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Showing 171 - 180 of 985 results for "Managed Accounts"

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... February 16, raising $5 million for its listing. IaFrate founded Armytage in 1995, which launched as an individually managed accounts (IMA) manager. IaFrate also founded Easton Investments, which rebranded to Diverger, Treasury Group, which merged with ...

Ausbil reshuffles distribution team

ELIZABETH FRY  |  FRIDAY, 5 JUL 2024
... research houses, independent consultants and platforms to maintain and enhance fund ratings and positioning in managed accounts. In the interim, distribution manager Fawaz Rashid will continue to service research houses and other researchers. Chadirchi ...

Performance test covers managed accounts, SMAs: APRA

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
The prudential regulator is reminding trustees that managed accounts and separately managed accounts (SMAs) are high on its radar when administering the performance test. APRA told trustees that SMAs and other managed accounts can fall into the TDPs ...

BT Panorama launches first-of-its-kind private market managed account

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
... high-net-worth (HNW) clients access to a portfolio of private equity, private debt, and real assets. BT head of managed accounts Zac Leman said many HNW clients are keen to include private market investments in their portfolios, which are mostly made ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. The sale is part of Clime's strategic decision to focus on its funds management and private wealth businesses and ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... getting much more personal. From a product perspective, technology has unlocked tax-efficient personalisation for managed accounts at scale, including things like direct indexing, and these products are growing at a faster pace than ETFs," she said. ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... self-licensees. AMP group executive, advice Matt Lawler said he was excited to launch a unique entry point into managed accounts for advice practices. "Through this innovative new offer, AMP-aligned practices as well as smaller eligible practices through ...

Zenith welcomes back original partner

ELIZA BAVIN  |  TUESDAY, 9 APR 2024
... portfolios since 2016 and currently manages close to $5 billion in funds under management across its range of managed accounts, including both customised and public menu portfolio options.

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... new report from State Street and Investment Trends found a record 25% of all new client inflows are placed into managed accounts. The proportion of advisers using them has more than tripled from 18% a decade ago to an equal record high of 56% now. A ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
According to the latest figures, there is now about $195 billion held in managed accounts - up $33 billion in the six months to December end. The IMAP Census of Managed Accounts FUM shows the total grew by some 20.47% in the six-month period to hit ...