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Showing 11 - 20 of 147 results for "Portfolio Solutions"

Super Moves: ANZ Staff, Aware, Equip, ART, VFMC

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... Funds Management Corporation Prior to his promotion at the $95 billion fund, he served as senior manager, portfolio solutions for about six years.

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
... services to support bespoke private-label SMAs tailored to serve specific client needs. Currently Salita offers portfolio solutions and investment advisory services to several businesses under the Entireti network, representing $5 billion in funds under ...

Zenith names portfolio solutions lead

KARREN VERGARA  |  TUESDAY, 16 SEP 2025
Zenith Investment Partners has appointed a lead for portfolio solutions, replacing the incumbent who spent six years in the role. Andrew Yap has been promoted to head of portfolio solutions after serving in the deputy seat of this position for three ...

BlackRock nabs $122bn Citi mandate

ELIZA BAVIN  |  FRIDAY, 5 SEP 2025
BlackRock has been tapped by Citi Wealth to create a new portfolio offering for its clients - Citi Portfolio Solutions powered by BlackRock. The offering will combine the strategic investment advisory and planning capabilities of the leading global ...

Pinnacle continues North America expansion with new recruit

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
... were hand-picked for their investment excellence, which provides clients a diverse and best-in-class suite of portfolio solutions. "Canada presents a significant opportunity for Pinnacle - boutique managers remain underrepresented in professionally managed ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... advice practices across Australia bridge the gap between off-the-shelf and fully tailored private label model portfolio solutions. "Through this innovative new offer, we're helping practices accelerate their efficiency by creating tailored, high-quality ...

Wealth groups tap operations leads

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... lead. Oo has substantial experience in operational leadership, having held senior positions at Integrated Portfolio Solutions and Lipman Burgon and Partners. The firm highlighted her consistent focus on driving operational excellence and strategic transformation ...

KKR, Capital Group debut first public-private investment products

ANDREW MCKEAN  |  WEDNESDAY, 30 APR 2025
... already working on public-private equity solutions. "We're discussing how we can bring public-private model portfolio solutions to our clients," Gitlin said. "There is a role for private market solutions in retirement, including target date strategies. ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... solutions, highlighting cost considerations in selection of both provider and managed account type. Zenith head of portfolio solutions Steven Tang said the report found strong overall satisfaction with 81% of respondents being satisfied or extremely ...

Active Super PM opens asset consultant

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... superannuation industry, Altivate can deliver bespoke investment strategies, rigorous risk management, and ongoing portfolio solutions to wholesale clients. Moreover, as the Australian investment landscape evolves, a growing number of family offices ...