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Showing 131 - 140 of 1238 results for "managed account"

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... IconiQ SMA, a registered managed investment scheme. This will enable Centrepoint to add a range of diversified managed account portfolios constructed by other fund managers and asset consultants to the investment menu on IconiQ Super Wrap and IconiQ ...

Netwealth celebrates $100bn amid 25th anniversary

JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2024
... update, Netwealth also reported year-to-date net inflows of $6.6 billion and market movement of $5.6 billion. Its managed account service has surpassed $20.6 billion.

InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
... in, we remain dedicated to delivering simplicity, transparency, and value to advisers and investors through our managed account solutions." InvestSense celebrated the anniversary with an event in Sydney, paying tribute to its clients, fund managers ...

Fiducian names general manager, superannuation

JAMIE WILLIAMSON  |  TUESDAY, 19 NOV 2024
A former NAB Asset Servicing executive is taking over as general manager, superannuation at Fiducian. Jonathan Green commenced in the role yesterday, replacing Ross Martin who is due to retire. Green brings more than 35 years' experience in financial ...

CFS expands managed accounts offering

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
... Sestante, InvestSense, and Mercer. It also has 21 new managed accounts. The Accelerate Series is a full-service managed account solution and was made available on the Edge platform in September last year, slated to blend low-cost solutions with sophisticated ...

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
Insignia Financial is hoping artificial intelligence (AI) and a direct-to-consumer superannuation push will see it become Australia's "leading and most efficient" wealth manager and save $200 million per annum by 2030. Revealing its five-year strategy ...

Former Frontier alts head joins Evergreen

ELIZABETH FRY  |  THURSDAY, 7 NOV 2024
A former Frontier Advisors executive has landed at a rival asset consultant following a career break. After departing Frontier as head of alternatives, Michiel Swaak has joined Evergreen Consultants as a principal consultant. In the new role, he is ...

Fidelity makes key sales appointments

ELIZABETH FRY  |  WEDNESDAY, 6 NOV 2024
Fidelity International has made two key leadership appointments within its Australian distribution team. Lukasz de Pourbaix has been appointed head of strategic sales and solutions and Lauren Jackson head of wholesale sales. In this newly created role ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
A new survey shows financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have ...

Former super fund investment chief in new gig

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
... phase." Founded in 2006, Bellmont partners with advice businesses to create customised, cost-effective, transparent, managed account portfolio solutions.