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Showing 111 - 120 of 1238 results for "managed account"

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... Managed accounts assets jumped 23.2% to $232.8 billion in the year to 2024, the latest figures from the Institute of Managed Account Professionals (IMAP) show. The latest census, produced in conjunction with Milliman, reports separately managed accounts ...

IAM mandate grows to $130m

KARREN VERGARA  |  MONDAY, 10 MAR 2025
Income Asset Management's (IAM) mandate to refinance digital non-bank lender MoneyMe's debt facility has grown to $130 million. IAM is refinancing MoneyMe's MME Horizon Warehouse Trust, which has secured commitments from family offices ...

PIMCO names wealth management lead

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... account manager for Macquarie Private Portfolio Management since 2010, responsible for distributing customised managed account portfolios to national dealer groups, advisers and not-for-profit organisations. Previously, he worked for Ascalon Capital ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
Praemium appointed a chief financial officer to replace Dave Coulter in the interim. Simon Moore is the temporary finance chief as Praemium searches for permanent replacement. Coulter was in the chief financial officer role from March 2022. Prior to ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
Clime Investment Management has struck two strategic partnerships it expects to add approximately $130 million in funds under management (FUM) and $750,000 in revenue over the next year. Clime attributed the new partnerships to its improving distribution ...

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 ...

GDG sees profits soar $74m

ELIZA BAVIN  |  FRIDAY, 28 FEB 2025
Generation Development Group (GDG) saw net profit after tax jump to $78.9 million in the half year to December 31, up from $4.4 million in the prior corresponding period. The massive jump in profit comes after GDG completed its acquisition of Lonsec ...

Insignia Financial improves losses amid takeover

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
Insignia Financial reported a statutory net loss of $17 million in the first half amid its ongoing takeover discussions. The loss is an improvement on the prior corresponding period when it reported a statutory net loss of $50 million. Its underlying ...

Our results were strong: Alexis George

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
AMP chief executive Alexis George has told Financial Standard that the company's 2024 financial year results were strong, despite its share price being caned since the announcement. George said that wealth business flows, excluding its bank, have ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
The new appointee will strengthen the firm's investment management capabilities and its commitment to better deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing ...