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Showing 11 - 20 of 54 results for "individually managed accounts"

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
... market share. Assets for Clime's SMA business stood at $99 million at the end of September, while individually managed accounts had $581 million in funds under management. "Ralton managed accounts are available on several platforms where Clime not ...

Clime appoints new chief executive

KANIKA SOOD  |  MONDAY, 26 APR 2021
... with $1 billion in funds under management (up $55 million from December quarter), including LIC, individually managed accounts, separately managed accounts, managed funds and mandates. Funds under advice were $3.1 billion (up $207 million from December ...

New fixed income boutique launches

KANIKA SOOD  |  MONDAY, 9 NOV 2020
... delivers the opportunity for collaboration with the best market insight and expertise to also provide individually managed accounts (IMAs)." Fortlake will use J.P. Morgan, Tactical Global Management Limited (TGM) and Link Fund Solutions. The four funds ...

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
... managed accounts platform so advisers can access custodial separately managed accounts (SMAs) and individually managed accounts (IMAs) on the platform, and have integrated reporting of non-custodial investments as well such as property, collectibles ...

Should unused services on AFSLs be subject to ASIC levy?

KANIKA SOOD  |  FRIDAY, 17 APR 2020
... manager (and only employee) estimated it could hit about $185 million in two years, on the back of individually managed accounts and a unit trust. However, the plans did not pan out and for FY18 and FY19, the AFSL reported no activities or revenue and ...

Fund manager launches HNW advice

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... effective 31 December 2018. He will continue as a director and chair of Clime Capital. Clime offers individually managed accounts, managed funds and two listed investment companies, Clime Capital (ASX: CAM) and CBG Capital (ASX: CBC).

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 ...

Clime IM appoints private wealth head from Suncorp

ALEX BURKE  |  TUESDAY, 23 JAN 2018
... under management to $812 million in the December quarter. The majority of this FUM is in Clime's individually managed accounts ($396 million), followed by managed funds and mandates ($132 million) and listed investment company Clime Capital ($284 million). ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... differing, perhaps unforeseen impacts on PI cover. An adviser using managed discretionary accounts, individually managed accounts, separately managed accounts or their own managed investment schemes can potentially open up a can of worms as the distinction ...