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Showing 401 - 410 of 1272 results for "managed account"

Longstanding Netwealth chair resigns

ANNABELLE DICKSON  |  THURSDAY, 21 JAN 2021
The platform has appointed a former UBS executive as chair following the resignation of its founding chair. Netwealth announced in its quarterly business update that Tim Antonie will take over from Jane Tongs, who has served as chair for more than two ...

Zenith partners with MSCI

ELIZA BAVIN  |  WEDNESDAY, 20 JAN 2021
... enhance the delivery of institutional-grade portfolio analysis, service scalability, insights and reporting to its managed account portfolio clients. Zenith said it will roll out the MSCI BarraOne portfolio tool within its consulting business to deliver ...

WealthO2 names chair, director

ANNABELLE DICKSON  |  TUESDAY, 12 JAN 2021
The platform has appointed the founder of Macquarie Wrap as chair and HUB24 co-founder as executive director. Neil Roderick spent 14 years at Macquarie Bank where he was responsible for establishing Macquarie Wrap, the Professional Series, and retail ...

Super fund shuffles team, investment chief steps down

ELIZABETH MCARTHUR  |  THURSDAY, 17 DEC 2020
There has been a slew of moves at a retail super fund, including the resignation of its chief investment officer and the appointment of a chief risk officer. Future Super, the super fund focused on climate change action with almost $1 billion in funds ...

LICs show sign of struggle

ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
Demand for listed investment 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 ...

JANA appoints NFP head

KANIKA SOOD  |  MONDAY, 14 DEC 2020
The $600 billion asset consultant has appointed a head of not-for-profit, as it wins New Zealand's largest philanthropic trust as a client in the segment. Michael Karagianis has been appointed JANA's head of not-for profit, in addition to retaining ...

Superhero to launch super fund

KARREN VERGARA  |  MONDAY, 14 DEC 2020
Online trading platform Superhero will go after the $2.9 trillion superannuation market, launching an APRA-regulated fund in early 2021. While the super fund is open to everyone, it is eyeing members with an average age of 30 with a minimum of $10,000. ...

Clime appoints joint interim chief executives

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... non-executive directors. Clime also announced last month it had appointed Mercer as an investment adviser to support its managed account portfolios.

BlackRock to buy equity index firm

KARREN VERGARA  |  MONDAY, 30 NOV 2020
The investment giant is making a bigger play for wealthy investors, offering them a more personalised strategy with the acquisition of an equity index business for US$1.05 billion. BlackRock is set to acquire investment manager Aperio, which provides ...

AMP Capital invests in UK port

KARREN VERGARA  |  THURSDAY, 26 NOV 2020
AMP Capital has secured a stake in a UK port operator via its infrastructure debt fund. The firm originated and closed a stake in a junior holdco facility secured against Peel Ports within its AMP Capital Infrastructure Debt Fund IV (IDF IV). Peel Ports ...