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Showing 171 - 180 of 952 results for "managed accounts"

Insignia Financial promotes two key staffers

ELIZABETH FRY  |  MONDAY, 4 SEP 2023
... manager of platform solutions, where he worked with advisers and the distribution team as the specialist for managed accounts and platforms at IOOF. Before his four years with Insignia, Rockliff was an investment specialist and business development manager ...

Praemium reports strong growth in FY23

CHLOE WALKER  |  TUESDAY, 29 AUG 2023
... administration (FUA), up 9% on the year prior. It saw net inflows of $1.4 billion. As at June 30, Praemium's separately managed accounts (SMA) offering rose to $9.6 billion in FUA, having generated $865 million in net flows from an $8.1 billion base ...

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... ceremony on August 24, saying that the quality and number of entries has continued to grow with each year as managed accounts mature in Australia. Perpetual Private took out the award for Licensee Managed Account, while Alvia Asset Partners took home ...

Former Morningstar executive in new role

ELIZABETH FRY  |  FRIDAY, 25 AUG 2023
... research ratings business run by Murphy. Lioutas said it will start rating funds late this year. "The growth in managed accounts and the resulting concentration of funds flows means there's never been a greater need for quality over quantity of research," ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... including strengthening its top position in the workplace super market, consolidating its Wrap platforms, growing its managed accounts and private equity capabilities.

Centrepoint names new chair, borrows $10m for M&A

CASSANDRA BALDINI  |  WEDNESDAY, 23 AUG 2023
... experience to capitalise on the opportunities that lie ahead," Centrepoint Alliance said. Finally, initiatives to grow managed accounts continue to progress. "Over the last 12 months the business has strengthened governance with a majority non-executive ...

APIR reports surge in new financial products

ANDREW MCKEAN  |  FRIDAY, 11 AUG 2023
... has noted a significant rise in the registrations of new financial products, particularly of managed funds and managed accounts. According to APIR chief executive Chris Donohoe, while product registrations were slightly down from the previous year's ...

Lonsec appoints new investments leadership

CHLOE WALKER  |  THURSDAY, 10 AUG 2023
... in responsible investing." "Nathan joins the business at an exciting time as we continue to grow our expanding managed accounts business. This includes renewing our commitment to partner with quality advice businesses to support them with tailored managed ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... Edge will be able to tap into other parts of the market," Quirk said. Another key aspect of Edge is its rich managed accounts capability. "This is the first major platform being deployed in the Australian market since managed accounts have become so ...

InvestSense welcomes distribution lead

CHLOE WALKER  |  WEDNESDAY, 19 JUL 2023
The investment management consultancy firm, which specialises in multi-asset managed accounts, has brought John Nicoll on as distribution executive. Nicoll brings over 22 years of experience in the financial services sector, having previously served ...