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Showing 11 - 20 of 950 results for "managed accounts"

Perpetual multi asset leads exits

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... last month, around a month after the wealth business' chief investment officer signed on to lead a newly created managed accounts affiliate at Pinnacle. The changes come ahead of the sale of Perpetual's wealth business to Bain Capital, with head of growth ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
Over 40% of advisers agree clients in managed accounts are more confident and are less likely to act impulsively during market volatility compared with those not in managed accounts. Investment Trends' latest Managed Accounts Report, supported by State ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... managers to develop solutions for wholesale and institutional investors, while its trustee business builds funds and managed accounts in partnership with fund managers, consultants, advice firms and platforms. "Over the past 15-plus years we've built ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... not include Clime Private Wealth (QLD), which is 50% owned by Clime. Clime said it will retain its individually managed accounts (IMA) offering but will provide non-exclusive separately managed accounts (SMA) and managed discretionary accounts (MDA) ...

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... Perpetual's outgoing chief investment officer is set to join Pinnacle Investment Management, which is launching a new managed accounts offering for clients. Kyle Lidbury will join as the chief investment officer of a newly created affiliate. Pinnacle ...

Dexus strengthens infrastructure push with new hire

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... the Dexus Community Infrastructure Fund. As part of the broader remit, Box will also oversee Dexus's separately managed accounts. The wholesale-focused fund holds stakes in assets including Macarthur Wind Farm, the Victorian Desalination Plant - the ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
... and foundations. The business aims to provide differentiated investment outcomes, including via individually managed accounts, giving advisers and high-net-worth clients access to institutional-grade expertise, it said. In addition to being founder ...

Centrepoint Alliance, Count see strong earnings growth

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
... 71%, attributable to scale and leverage benefits. The group also observed an increase in adviser adoption of managed accounts, and the IconiQ platform drove 72% growth in combined funds under management and advice (FUMA) to $565 million. However, net ...

Betashares hires marketing chief

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
Betashares has appointed a new chief marketing officer, as the firm seeks to grow its business across ETFs, managed accounts, superannuation and direct-to-investor offerings. Elaine Herlihy brings more than 25 years of senior marketing experience across ...

Ex-Zenith partner joins private assets platform

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
... Australia has appointed a new head of portfolio construction and investment solutions for its private assets managed accounts (PAMA) platform, designed for wholesale and professional investors. Ben Davis brings more than 25 years' experience at the ...