Search Results | Showing 161 - 170 of 952 results for "Managed accounts" |
| | | Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ... |
| | | | ... bespoke investment solutions. The company said its "increasingly leveraging" its strong equity capability into managed accounts and envisages that a large part of future growth will be driven by customised multi-asset solutions. Separately, Clime is ... |
| | | | ... 50, Balanced, Growth, High Growth, and Geared 120. "We have a strong belief in the value of advice, and we view managed accounts as a key way we can provide an improved investment experience for advisers and their clients," CFS group executive - distribution ... |
| | | | Insignia Financial's managed accounts solutions have grown by about 42% in the past 12 months. The group said there's now more than $6 billion in funds under management across its range of managed account solutions. About 55% of this is held in managed ... |
| | | | ... continuously evolving fixed income asset class." FIIG Securities currently manages $300 million in individually managed accounts across four fixed income strategies and has a further $5 billion of funds under advice. "Our vision has been to pioneer an ... |
| | | | ... investment recommendations for ESG integrated products, including certain actively managed mutual funds and separately managed accounts". DWS marketed itself as a leader in ESG adhering to specific policies to integrate such considerations into its investments. ... |
| | | | Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ... |
| | | | ... financial sector as a whole." Beside the launch of ICS, Viridian is also introducing a range of individually managed accounts (IMAs). The IMA solution will be overseen by a portfolio management team that collaborates closely with advisers to offer tailored ... |
| | | | Colonial First State (CFS) has revealed its new managed accounts offering, to be made available on the newly launched Edge platform. The Accelerate Series has been designed in response to feedback from financial advisers, helping them meet best interest ... |
| | | | Managed accounts assets jumped 19% in the year to June to reach a record high of $161.7 billion. This is according to the latest Institute of Managed Account Professionals (IMAP) and Milliman figures, which canvassed 48 firms in their survey. Separately ... |
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