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Showing 271 - 280 of 985 results for "Managed Accounts"

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 ...

Macquarie AM acquires logistics real estate portfolio

ANNABELLE DICKSON  |  TUESDAY, 23 NOV 2021
... million portfolio of CityFlex properties in Poland from commercial real estate developer 7R on behalf of one of its managed accounts. The 80,000 square metre last-mile logistics portfolio is comprised of four newly completed assets and two facilities ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
... Leading financial advisers, consultants and platforms will gather at a forum this Thursday to discuss the merits of managed accounts, how they have performed during COVID-19 and how to implement ESG advice within a managed account. Among the forum's ...

Citi scores custody mandate

KARREN VERGARA  |  MONDAY, 8 NOV 2021
... fund segment to include increased participation by institutional clients, and greater ownership through self-managed accounts and model portfolios. Citi has been growing its ETF management suite across markets globally to meet this demand," he said. ...

Shaw and Partners appoints sales lead

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
... role, responsible for strategy, business development and investor relations for Shaw and Partners' separately managed accounts business and New Capital's capabilities. New Capital is the fund and strategy arm of EFG Asset Management, the investment business ...

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
Six separately managed accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability ...