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Showing 111 - 120 of 1076 results for "Separately"

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 ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... The SMA Reporting Standard (SMARS) has launched to address the complexities and confusion over fee structures in the separately managed accounts (SMAs) sector. SMARS is spearheaded by the Adviser Ratings Group and operates as a separate entity, SMA Standard ...

AI's big moment? Not this year, says Fidelity

ANDREW MCKEAN  |  TUESDAY, 25 FEB 2025
... AI adoption and killer use cases will need to wait. The question is, will they have the patience?" the survey said. Separately, regarding the return of President Trump, global analysts expect his return to the White House to have a greater impact than ...

UniSuper targets 'missing middle' with new digital advice offering

ANDREW MCKEAN  |  FRIDAY, 21 FEB 2025
... its advice education business, which gave rise to a set of parameters for selecting a technology partner, he added. Separately, Gregory said UniSuper has a strategy to be a "home for advice professionals," focused on building a high-quality environment ...

Super moves: Aware Super, CareSuper

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... opportunity, the greatest focus of today's institutional investors," said infrastructure portfolio manager Jiren Zhou. Separately, Caresuper continues to beef up its responsible investment with the appointment of Mathew Bennet as senior analyst responsible ...