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Showing 121 - 130 of 950 results for "Managed accounts"

Centrepoint profit jumps, grows advisers

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... continues to recruit advisers and is benefitting from industry consolidation," it said. "New initiatives such as managed accounts and lending as a service are gaining traction and the IconiQ platform will shortly be launched." Centrepoint said the launch ...

Bennelong, Leadenhall launch ILS fund

KARREN VERGARA  |  TUESDAY, 20 AUG 2024
... firm specialising in life and non-life insurance linked investments and offers open and closed-ended funds and managed accounts. ILS are typically fixed income investments that pay regular coupons. Leadenhall managing partner Lorenzo Volpi said insurance ...

New mandate boosts JANA's wealth division

MATTHEW WAI  |  WEDNESDAY, 14 AUG 2024
... services. JANA announced a new agreement with Investor Wealth, providing consultancy and support services related to managed accounts, including model management. The announcement follows the recent mandate from separately managed accounts (SMA) aggregator ...

How many advisers will Australia have in 2044?

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... themes in the financial advice space. This has an impact on the volume of funds under advice," Rainmaker said. Managed accounts and ETPs are also growing rapidly, though volumes at this stage are only minor in market-wide terms. "This leads to a conundrum ...

Netwealth FUA nears $90bn

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... stead to competitor HUB24, which reported FUA of $104.7 billion in June, up 30% year on year. Netwealth's managed accounts business saw assets rise sharply by 29.4% to $17.6 billion, while the relaunched Accelerator Core product recorded net inflows ...

Choice products require fairer framework: FSC

KARREN VERGARA  |  TUESDAY, 6 AUG 2024
... products are typically administered on wrap platforms and have gained market share whilst adapting to the growth of managed accounts and non-superannuation vehicles to support advisers focusing on upper affluent and high-net-wealth (HNW) clients. The ...

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
... BlackRock Australia has announced the launch of BlackRock Active Multi-Asset Model Portfolios as it broadens its managed accounts offering. BlackRock said the model portfolios are actively managed by its multi-asset strategy and solutions team. Investors ...

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... recurring revenue in FY25. During the quarter, Clime finalised its divestment of Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. Clime retains Clime Private Wealth and Pro-Active Portfolios, which was Madison's ...

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... JANA Investment Advisers has been awarded a mandate to provide investment consulting services for separately managed accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs, which ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... longer investment horizon and a higher risk tolerance," Gallagher said. "According to the Investment Trends 2024 Managed Accounts Report, 49% of existing managed account advisers believe it's appropriate to hold the majority of assets in a managed account ...