Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 141 - 150 of 1272 results for "managed account"

Trump Media to launch ETFs

ANDREW MCKEAN  |  WEDNESDAY, 26 MAR 2025
Trump Media and Technology Group, the operator of social media platform Truth Social, has signed a non-binding agreement with Crypto.com to roll out a suite of branded ETFs through Truth.Fi, its financial services and fintech brand launched in January. ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... investment solutions. As JANA expands its presence in the wealth sector, we are seeing increasing demand for customised managed account engagements," he said. Wilson added: "JANA's reputation in investment consulting is second to none, and I'm ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
Colonial First State (CFS) and AMP have announced updates to their respective managed accounts (MAs) platforms - CFS Edge and North - bringing new international investment options and technological advancements. The CFS Edge platform has expanded its ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... 2024. The sector has seen record-breaking growth, now sitting at $232.77 billion, according to the Institute of Managed Account Professionals' (IMAP), increasing 23.2% in the 12 months to December 2024. Currently, SMAs hold the largest market share ...

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... Managed accounts assets jumped 23.2% to $232.8 billion in the year to 2024, the latest figures from the Institute of Managed Account Professionals (IMAP) show. The latest census, produced in conjunction with Milliman, reports separately managed accounts ...

IAM mandate grows to $130m

KARREN VERGARA  |  MONDAY, 10 MAR 2025
Income Asset Management's (IAM) mandate to refinance digital non-bank lender MoneyMe's debt facility has grown to $130 million. IAM is refinancing MoneyMe's MME Horizon Warehouse Trust, which has secured commitments from family offices ...

PIMCO names wealth management lead

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... account manager for Macquarie Private Portfolio Management since 2010, responsible for distributing customised managed account portfolios to national dealer groups, advisers and not-for-profit organisations. Previously, he worked for Ascalon Capital ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
Praemium appointed a chief financial officer to replace Dave Coulter in the interim. Simon Moore is the temporary finance chief as Praemium searches for permanent replacement. Coulter was in the chief financial officer role from March 2022. Prior to ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
Clime Investment Management has struck two strategic partnerships it expects to add approximately $130 million in funds under management (FUM) and $750,000 in revenue over the next year. Clime attributed the new partnerships to its improving distribution ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
The SMA Reporting 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 ...