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Showing 331 - 340 of 985 results for "Managed Accounts"

Invest Blue offers managed account solution

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
... portfolios, administered on BT Panorama, has been developed exclusively for Invest Blue's 4000 clients. The separately managed accounts are issued by Ironbark as the responsible entity, with Russell Investment Management as investment manager. BT head ...

Praemium profit, growth up

ANNABELLE DICKSON  |  WEDNESDAY, 10 FEB 2021
The managed accounts platform has recorded a 113% increase in net profit after tax from the first half of 2020 to $3 million, following the acquisition of Powerwrap. In its half-year results, Praemium reported a 69% jump in funds under administration ...

Clime consolidates SMAs

ANNABELLE DICKSON  |  MONDAY, 25 JAN 2021
... Clime Investment Management has streamlined its operations by consolidating and replacing a number of separately managed accounts (SMAs) after its acquisition of Madison Financial Group. The investment manager initiated its Project Streamline by consolidating ...

Longstanding Mason Stevens MD exits

ELIZA BAVIN  |  FRIDAY, 22 JAN 2021
... the success and development of Mason Stevens, but also the wealth management industry having spearheaded the managed accounts segment which has seen significant evolution in recent years and remains at the core of our business," Hua said. "We wish him ...

Longstanding Netwealth chair resigns

ANNABELLE DICKSON  |  THURSDAY, 21 JAN 2021
... 14% increase for the quarter while funds under management increased 15.5% to $7.6 billion over the quarter. The managed accounts balance increased 74.1% to the previous corresponding period to $7.6 billion. Netwealth said it is poised to benefit from ...

WealthO2 names chair, director

ANNABELLE DICKSON  |  TUESDAY, 12 JAN 2021
... Software. Pettiona noted the market has significantly changed since he established HUB24. "In 2007 the benefits of managed accounts were not as well understood by advisers as today. It is technology innovation that can lead change in an industry," Pettiona ...

Super fund shuffles team, investment chief steps down

ELIZABETH MCARTHUR  |  THURSDAY, 17 DEC 2020
... Responsible Investment Association of Australasia (RIAA). Financial Standard profiled McLeod this year in its annual FS Managed Accounts journal publication. Barlow-Bolt joins from Australian Unity where she was executive general manager, investments ...

LICs show sign of struggle

ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... companies (LICs) has decreased significantly due to heightened investor interest in exchange traded products (ETPs), managed accounts and mFunds. The latest Rainmaker Information Wholesale Advantage Report show LICs previously had 50% more funds under ...

JANA appoints NFP head

KANIKA SOOD  |  MONDAY, 14 DEC 2020
... profit, in addition to retaining his role as head of retail partnerships where he is leading JANA's efforts in managed accounts. "Michael is uniquely qualified to head up our growing NFP and retail businesses. Working across Australia and the UK, he ...

Superhero to launch super fund

KARREN VERGARA  |  MONDAY, 14 DEC 2020
... Smeaton and Nick Biven to lead the platform's compliance and market operation respectively. It also launched a managed accounts offering.