio ...

InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
One of Australia's first firms to specialise in managed accounts celebrated its 10th anniversary this month. InvestSense was established in 2014 and has grown significantly over the past decade. In the past three months, InvestSense has grown its ...

Fiducian names general manager, superannuation

JAMIE WILLIAMSON  |  TUESDAY, 19 NOV 2024
... business has been steadily growing in recent years. This year, it converted all its diversified funds to separately managed accounts to give investors greater flexibility and control. It also allowed the group to reduce its administration fees, which ...

CFS expands managed accounts offering

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
... Management, ClearBridge, and Lazard Asset Management can now be found on CFS Edge. This takes the total number of managed accounts to more than 150. Some $14 billion is housed across the Edge and FirstChoice platforms. CFS also expanded the Accelerate ...

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
... Management, Insignia plans to grow its private equity and alternatives capabilities into new channels, expand its managed accounts offering, and simplify and reduce costs to manufacture. Hartley said Insignia Financial wants to be the "portfolio constructor ...

Former Frontier alts head joins Evergreen

ELIZABETH FRY  |  THURSDAY, 7 NOV 2024
... Consultants as a principal consultant. In the new role, he is tasked with managing multi-asset portfolios and managed accounts, looking after manager research and due diligence and chairing the investment committee. Swaak has spent much of his career ...

Fidelity makes key sales appointments

ELIZABETH FRY  |  WEDNESDAY, 6 NOV 2024
... local market. At Lonsec, he was chief investment officer and oversaw $8 billion in multi-asset and equities self-managed accounts and MDA portfolios. Before that, he led the research house's investment consulting division. Previously, de Pourbaix ...