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Showing 311 - 320 of 1272 results for "managed account"

Managed accounts FUM at $131bn

CHLOE WALKER  |  TUESDAY, 15 MAR 2022
... underpinned significant growth in the managed accounts sector, according to the latest data released by Institute of Managed Account Professionals (IMAP) and Milliman. As at 31 December 2021, funds under management (FUM) in managed accounts stood at ...

Yarra recruits BTFM specialist

JAMIE WILLIAMSON  |  WEDNESDAY, 9 MAR 2022
Yarra Capital Management has strengthened its sales and distribution team, hiring an investment specialist from BT Financial Group. Tim Mugglestone has been appointed research relationship manager at Yarra, based in Sydney. He joins from BT Financial ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... index. Direct indexing allows investors to own the securities that make up an index and hold them in a separately managed account (SMA). For example, if replicating the S&P500, the investor would directly own all the stocks in the index. The concept ...

Implemented Portfolios launches ESG models

CHLOE WALKER  |  TUESDAY, 1 MAR 2022
... portfolio management, whilst being delivered in the low cost, transparent, customisable structure of an individually managed account," Implemented Portfolios' head of investment services Chris Smith said. "The portfolios' asset allocation aligns closely ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
Clime Investment Management's value and quality-based investing strategies pushed the group's performance well into the red in the half-year to December. The ASX-listed firm reported a $282,344 loss in investments, assets which were worth significantly ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
Financial advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group. BT Panorama's surge in managed accounts funds under management to $10.4 billion, a 68% jump year on year, is testament ...

Record FUA, revenue for Praemium

KARREN VERGARA  |  MONDAY, 14 FEB 2022
Despite reporting record growth in revenue and funds under administration, Praemium failed to make a profit in the half-year to December. The platform's revenue increased by 25% to $39.2 million, while total FUA increased by 43% to $49 billion. ...

Drummond Capital names strategic growth lead

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
Investment solutions firm Drummond Capital Partners hired an executive to lead its strategic growth efforts. Joining from Allianz Retire+ this month, Catriona Wortley is Drummond's new head of strategic growth. Wortley was most recently the head ...

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
Colonial First State awarded a major technology mandate in a bid to revamp its wrap platform. Specialist investment platform provider FNZ won the task of transforming FirstWrap, replacing its underlying technology as CFS attempts to cement its lead ...