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Showing 141 - 150 of 1201 results for %22Managed accounts%22

Clime finalises ownership deal, appoints CIO

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... and managed discretionary account solution with Ralton is in exchange for a 75% ownership in the latter. The managed accounts strategy is set to have $330 million in assets under management. The equity ownership is due to finalise is February. As part ...

New adviser, intermediary solutions lead at Russell

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... nearly three years. In his new role, Rogan is responsible for Russell's wholesale, direct to adviser, funds, managed accounts and exchange-traded fund offerings in Australia. His previous financial services experience includes working in senior roles ...

VGI Partners confirms merger talks

KARREN VERGARA  |  MONDAY, 10 JAN 2022
... - VGI Partners Global Investments (VG1) and VGI Partners Asian Investments (VG8). It also offers individually managed accounts that target wealthy investors. VGI has been criticised by investors David Kingston and Malcolm McComas, who questioned its ...

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
Clime Investment Management has partnered with a managed accounts specialist to create a $330 million product. On December 2, Ralton Asset Management and Clime entered an exclusive agreement to combine their separately managed accounts businesses. The ...

GSFM hires new product manager

KARREN VERGARA  |  MONDAY, 29 NOV 2021
... years. Prior to this role, she worked at Macquarie Group, AMP, and Wilson HTM in product manager roles across managed accounts, corporate superannuation, and compliance. She started her career in The Netherlands, where she worked at ING Investment Management ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
At the Financial Standard Best Practice Forum on Managed Accounts, a panel of experts have offered their honest views on whether managed accounts are delivering on the hype surrounding them. MLC Asset Management head of investment consulting (managed ...

Macquarie AM acquires logistics real estate portfolio

ANNABELLE DICKSON  |  TUESDAY, 23 NOV 2021
... million portfolio of CityFlex properties in Poland from commercial real estate developer 7R on behalf of one of its managed accounts. The 80,000 square metre last-mile logistics portfolio is comprised of four newly completed assets and two facilities ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
... Leading financial advisers, consultants and platforms will gather at a forum this Thursday to discuss the merits of managed accounts, how they have performed during COVID-19 and how to implement ESG advice within a managed account. Among the forum's ...

Demand for niche advice firms increases

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
... in options and derivatives, making them worth four times more, Radar Results chief executive John Birt said. AFSLs with managed discretionary accounts can sell for $120,000, while those with forex capability are rare and generate a premium. After the ...

Vanguard launches automated investing solution

KARREN VERGARA  |  MONDAY, 15 NOV 2021
Vanguard's Personal Investor platform has launched a feature that automatically invests clients' money into managed funds. Auto Invest regularly debits accounts starting from $200 either fortnightly, monthly, or quarterly, and invests the funds ...