Search Results | Showing 211 - 220 of 1072 results for "Separately" |
| | | ... not disclose the dollar value. Evidentia works with private wealth firms to build investment portfolios, specifically separately managed accounts (SMA). Founded in 2018, it now has 24 staff members based in Sydney, Melbourne, Brisbane, and New York. ... |
| | | | ... Robeco. Oaktree declined to comment on Penprase's replacement, saying it does not comment on personnel changes. Separately, Oaktree and the asset manager Brookfield - which owns a majority stake in Oaktree - have hired Pragun Babhoota to look after ... |
| | | | ... by the rapid repricing of US interest rate cuts, combined with softer inflation data around the world," Reilly said. Separately, Mercer announced that it's promoted Margaret Dennis, a recent recruit from BT, to serve as head of member education. Dennis ... |
| | | | ... in November 2020, stood out as the sole boutique to post positive net flows, adding $300 million during the quarter. Separately, Perpetual disclosed that it is surpassing its targets in achieving the promised $80 million of "run-rate expense synergies" ... |
| | | | ... Australian ETF issuers in 2023, amassing net inflows of $5.6 billion, outstripping industry giants iShares and Vanguard. Separately, Betashares announced that two of its flagship equity funds, the Betashares Australia 200 ETF (ASX: A200) and the Betashares ... |
| | | | ... objective of providing unitholders with a secure and growing income stream and long-term capital growth," Scantena said. Separately, BWP has entered into a sale and purchase agreement with Newmark to pay $22.5 million for the shares of Newmark REIT Management. ... |
| | | | ... corresponding period. Despite the massive outflows, Powerwrap's total assets rose by 5% to $12.5 billion year on year. FUA for separately managed accounts (SMA) of $10.4 billion was up 16%. The SMA offering recorded quarterly net inflows of $159 million. ... |
| | | | ... for different entities and clients in the one group and to align with the preferred timing for clients," she said. Separately, the Australian Taxation Office recently clarified rules on deductibility of financial advice fees under new draft determination ... |
| | | | ... reduce the insurance coverage to lower the premium, increase the excess, or do both." APRA and ASIC are now engaging separately with the Council of Australian Life Insurers (CALI) to determine what steps can be taken at an industry level to improve disclosure ... |
| | | | ... said. Further enhancements to the Expand Essential menu are expecting in April next year, including a full suite of separately managed accounts (SMAs). Elsewhere, the Accelerate Series, now available on CFS Edge, combines reduced investment fees with ... |
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