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Showing 141 - 150 of 810 results for "managed accounts"

Clime appoints new chief executive

KANIKA SOOD  |  MONDAY, 26 APR 2021
... with $1 billion in funds under management (up $55 million from December quarter), including LIC, individually managed accounts, separately managed accounts, managed funds and mandates. Funds under advice were $3.1 billion (up $207 million from December ...

Netwealth FUA crosses $40 billion

KANIKA SOOD  |  FRIDAY, 16 APR 2021
... March 2020 as Netwealth shifted to a new pricing structure. Total funds under management (from managed funds and managed accounts) was $10.5 billion or 66.4% higher than March 2020 FUM of $6.3 billion. However, net FUM inflows were also slower than previous ...

Managed accounts prop up platforms

ANNABELLE DICKSON  |  FRIDAY, 16 APR 2021
The growth of managed accounts is the only segment of the platform market that has developed and without them platforms would be going backwards, new research shows. Rainmaker Information's latest Wholesale Advantage Report for the December 2020 quarter ...

Implemented Portfolios adds to team

ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
... Implemented Portfolios chair Greg Kirk said. "What we are seeing in the industry right now, particularly within managed accounts, is an increasing shift towards delivering a more personalised investment experience to investors based on individual preferences ...

ESG managed accounts on the rise

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
Financial advisers are turning to managed accounts when looking to implement responsible investment solutions for their clients, new research shows. The latest SPDR ETFs/Investment Trends Managed Accounts Report showed 72% of advisers prefer to use ...

Elston grows distribution team

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... appointed as a senior business development manager and joins from Lonsec where he was responsible for growth among managed accounts across Victoria and South Australia. Weber was previously a business development associate at HUB24 and spent five years ...

MLC enhances managed accounts leadership

ANNABELLE DICKSON  |  TUESDAY, 6 APR 2021
MLC Asset Management has made two appointments to its managed accounts team, hiring from Xplore Wealth and Mercer. Neil Gellett has been named head of managed accounts and joins from Xplore Wealth where he was head of product. Prior to this, he was ...

Praemium expands distribution footprint

KARREN VERGARA  |  TUESDAY, 6 APR 2021
... commercial officer Mat Walker. Wright joined from Centrepoint Alliance where he worked across the firm's Ventura Managed Accounts Portfolios. He was at Centrepoint for almost seven years, starting out as a national sales manager and then moving on to ...

Milliman hires head of distribution

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
Milliman has appointed a new retail distribution lead who will ramp up the firm's managed accounts offering. Durand Oliver will help expand Milliman's investment solutions offering for the retail market in the newly created role. As head of ...

HUB24 hits fund managers with higher fees

KANIKA SOOD  |  FRIDAY, 19 MAR 2021
... growth of about 32.2%), giving it a 2.3% market share according to Plan for Life. Since then it has acquired managed accounts provider Xplore Wealth. HUB24 currently tops Investment Trends' rankings of platform functionality, marginally beating N ...