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Showing 21 - 30 of 100+ results for "Managed accounts"

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
... increased by 43% to $49 billion. The rise in FUA was largely driven by the Australian platform business and virtually managed accounts administration service, which added $4.7 billion and $7.7 billion respectively. The ASX-listed firm's bottom line ...

Drummond Capital names strategic growth lead

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... multi-asset portfolios. Drummond was founded in 2017 and has some $2 billion in its portfolios underpinned by managed accounts solutions.

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
... million to transform its operations. Financial advisers can expect improved investment selection processes and managed accounts offering. Advisers can also benefit from increased automation, greater speed and accuracy, and the integration of the platform ...

Zenith creates new QLD role

CHLOE WALKER  |  WEDNESDAY, 2 FEB 2022
... enhance the support of our existing Queensland clients. "Gordon will be responsible for managing the growth in our managed accounts, investment research and asset allocation service offering in Queensland, as well as assisting in developing and implementing ...

Morningstar launches ESG focused managed accounts

CHLOE WALKER  |  MONDAY, 31 JAN 2022
The new managed accounts will enable financial advisers to help their clients meet their financial goals while still aligning with their values, according to Morningstar Investment Management (MIM). MIM said the new, hand-picked accounts are diversified ...

Mercer nabs Lonsec consultant

ELIZABETH FRY  |  MONDAY, 31 JAN 2022
... Simon Eagleton, Mercer's investments leader for the Pacific, said Wilson has a breadth of experience across managed accounts and consulting clients. "Our clients will benefit from both his deep technical knowledge and consulting experience, having ...

Clime finalises ownership deal, appoints CIO

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... and managed discretionary account solution with Ralton is in exchange for a 75% ownership in the latter. The managed accounts strategy is set to have $330 million in assets under management. The equity ownership is due to finalise is February. As part ...

New adviser, intermediary solutions lead at Russell

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... nearly three years. In his new role, Rogan is responsible for Russell's wholesale, direct to adviser, funds, managed accounts and exchange-traded fund offerings in Australia. His previous financial services experience includes working in senior roles ...

VGI Partners confirms merger talks

KARREN VERGARA  |  MONDAY, 10 JAN 2022
... - VGI Partners Global Investments (VG1) and VGI Partners Asian Investments (VG8). It also offers individually managed accounts that target wealthy investors. VGI has been criticised by investors David Kingston and Malcolm McComas, who questioned its ...