Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 175 results for "Managed portfolios"

AMP profit dives as advice business sale bites

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... including digital advice," George said. She said there's been strong adviser uptake of retirement products and managed portfolios on the North platform, which is driving inflows, adding that, in the superannuation and investments business, improved ...

PE firm acquires Mason Stevens

KARREN VERGARA  |  THURSDAY, 19 DEC 2024
... Bignill and Hua left business in 2021 and 2022 respectively. The group now also offers outsourced CIO services, managed portfolios, and superannuation. "Underpinned by a strong strategic and cultural alignment, Adamantem's investment will allow Mason ...

JBWere partners to launch fixed income funds

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... Federal Reserve easing and inflation moderating, there is a timeliness to clients having access to expertly managed portfolios that deliver both global and domestic exposure and a strong defensive profile." He also added the partnership with UBS AM comes ...

Betashares Direct slashes brokerage fees on ASX 300

MATTHEW WAI  |  TUESDAY, 19 NOV 2024
... creation tools, Betashares said. In addition to the new offering, the platform also provides investors with managed portfolios, automated recurring investments, personalised tax tools, and exclusive insights for informed investment decisions. Betashares ...

AMP makes operations, product, strategy hires

MATTHEW WAI  |  TUESDAY, 12 NOV 2024
AMP has added three leadership roles to North's client servicing, investment operations and managed portfolios capabilities. Sharyn Baker has joined as director of operations, working alongside Mike Way who was appointed earlier this year as director ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
Acclaim Wealth has partnered with Managed Portfolios to enter the managed accounts space through a managed discretionary account (MDA) service. Acclaim Wealth chief executive Terry Constable, who succeeded Alan Hegerty in October 2023, told Financial ...

Mercer awarded mandate for North's APS CoreSeries

MATTHEW WAI  |  FRIDAY, 13 SEP 2024
Mercer will provide investment management for the APS CoreSeries Managed portfolios, which include Conservative, Balanced, and Growth options. Replacing Morgan Stanley Wealth Management, North said Mercer offers lower management fees of up to eight ...

AMP North launches new tool

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... executive Edwina Maloney said. North also announced it expanded its investment menu with the launch of six new managed portfolios. The new managed portfolio suite is managed by Activam Group, an investment firm that specialises in providing multi-asset ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... administered by world class asset managers utilising world class tech," Lawler said. "We recognise the value managed portfolios are providing advisers and their clients, but that many smaller advice practices don't have the required scale to benefit ...

AMP North adviser inflows rise 22%

ANDREW MCKEAN  |  THURSDAY, 18 APR 2024
... increasing by $3.2 billion to $74.3 billion. AMP North inflows from IFAs were up 22% on Q1 23 to $544 million and managed portfolios on the "flagship platform" reached $14.9 billion in AUM. AMP's superannuation and investments business, formerly master ...