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Showing 11 - 20 of 47 results for "Implemented Portfolio"

Lonsec acquires Implemented Portfolios

CHLOE WALKER | THURSDAY, 21 JUL 2022

Lonsec is expanding its market reach with the acquisition of specialist MDA provider Implemented Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately ...

Spaceship chair banned for two years

JAMIE WILLIAMSON | TUESDAY, 7 JUN 2022

The chair of Spaceship Capital has been banned by ASIC for failing to understand all the financial services offered by the group. Paul Ernest Dortkamp has been banned from performing functions as an officer and responsible manager of a financial services ...

Implemented Portfolios launches ESG models

CHLOE WALKER | TUESDAY, 1 MAR 2022

To meet increasing client demand for values aligned investing, Implemented Portfolios has released a new range of ESG model portfolios for advisers and investors alike. The ESG Aware Model Portfolios are a suite of investment options comprising ETFs ...

Managed accounts surpass $100bn

ANNABELLE DICKSON | WEDNESDAY, 15 SEP 2021

The take up of managed accounts continues to grow with the industry growing $15.8 billion in the last six months to $111 billion, new research shows. The Institute of Managed Account Professionals (IMAP) and Milliman's latest Managed Accounts FUM Census ...

Perpetual hires from AMP Capital

KANIKA SOOD | WEDNESDAY, 11 AUG 2021

AMP Capital's head of sector multi-manager who left in July after nearly 25 years with the company has joined Perpetual. Lydia Kav (nee Serafim) joined Perpetual Private as head of manager research this month. Perpetual Private's multi-manager team ...

Implemented Portfolios adds to team

ANNABELLE DICKSON | THURSDAY, 8 APR 2021

The managed discretionary account operator has made a key appointment to its portfolio management team and two hires for a newly created role in its distribution team. Anton Hermanto has been appointed as custody and administration manager and joins ...

Implemented Portfolios adds to board

KARREN VERGARA | THURSDAY, 19 NOV 2020

Individually managed account operator Implemented Portfolios has welcomed a non-executive director to the board who recently founded an investment consulting firm. Steve Garth, principal of Principia Investment Consultants and former Dimensional Fund ...

Implemented Portfolios partners with Wealth Today

ELIZA BAVIN | THURSDAY, 2 JUL 2020

Implemented Portfolios (IPL) has entered into an agreement with Wealth Today to provide their financial advisers with an individually managed account (IMA) offering. The managed account provider was added to the Wealth Today approved product list and ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA | THURSDAY, 14 NOV 2019

The current climate is pushing the importance of asset allocation to the forefront of building robust portfolios, prompting investment experts to think outside the box of traditional assets. Karren Vergara writes. The importance of making the right ...

IMA provider signs white label deal

JAMIE WILLIAMSON | TUESDAY, 27 FEB 2018

A leading provider of individually managed accounts is creating a bespoke solution for a Perth financial planning business. Lawrence Wealth has inked a deal with Implemented Portfolios to white label its individually managed account offering - the second ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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