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Showing 241 - 250 of 960 results for "Managed accounts"

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
... million to transform its operations. Financial advisers can expect improved investment selection processes and managed accounts offering. Advisers can also benefit from increased automation, greater speed and accuracy, and the integration of the platform ...

Zenith creates new QLD role

CHLOE WALKER  |  WEDNESDAY, 2 FEB 2022
... enhance the support of our existing Queensland clients. "Gordon will be responsible for managing the growth in our managed accounts, investment research and asset allocation service offering in Queensland, as well as assisting in developing and implementing ...

Morningstar launches ESG focused managed accounts

CHLOE WALKER  |  MONDAY, 31 JAN 2022
The new managed accounts will enable financial advisers to help their clients meet their financial goals while still aligning with their values, according to Morningstar Investment Management (MIM). MIM said the new, hand-picked accounts are diversified ...

Mercer nabs Lonsec consultant

ELIZABETH FRY  |  MONDAY, 31 JAN 2022
... Simon Eagleton, Mercer's investments leader for the Pacific, said Wilson has a breadth of experience across managed accounts and consulting clients. "Our clients will benefit from both his deep technical knowledge and consulting experience, having ...

Clime finalises ownership deal, appoints CIO

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... and managed discretionary account solution with Ralton is in exchange for a 75% ownership in the latter. The managed accounts strategy is set to have $330 million in assets under management. The equity ownership is due to finalise is February. As part ...

New adviser, intermediary solutions lead at Russell

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... nearly three years. In his new role, Rogan is responsible for Russell's wholesale, direct to adviser, funds, managed accounts and exchange-traded fund offerings in Australia. His previous financial services experience includes working in senior roles ...

VGI Partners confirms merger talks

KARREN VERGARA  |  MONDAY, 10 JAN 2022
... - VGI Partners Global Investments (VG1) and VGI Partners Asian Investments (VG8). It also offers individually managed accounts that target wealthy investors. VGI has been criticised by investors David Kingston and Malcolm McComas, who questioned its ...

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
Clime Investment Management has partnered with a managed accounts specialist to create a $330 million product. On December 2, Ralton Asset Management and Clime entered an exclusive agreement to combine their separately managed accounts businesses. The ...

GSFM hires new product manager

KARREN VERGARA  |  MONDAY, 29 NOV 2021
... years. Prior to this role, she worked at Macquarie Group, AMP, and Wilson HTM in product manager roles across managed accounts, corporate superannuation, and compliance. She started her career in The Netherlands, where she worked at ING Investment Management ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
At the Financial Standard Best Practice Forum on Managed Accounts, a panel of experts have offered their honest views on whether managed accounts are delivering on the hype surrounding them. MLC Asset Management head of investment consulting (managed ...