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Showing 171 - 180 of 1072 results for "Separately"

New mandate boosts JANA's wealth division

MATTHEW WAI  |  WEDNESDAY, 14 AUG 2024
... services related to managed accounts, including model management. The announcement follows the recent mandate from separately managed accounts (SMA) aggregator Wealthtrac. The industry is observing an increased demand for tailored SMA offerings for private ...

Janus Henderson to buy private credit manager Victory Park Capital

ANDREW MCKEAN  |  TUESDAY, 13 AUG 2024
... our investment at a great valuation while maintaining exposure to the growth in the business going forward," he said. Separately, this expansion of Janus Henderson's private credit capabilities follows its May announcement of its acquisition of the National ...

Expand bolsters SMA menu

MATTHEW WAI  |  TUESDAY, 13 AUG 2024
... BlackRock, DNR Capital, Elston, Lonsec and Zenith have been added to the Expand Extra menu, doubling the wrap platform's separately managed account (SMA) offerings. The additional investment managers complement the current fleet of MLC Asset Management ...

Cbus taps ex-AustralianSuper equities chief for 'critical role'

ANDREW MCKEAN  |  TUESDAY, 6 AUG 2024
... seasoned and high calibre investor who will bring extensive experience and insight to the Cbus team," Chatfield said. Separately, a source has confirmed that Cbus chief transformation officer Natalie Hannemann has left the fund. Hannemann was named chief ...

New shadow assistant treasurer's vision for advice, super

ANDREW MCKEAN  |  WEDNESDAY, 31 JUL 2024
... limited to $10 million per year - which doubled to $20 million by the current government - should be reconsidered. Separately, on superannuation and retirement income performance, Howarth said he believes in super, supports it, and wouldn't make ...

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... Infocus for $2 million. Clime retains Clime Private Wealth and Pro-Active Portfolios, which was Madison's former separately managed accounts (SMA) offer with $190 million of FUM. SMA had $316 million in assets, growing 9% or $26 million, while individually ...

CalSTRS creates Total Fund Management division

ANDREW MCKEAN  |  FRIDAY, 26 JUL 2024
... confident that Kim's "expertise and commitment" will strengthen the financial future of California's public educators. Separately, Chan highlighted three "dramatic shifts in the current investing environment" that necessitated the Investments Branch ...

MLC investment chief shares portfolio plans

ANDREW MCKEAN  |  THURSDAY, 25 JUL 2024
... existing private equity investments, which should enhance returns. "We're happy holders of private equity," Farmer said. Separately, Farmer underscored diversification opportunities within fixed interest sub-sectors. Farmer pointed out that although ...

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
JANA Investment Advisers has been awarded a mandate to provide investment consulting services for separately managed accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs ...

Rest awards private equity mandate to TowerBrook Capital

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
... aim to identify innovative private companies that we believe will represent strong examples of these opportunities." Separately, Rest will co-invest with TowerBrook in a Canadian firm that specialises in servicing wind turbines with "up-tower" crane ...