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| | | The number of active separately managed accounts products in market has doubled in the past three years. That's according to APIR Systems' analysis of financial product registrations, with the December 2024 quarter data showing 25 new managed account ... |
| | | | ... appointed Aman Ramrakha as chief investment officer, tasked with overseeing its investments solutions, including managed accounts offerings. He will work closely with John Carnevale, executive general manager of research and services. Based in Sydney ... |
| | | | ... In asset management, Insignia's total FUM grew by 5% to $95.4 billion, with strong net inflows seen across its managed accounts offerings. However, while the Antares Fixed Income business saw inflows, they were partially offset by the loss of a mandate ... |
| | | | ... experience to the role particularly in the adviser research and analytics space, with direct experience across managed accounts, investment sales, sales management, cloud-based accounting software and fintech,' added Boyes. "These strategic appointments ... |
| | | | ... four years ago. He spent nearly six years at Insignia as a portfolio manager, looking after model portfolios, managed accounts, investment strategy and asset allocation. Before that, he spent two years with Challenger's Fidante Partners division ... |
| | | | ... acquire Mason Stevens for an undisclosed figure. Adamantem Capital has signed a binding agreement to acquire the managed accounts specialist. Mason Stevens chief executive Tim Yule said the transaction will deliver significant value and benefits for ... |
| | | | ... their clients. The IconiQ platform provides access to a range of investment options, including managed funds, managed accounts, direct shares, ETFs, and term deposits. The platform provides flexible account structures as well as comprehensive portfolio ... |
| | | | One of Australia's first firms to specialise in managed accounts celebrated its 10th anniversary this month. InvestSense was established in 2014 and has grown significantly over the past decade. In the past three months, InvestSense has grown its ... |
| | | | ... business has been steadily growing in recent years. This year, it converted all its diversified funds to separately managed accounts to give investors greater flexibility and control. It also allowed the group to reduce its administration fees, which ... |
| | | | ... Management, ClearBridge, and Lazard Asset Management can now be found on CFS Edge. This takes the total number of managed accounts to more than 150. Some $14 billion is housed across the Edge and FirstChoice platforms. CFS also expanded the Accelerate ... |
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