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Showing 1 - 10 of 54 results for "individually managed accounts"

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... not include Clime Private Wealth (QLD), which is 50% owned by Clime. Clime said it will retain its individually managed accounts (IMA) offering but will provide non-exclusive separately managed accounts (SMA) and managed discretionary accounts (MDA) ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
... and foundations. The business aims to provide differentiated investment outcomes, including via individually managed accounts, giving advisers and high-net-worth clients access to institutional-grade expertise, it said. In addition to being founder ...

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... respectively. It recently grew funds under management, advice and mandates to $1.7 billion, offering individually managed accounts, managed funds and separately managed accounts. What Baragwanath is also prioritising is the rationalisation of products ...

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... offer with $190 million of FUM. SMA had $316 million in assets, growing 9% or $26 million, while individually managed accounts (IMAs) lost $36 million or 7% to end up with $492 million. The private wealth unit had total funds under advice of $984 million ...

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 ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
... income solutions to other advice firms. In line with the launch of ICS, Viridian has also launched individually managed accounts (IMAs).

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 ...

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 ...

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... will finalise later this year. PPM, also know as BT Private Portfolio as per its website, offers individually managed accounts. It is distinct from BT's overall managed accounts business. "The addition of PPM allows us to service the entire investor ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... advice (FUA) grew by $287 million or 7% to $4.2 billion. It said direct funds under management via individually managed accounts (IMAs), separately managed accounts (SMAs) and managed funds added $98 million or 8% to $1.3 billion since 30 June 2022. ...
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