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Showing 11 - 20 of 100+ results for "Managed accounts"

Implemented Portfolios launches ESG models

CHLOE WALKER  |  TUESDAY, 1 MAR 2022
... financial advisers utilising our service aren't spending hours and hours having to research, build and maintain these managed accounts on their own. "Being built within our IMA structure, these ESG tilted portfolios allow advisers to deliver a highly ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... decline. On February 24, Clime finalised its 75% ownership of Ralton Asset Management. This created a $330 million managed accounts service split into four products which Donat said have outperformed the relevant benchmarks. In December, Madison acquired ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
Financial advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group. BT Panorama's surge in managed accounts funds under management to $10.4 billion, a 68% jump year on year, is testament ...

Record FUA, revenue for Praemium

KARREN VERGARA  |  MONDAY, 14 FEB 2022
... increased by 43% to $49 billion. The rise in FUA was largely driven by the Australian platform business and virtually managed accounts administration service, which added $4.7 billion and $7.7 billion respectively. The ASX-listed firm's bottom line ...

Drummond Capital names strategic growth lead

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... multi-asset portfolios. Drummond was founded in 2017 and has some $2 billion in its portfolios underpinned by managed accounts solutions.

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 ...