Search Results | Showing 161 - 170 of 985 results for "Managed Accounts" |
| | | ... products are typically administered on wrap platforms and have gained market share whilst adapting to the growth of managed accounts and non-superannuation vehicles to support advisers focusing on upper affluent and high-net-wealth (HNW) clients. The ... |
| | | | ... BlackRock Australia has announced the launch of BlackRock Active Multi-Asset Model Portfolios as it broadens its managed accounts offering. BlackRock said the model portfolios are actively managed by its multi-asset strategy and solutions team. Investors ... |
| | | | ... recurring revenue in FY25. During the quarter, Clime finalised its divestment of Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. Clime retains Clime Private Wealth and Pro-Active Portfolios, which was Madison's ... |
| | | | ... JANA Investment Advisers has been awarded a mandate to provide investment consulting services for separately managed accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs, which ... |
| | | | ... longer investment horizon and a higher risk tolerance," Gallagher said. "According to the Investment Trends 2024 Managed Accounts Report, 49% of existing managed account advisers believe it's appropriate to hold the majority of assets in a managed account ... |
| | | | ... three years in the top job, having a led a significant restructure including the recent sale of Madison and the managed accounts platform WealthPortal. "Throughout this time, we have navigated an evolving market landscape, and I am proud of the resilience ... |
| | | | ... Whilst at the helm, Clime underwent a significant restructure, including the most recent sale of Madison and the managed accounts platform WealthPortal to Infocus for $2 million. It flagged intentions to just focus on private wealth. In late 2021, Clime ... |
| | | | ... will do so by translating their capabilities to non-mutual fund vehicles, be it ETFs, fund models, separately managed accounts, direct indexing programs or other private structures," the report said. "Still others may opt to capture value throughout ... |
| | | | ... overtake active unlisted managed funds as the preferred investment product for core portfolio allocation, with managed accounts, index unlisted managed funds, and direct shares topping the list," she said. Guiamatsia draws the insights from the latest ... |
| | | | ... global hedge fund investment management industry, having managed a range of alternative investment funds and managed accounts. From 2017 to 2023, Freeman was a member of the Investment Committee of SSVL Monaco, a Monaco based activist fund focused on ... |
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