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Showing 331 - 340 of 1272 results for "managed account"

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... point of investment quality, Bevan said he was on the fence. "You wouldn't have to look very hard to find a managed account or an MDA offer where the quality of investments and the cost are a questionable value proposition," he said. Bevan said this ...

Macquarie AM acquires logistics real estate portfolio

ANNABELLE DICKSON  |  TUESDAY, 23 NOV 2021
Macquarie Asset Management acquired a €63 million portfolio of CityFlex properties in Poland from commercial real estate developer 7R on behalf of one of its managed accounts. The 80,000 square metre last-mile logistics portfolio is comprised of four ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
... the merits of managed accounts, how they have performed during COVID-19 and how to implement ESG advice within a managed account. Among the forum's featured participants are Vincent O'Neill, chief executive of Stanford Brown, and Neil Younger ...

Multi-boutique appoints head of private wealth

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
... received a recommended rating from two of the major Australian research houses and secured several key platform and managed account positions," Devlin said. "And our Australian small caps fund managed by Flinders Investment Partners is also going from ...

Citi scores custody mandate

KARREN VERGARA  |  MONDAY, 8 NOV 2021
An Australian exchange-traded fund manager appointed Citi Australia as its new custodian and fund administrator. BetaShares, with $21 billion in assets under management, has partnered with Citi. The fund manager was previously with RBC Investor & Treasury ...

Shaw and Partners appoints sales lead

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
Shaw and Partners has appointed a former Franklin Templeton and J.P. Morgan executive as director of sales and distribution, Australia. Matthew Jackson has taken on the role, responsible for strategy, business development and investor relations for ...

Netwealth proposes merger with Praemium

ANNABELLE DICKSON  |  TUESDAY, 2 NOV 2021
... undervalues Praemium's current and future performance along with its market leadership position and technology in managed account and non-custodial portfolios. However, Praemium is open to receiving a new offer that it believes better values the company. ...

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 ...

Charter Hall Direct bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 30 SEP 2021
Charter Hall's unlisted property funds division has appointed distribution managers for almost every state and territory. Renee Oldfield joined as state distribution manager for Western Australia and South Australia from Acure Asset Management where ...

Failing Asgard super option to close

JAMIE WILLIAMSON  |  WEDNESDAY, 29 SEP 2021
After failing the inaugural Your Future, Your Super performance test, Asgard Employee Super will shutter next month, with many members being transferred to BT's Retirement Wrap. Members of the fund were actually notified ahead of the performance ...