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Showing 321 - 330 of 952 results for "managed accounts"

Superhero sets eyes on managed accounts

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
Newly launched trading platform Superhero has revealed it has the functionality to offer managed accounts to investors, and would be looking into developing this and an APL further in the future. The platform, which launched at the beginning of September ...

Multi-strategy fund launches

KARREN VERGARA  |  FRIDAY, 2 OCT 2020
... investment vehicle that can deliver solid risk-weighted returns in volatile markets." Ferguson Hyams has been offering managed accounts since 2016. It recently moved to a daily-priced fund offering to offer insight into its liquid trading strategies ...

InvestPro appoints Australia lead

ELIZA BAVIN  |  TUESDAY, 29 SEP 2020
... be responsible for growth and localising InvestPro for the Australian superannuation, Asian funds, wealth and managed accounts markets. He joins FRS with over 30 years of experience in leading transformation delivery for financial services firms including ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Aberdeen Standard Investments has added two financial planning firms to its separately managed accounts (SMA) service. Futuro Financial Services and Profusion Planning have joined the SMA service, which has goals-based models and manages 18 multi-asset ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... "We're looking to boost the availability of MDAs to the adviser community, as advice business and adviser use of managed accounts and portfolios increases. Adding 30 of our model portfolios to one of the fastest-growing retail platforms in Australia ...

Boutique welcomes operations chief

KARREN VERGARA  |  TUESDAY, 22 SEP 2020
... operating officer for a global investment firm and equities product manager, as well as her work with separately managed accounts," Rahmani said.

Zenith hires consultants from Lonsec

KANIKA SOOD  |  FRIDAY, 18 SEP 2020
... was the deputy head of research and a manager, equities. Zenith has also added two consultants, to support its managed accounts offering and service pipeline of clients. Calvin Richardson is another Lonsec hire having worked as an investment analyst ...

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
Managed accounts assets continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19. The Institute of Managed Account Professionals' latest census found asset growth for the sector was stable, reaching $79.71 billion ...

New research head at Centrepoint Alliance

KANIKA SOOD  |  TUESDAY, 8 SEP 2020
... to portfolio manager with responsibility for investment strategy and asset allocation across model portfolios managed accounts, managed funds and equities. "Daniel has a great passion for portfolio construction, contributing to IOOF's investment philosophy ...

New sales lead at ethical manager

ELIZABETH MCARTHUR  |  MONDAY, 7 SEP 2020
An ethical fund manager with a new range of separately managed accounts has appointed a sales lead. Ethical Funds Management has appointed Peter Evans to the role of business development manager for their range of SMAs. Evans comes from BNP Paribas ...