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Showing 151 - 160 of 1201 results for %22Managed accounts%22

Unlisted unit trust conversions boost ETP sector

KARREN VERGARA  |  MONDAY, 15 NOV 2021
... driven by the conversion of unlisted unit trusts, contributing $39 billion over 12 months. "Only 67% of ETP assets are managed on an indexed basis. Smart beta accounts for 13% and regular active ETPs accounts for the remaining 21%," Rainmaker said. Equity ...

Citi scores custody mandate

KARREN VERGARA  |  MONDAY, 8 NOV 2021
... fund segment to include increased participation by institutional clients, and greater ownership through self-managed accounts and model portfolios. Citi has been growing its ETF management suite across markets globally to meet this demand," he said. ...

Shaw and Partners appoints sales lead

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
... role, responsible for strategy, business development and investor relations for Shaw and Partners' separately managed accounts business and New Capital's capabilities. New Capital is the fund and strategy arm of EFG Asset Management, the investment business ...

ASIC shuts down unlicensed investment scheme

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
An unlicensed financial services firm that allegedly misappropriated $5.7 million from self-managed superannuation fund members is in the process of being shut down by ASIC. ASIC obtained interim orders and injunctions from the Queensland Federal Court ...

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
Six separately managed accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability ...

Charter Hall Direct bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 30 SEP 2021
... taken on the role of state distribution manager for New South Wales from Macquarie Group where he was head of managed accounts and digital portfolio management. He also spent over five years in business development roles at Macquarie including associate ...

Failing Asgard super option to close

JAMIE WILLIAMSON  |  WEDNESDAY, 29 SEP 2021
... of members to ASA "arguably one of the most complex seen". "The real story in this member switch is that using managed accounts for superannuation, while an incredibly compelling concept, still has a lot of administrative complications," he said. Both ...

Fidante boutique launches flagship fund

KARREN VERGARA  |  MONDAY, 27 SEP 2021
... benchmark after costs over rolling five-year periods. It targets retail investors with a minimum of $10,000. The fund is managed by chief investment officer Joseph Lai, and portfolio managers Douglas Huey and Alan Zhang. The trio launched OxCap in June ...

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... a low-cost managed account range. The partnership with Lonsec, Morningstar and Zenith launched today with 23 managed accounts the FirstChoice Personal Super and Pension platform with no extra research or portfolio construction costs. The offering includes ...

Financial Standard launches weekly podcast

STAFF WRITER  |  MONDAY, 27 SEP 2021
... editors of Financial Standard 's stable of journals, including FS Advice, FS Super, FS Private Wealth, FS Managed Accounts and FS Sustainability, will regularly co-host the podcast alongside Williamson. The expert analysis of the Rainmaker Information ...