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Showing 11 - 20 of 1238 results for "managed account"

JANA hires general manager, wealth

JAMIE WILLIAMSON  |  THURSDAY, 7 MAY 2026
The asset consultant picked BT's former managed accounts lead to head up its wealth division. JANA Investment Advisers has appointed Zac Leman to the newly created position of general manager, wealth. Leman was most recently head of managed accounts ...

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
Clime Investment Management is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. The cash transaction is subject to platform consent, due diligence and completed documentation. ...

Rainmaker Information hires from APRA

STAFF WRITER  |  THURSDAY, 30 APR 2026
Camille Schmidt has joined the Rainmaker Information research team as associate director. Schmidt was most recently principal analyst at APRA, a role she held since January 2023. There she led research projects related to super fund member outcomes ...

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI  |  TUESDAY, 28 APR 2026
FinCap is launching a managed account platform in June which will help wholesale investors access professionally managed private asset exposures. It has also appointed BCA Research as a research partner to support the development of asset allocation ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... Advisory director Kim Baxter said: "Working with arcpoint allowed us to take our investment philosophy and build a managed account architecture around it. The portfolios provide a disciplined core, while advisers retain the flexibility to incorporate ...

Regal Partners' FUM drops by $0.6bn

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
... Companies Fund and inflows into the Regal Resources Long/Short strategies, including the establishment of a new managed account for a large offshore sovereign wealth fund. Last week, it appointed Peter Yates as the chair-elect and independent non-executive ...

Netwealth reports $4bn net inflows

ELIZA BAVIN  |  THURSDAY, 16 APR 2026
... Funds under management (FUM) was $31.8 billion as at March 31, an increase of 28.5%. "This was driven by growth in Managed Account FUM of $0.5 billion for the quarter, up 30.4% on PCP to $27.9 billion," Netwealth said. Looking ahead, Netwealth said it ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... which is the investment bond, and you get the adviser that's providing the advice. And you've also got the managed account providers that are floating around the place as well," he says. "So, how do you get the ecosystem working together? Co-design ...

Perpetual multi asset leads exits

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
Perpetual's head of multi-asset has exited the firm following her former boss's departure to Pinnacle Investment Management. The firm confirmed Lydia Kav left late last month, around a month after the wealth business' chief investment officer signed ...

North adds private markets SMA for retail investors

MATTHEW WAI  |  THURSDAY, 26 MAR 2026
... North platform for advised clients, available from March 30. With a minimum investment of $25,000, the separately managed account (SMA) portfolio is designed to address "longstanding barriers" to private markets implementation, Russell Investments said. ...