Search Results | Showing 121 - 130 of 985 results for "Managed Accounts" |
| | | ... 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 to shareholders. ... |
| | | | ... 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 is on refining ... |
| | | | ... 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 Pty Ltd. SMARS ... |
| | | | ... completed its acquisition of Lonsec Group which added $75.1 million. GDG also said it was now a leader in the managed accounts sector thanks to its acquisition of Evidentia Group and merger with Lonsec Investment Solutions with a combined funds under ... |
| | | | ... jumped close to 40%, coming in at $42.2 million. Net flows improved to $2.1 billion largely due to growth in the managed accounts business, and operating expenses improved 18.3% at $50 million. Finally, the Master Trust business had an 8.8% increase ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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