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Showing 311 - 320 of 1077 results for "Separately"

Major legislations hit parliament

KARREN VERGARA  |  FRIDAY, 29 OCT 2021
... profession and ensure it is adequate to provide the legally required protection for clients, the association said. Separately, the Financial Accountability Regime was also tabled in parliament yesterday. FAR extends the Banking Executive Accountability ...

Natixis hires sales director from First Sentier

KARREN VERGARA  |  WEDNESDAY, 27 OCT 2021
... experience of working with various institutional clients from superannuation funds to foundations and family offices. Separately, the firm's head of global market strategy Esty Dwek left in October to join FlowBank as chief investment officer. Geneva-based ...

APRA appoints investment risk lead from TCorp

KARREN VERGARA  |  FRIDAY, 22 OCT 2021
... of Challenger, Mercer, Macquarie, AMP and Russell Investments across investment analytics, research, and consulting. Separately, Margaret Cole took on the role of APRA member from July 1 for a five-year term. Treasurer Josh Frydenberg appointed Cole ...

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
Six separately managed accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... Milliman's latest Managed Accounts FUM Census showed the split in funds under management remained very close between separately managed accounts ($51.09 billion) and managed discretionary accounts ($48.01 billion). IMAP chair Toby Potter said at a briefing ...

Swell AM launches retail trust

ELIZABETH MCARTHUR  |  TUESDAY, 14 SEP 2021
... to facilitate choice and allow investors and advisers to choose how they invest with us, be that a wholesale fund, separately managed account or a retail trust." The fund is currently available through HUB24.

FASEA exam pass rate drops

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... will have the chance to sit the November examination regardless of their last sitting thanks to a new relief proposed. Separately, FASEA has approved the new Graduate Diploma of Financial Planning offered by Victoria University. Advisers who complete ...

Fidelity moves into SMAs

ANNABELLE DICKSON  |  WEDNESDAY, 1 SEP 2021
Fidelity International has entered the managed accounts space with the launch of its first separately managed account (SMA) with an actively managed Australian equity model. The SMA is managed by Fidelity Australian Opportunities Fund portfolio manager ...

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... administration business recorded $2.9 billion in funds under administration, which comprises investments, superannuation and separately managed accounts administration. Offerings include 15 multi-manager funds, 57 external managed funds and term deposits. ...

New shareholder at Crescent Wealth

ELIZABETH MCARTHUR  |  THURSDAY, 5 AUG 2021
... Wealth managing director Talal Yassine also announced two departures from the board - Samier Dandan and Hilal Yassine. Separately, Salter Brothers portfolio manager Issam Eid has left the shareholder register. On the board Shahin joins chair Dianne Yerbury ...