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Showing 101 - 110 of 1070 results for "Separately"

Morningstar adds to multi-asset team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... senior investment analyst, leaving to join BT four years later as a portfolio manager. At BT, he focused squarely on separately managed account portfolios. He also did a stint at JANA Investment Advisors. "We are delighted to welcome Joel back to the ...

Trump Media to launch ETFs

ANDREW MCKEAN  |  WEDNESDAY, 26 MAR 2025
... through its US trust company, the Crypto.Com Custody Trust Company. The ETFs launch is set to coincide with a batch of separately managed accounts (SMAs), both of which Trump Media plans to invest in with its own cash reserves. The company has allocated ...

Vanguard ETFs record most consistent monthly net flows: Research

ANDREW MCKEAN  |  FRIDAY, 21 MAR 2025
... an average of $174 million in the first six months to $554 million in the final six months - a threefold increase. Separately, the managers with the highest annual net flows over the 12 months to December 2024 were Vanguard with $9.5 billion, Betashares ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... encourage the next best talent to come through and become wealth advisers and join what's a fantastic industry," he said. Separately, Ords announced plans to open a 14 th office in Noosa "shortly." The latest hires bring Ords' adviser headcount to ...

Mercer adds to wealth team

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... Before Northern Trust, Morgan spent four years at Mercer in Australia as the head of institutional sales and strategy. Separately, FIIG will face court over allegations of longstanding cybersecurity failures which saw the private data of more than 18,000 ...

BUSSQ abandons appeal, concedes to licence conditions

ANDREW MCKEAN  |  THURSDAY, 13 MAR 2025
... ordered the fund to cover APRA's costs, however, BUSSQ doubled down, lodging an appeal to challenge his ruling. Separately, as previously reported by Financial Standard, APRA is proposing changes to superannuation trustees, insurers, and bank board's ...

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... Institute of Managed Account Professionals (IMAP) show. The latest census, produced in conjunction with Milliman, reports separately managed accounts (SMAs) holding the largest market share of 64% or $148 billion. The SMA asset pool grew 36% year on ...

IAM mandate grows to $130m

KARREN VERGARA  |  MONDAY, 10 MAR 2025
... client assets and is expected to improve IAM's financial performance by $600,000 per annum in FY2026," IAM said. Separately, BGC Partners Australia, trading as Fixed Income Solutions, has taken subsidiary IAM Capital Markets to the NSW Supreme Court ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... During the six months, Wamsteker said Praemium launched Spectrum for high-net-worth (HNW) clients, repriced its core separately managed accounts (SMA), rebounded from the impact of adviser exits, restructured operations offshore and returned earnings ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... its product lineup, reconfigures operations, and scouts new investment opportunities. Clime's direct FUM through separately managed accounts and discrete portfolio services, managed funds, and a listed investment company was $1.6 billion. "Our focus ...