Search Results | Showing 311 - 320 of 952 results for "Managed accounts" |
| | | ... 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 ... |
| | | | ... However, they aspire to have one platform that can deliver to all client segments, catering for all forms of managed accounts and investments, including custodial and non-custodial assets." According to the Australian Taxation Office, some $342 million ... |
| | | | ... grew to $89.3 billion at September end, which is an increase of 20% since March. The expanded Macquarie Wrap managed accounts offering added $1 billion in the same period, to it $4 billion. Wealth management fee income was $136 million, down from $144 ... |
| | | | The Institute of Managed Accounts Professionals (IMAP) has written to FASEA again, arguing that its latest guidance on the Code of Ethics leaves much to be desired. IMAP's main issue is with Standard 3, which seeks to eliminate conflicts of interest ... |
| | | | ... make its advisory job easier by allowing them on the platform infrastructure. However it wants to stay away from managed accounts or the adviser-led market, which its competitor JANA just entered via a managed accounts offering. Its role is advising ... |
| | | | ... hire is to broaden distribution lines, primarily through national dealer groups, model portfolio inclusion and managed accounts. "Rebecca will be actively engaging with senior research, consulting and management personnel within our existing and prospective ... |
| | | | ... retirement comes as Peck turns 60. He will continue to sit on the board of Aracon Super, which is owned by ASX-listed managed accounts business Xplore Wealth. |
| | | | Managed accounts platform Powerwrap has de-listed from the ASX and its chief executive and board have stepped down following the acquisition by Praemium. In the next move of the off-market takeover, Praemium made payment of the 94% in acceptances on ... |
| | | | ... made available to financial advisers. Ashton said because Evergreen Consultants has traditionally focussed on managed accounts and liquid investments, an analysis of the 'non-traditional' products often sits outside the scope of standard client work. ... |
| | | | ... asset allocation advice and assisting in selecting managers for the managed fund component of Clime's separately managed accounts. The appointment comes as Clime sees an increased demand for its multi-asset managed account portfolios which use Clime's ... |
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