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Showing 11 - 20 of 41 results for "Implemented Portfolios"

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
... position," the regulator said. Throughout his career, Dortkamp has held roles with Morningstar, Fundhost, Implemented Portfolios, Ellerston Capital and Colonial First State. He is also the founder of Rivergum Investors. Dortkamp's ban comes just ...

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
... implemented." Around 48 companies submitted their data to the census, including AMP, BT Panorama, HUB24, Implemented Portfolios, IOOF, Macquarie Group, Mason Stevens and Praemium. Praemium chief distribution officer Martin Morris said when managed accounts ...

Perpetual hires from AMP Capital

KANIKA SOOD  |  WEDNESDAY, 11 AUG 2021
... Perpetual's advisers in client portfolios. Its remit includes multi-asset and single asset multi-managers funds, implemented portfolios and managed fund model portfolios. The team also manages a $1 billion alternatives program which invests in unlisted ...

Implemented Portfolios adds to team

ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
... into a team of five, which we believe is a demonstrated reflection of our company's continued progress," Implemented Portfolios chair Greg Kirk said. "What we are seeing in the industry right now, particularly within managed accounts, is an increasing ...

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
... Holdings head of research and retirement income Matthew Olsen; Rainmaker managing director Chris Page; Implemented Portfolios chief investment officer Jonathan Reilly; Asset Builder Financial Services executive director Christian Schween; Crestone Wealth ...

IMA provider signs white label deal

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... 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 deal of its type for the managed account provider. ...