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Showing 231 - 240 of 1272 results for "managed account"

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... Vanguard Australia head of financial adviser services Balaji Gopal said the ability to offer Vanguard's Diversified Managed Account Strategies through HUB24's new Discover platform "simply means more choice of high-quality investment solutions for financial ...

AMP North incorporates DNR Capital, Morningstar managed portfolios

ANDREW MCKEAN  |  THURSDAY, 9 NOV 2023
... AMP group executive, platforms Edwina Maloney emphasised the wealth company's commitment to strengthening its managed account functionality and multi-asset capability. "The addition of ESG and multi-asset portfolios from DNR Capital and Morningstar reflect ...

XTBs to be delisted following collapse

CASSANDRA BALDINI  |  TUESDAY, 7 NOV 2023
... ASX-listed companies. Since its inception, XTB has continued to grow its offering. It ventured into the separately managed account space in 2017 and introduced an ESG fixed income portfolio in 2018. The XTBs were also hosted on Macquarie Wrap, HUB24 ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ...

Clime IM doubles down on strategy, taps into AI

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
... existing private wealth services. In upcoming quarters, Clime forecasts a sustained shift in revenues, favouring its managed account and bespoke investment solutions. The company said its "increasingly leveraging" its strong equity capability into managed ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
Colonial First State has expanded the investment menu on its new platform, adding options from Atchison Consultants, Drummond Capital, and Russell Investments. It's also added a new nesting capability. From Atchison, CFS Edge has added four diversified ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
... past 12 months. The group said there's now more than $6 billion in funds under management across its range of managed account solutions. About 55% of this is held in managed discretionary accounts (MDA) on Expand Extra, it said. Meantime, about $1.3 ...

FIIG Securities picks Equity Trustees for new fund

CASSANDRA BALDINI  |  WEDNESDAY, 4 OCT 2023
FIIG Securities has selected Equity Trustees to be the trustee of its newly launched Australian bond fund. Equity Trustees has won the mandate to serve as trustee of the FIIG Australian Bond Fund which provides investors with capital stability and income ...

Praemium secures Mercer mandate

CASSANDRA BALDINI  |  WEDNESDAY, 27 SEP 2023
Praemium has entered into a new administration services agreement with Mercer, providing its Virtual Managed Account (VMA) solution and administration services (VMAAS) to the investment giant. As part of the agreement, Mercer will receive end-to-end ...

US regulator fines DWS US$25m for greenwashing, AML offences

RACHEL ALEMBAKIS  |  TUESDAY, 26 SEP 2023
DWS Investment Management's American operations will pay the US Securities and Exchange Commission US$25 million to settle charges stemming from greenwashing claims and failures to develop an anti-money laundering (AML) program for mutual funds it advised. ...