Search Results | Showing 161 - 170 of 1272 results for "managed account" |
| | | Zenith Investment Partners has made two new appointments to its business development team - Jim Wang and Doug Hope. Based in Sydney, they will report to Zenith's head of sales, Glenn Boyes. Wang will join the institutional team where he will oversee ... |
| | | | ... Portfolios and the new IconiQ Super Wrap and Investment platform. The iQ Portfolios are listed within separately managed account schemes across prominent platforms such as Macquarie, Hub24, Expand, BT Panorama, and the IconiQ platform and are central ... |
| | | | A $2 billion private equity firm will acquire Mason Stevens for an undisclosed figure. Adamantem Capital has signed a binding agreement to acquire the managed accounts specialist. Mason Stevens chief executive Tim Yule said the transaction will deliver ... |
| | | | ... "The client is at the forefront of everything that we do. Be it, acting as professional trustee for funds and managed account solutions or partnering with best-in-class investment managers globally via our Investment Solutions business," he said at the ... |
| | | | ... IconiQ SMA, a registered managed investment scheme. This will enable Centrepoint to add a range of diversified managed account portfolios constructed by other fund managers and asset consultants to the investment menu on IconiQ Super Wrap and IconiQ ... |
| | | | ... update, Netwealth also reported year-to-date net inflows of $6.6 billion and market movement of $5.6 billion. Its managed account service has surpassed $20.6 billion. |
| | | | ... in, we remain dedicated to delivering simplicity, transparency, and value to advisers and investors through our managed account solutions." InvestSense celebrated the anniversary with an event in Sydney, paying tribute to its clients, fund managers ... |
| | | | A former NAB Asset Servicing executive is taking over as general manager, superannuation at Fiducian. Jonathan Green commenced in the role yesterday, replacing Ross Martin who is due to retire. Green brings more than 35 years' experience in financial ... |
| | | | ... Sestante, InvestSense, and Mercer. It also has 21 new managed accounts. The Accelerate Series is a full-service managed account solution and was made available on the Edge platform in September last year, slated to blend low-cost solutions with sophisticated ... |
| | | | Insignia Financial is hoping artificial intelligence (AI) and a direct-to-consumer superannuation push will see it become Australia's "leading and most efficient" wealth manager and save $200 million per annum by 2030. Revealing its five-year strategy ... |
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