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

Search Results

Showing 171 - 180 of 810 results for "Managed accounts"

Macquarie profits slide 32%

KANIKA SOOD  |  FRIDAY, 6 NOV 2020
... grew to $89.3 billion at September end, which is an increase of 20% since March. The expanded Macquarie Wrap managed accounts offering added $1 billion in the same period, to it $4 billion. Wealth management fee income was $136 million, down from $144 ...

FASEA urged to clarify in-house product conflicts

ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
The Institute of Managed Accounts Professionals (IMAP) has written to FASEA again, arguing that its latest guidance on the Code of Ethics leaves much to be desired. IMAP's main issue is with Standard 3, which seeks to eliminate conflicts of interest ...

Frontier Advisors eyes international clients

KANIKA SOOD  |  WEDNESDAY, 28 OCT 2020
... make its advisory job easier by allowing them on the platform infrastructure. However it wants to stay away from managed accounts or the adviser-led market, which its competitor JANA just entered via a managed accounts offering. Its role is advising ...

Boutique hires from MLC Asset Management

KANIKA SOOD  |  TUESDAY, 27 OCT 2020
... hire is to broaden distribution lines, primarily through national dealer groups, model portfolio inclusion and managed accounts. "Rebecca will be actively engaging with senior research, consulting and management personnel within our existing and prospective ...

Chant West head of client development to retire

KANIKA SOOD  |  MONDAY, 26 OCT 2020
... retirement comes as Peck turns 60. He will continue to sit on the board of Aracon Super, which is owned by ASX-listed managed accounts business Xplore Wealth.

Powerwrap delists, Praemium takes over

ANNABELLE DICKSON  |  MONDAY, 12 OCT 2020
Managed accounts platform Powerwrap has de-listed from the ASX and its chief executive and board have stepped down following the acquisition by Praemium. In the next move of the off-market takeover, Praemium made payment of the 94% in acceptances on ...

Ratings house launches

KARREN VERGARA  |  THURSDAY, 8 OCT 2020
... made available to financial advisers. Ashton said because Evergreen Consultants has traditionally focussed on managed accounts and liquid investments, an analysis of the 'non-traditional' products often sits outside the scope of standard client work. ...

Clime partners with asset consultant

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... asset allocation advice and assisting in selecting managers for the managed fund component of Clime's separately managed accounts. The appointment comes as Clime sees an increased demand for its multi-asset managed account portfolios which use Clime's ...

Superhero sets eyes on managed accounts

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
Newly launched trading platform Superhero has revealed it has the functionality to offer managed accounts to investors, and would be looking into developing this and an APL further in the future. The platform, which launched at the beginning of September ...

Multi-strategy fund launches

KARREN VERGARA  |  FRIDAY, 2 OCT 2020
... investment vehicle that can deliver solid risk-weighted returns in volatile markets." Ferguson Hyams has been offering managed accounts since 2016. It recently moved to a daily-priced fund offering to offer insight into its liquid trading strategies ...