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Showing 131 - 140 of 1272 results for "managed account"

OneVue, Spectrum drive Praemium to record FUA

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
The acquisition of OneVue and significant flows into the recently launched Spectrum offering have pushed Praemium's funds under administration (FUA) to $62.3 billion. Praemium's total FUA is up 17% year on year, its most recent quarterly update shows. ...

Insignia Financial trims $5bn off FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
Market volatility and institutional outflows shaved $5 billion off Insignia Financial's funds under management (FUM) last quarter. In the March quarter, Insignia Financial said about $1.8 billion of the $3 billion an institutional client poured into ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... accounts and 26% for private label solutions, highlighting cost considerations in selection of both provider and managed account type. Zenith head of portfolio solutions Steven Tang said the report found strong overall satisfaction with 81% of respondents ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
The ASX-listed manager's new managed account provides access to the institutional corporate syndicated loan market, offering an "attractive alternative" to traditional private credit funds. The new Income Asset Management (IAM) offering provides private ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... or $1 billion, it said. Funds under management (FUM) net flows grew $1 billion, buoyed to $24.8 billion, while managed account net flows were 42% higher than the prior corresponding period, with a closing balance of $21.4 billion. Looking ahead, the ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
Fitzpatricks Group appointed a head of product from Colonial First State (CFS) as it bolsters its investment products and services to financial advisers and their clients. Andrew Chapple joins Fitzpatricks in the newly created role based in Sydney. ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
The boutique investment consulting and research house has made two new hires to support the continued growth of its ratings business. Simon Scott joins Genium Investment Partners as a research analyst and will help expand research ratings coverage across ...

RainmakerLive rebrands to Rainmaker MarketPro

STAFF WRITER  |  TUESDAY, 1 APR 2025
Rainmaker Information has rebranded the RainmakerLive terminal to Rainmaker MarketPro and introduced several key product updates. "Rainmaker MarketPro is the only local source of data and insights for wealth managers that is backed by global technology ...

AMP introduces geared retirement options

MATTHEW WAI  |  MONDAY, 31 MAR 2025
... introduce Australia's "first targeted geared retirement series." Unveiled today, the Betashares Moderately Geared Managed Account Portfolios, now added to North, are designed to increase exposure to defensive assets and income, offering a cost-effective ...

Morningstar adds to multi-asset team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... analyst, leaving to join BT four years later as a portfolio manager. At BT, he focused squarely on separately managed account portfolios. He also did a stint at JANA Investment Advisors. "We are delighted to welcome Joel back to the team. He will be ...