Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 161 - 170 of 952 results for "managed accounts"

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
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 ...

Clime IM doubles down on strategy, taps into AI

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
... 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 ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
... 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's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
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 ...

FIIG Securities picks Equity Trustees for new fund

CASSANDRA BALDINI  |  WEDNESDAY, 4 OCT 2023
... 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 ...

US regulator fines DWS US$25m for greenwashing, AML offences

RACHEL ALEMBAKIS  |  TUESDAY, 26 SEP 2023
... 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. ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
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 ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... 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 previews new MA offering

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
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 FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
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 ...