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Showing 441 - 450 of 985 results for "Managed Accounts"

Spitfire acquires adviser platform, names chief

ELIZABETH MCARTHUR, KARREN VERGARA  |  MONDAY, 3 JUN 2019
... senior roles, where he led the product development and design teams responsible for BT Panorama's investment, managed accounts and superannuation capabilities. He previously worked at Commonwealth Bank, Macquarie Bank, GBST and Morgan Stanley. Johnson ...

Managed accounts provider recruits portfolio manager

KARREN VERGARA  |  MONDAY, 3 JUN 2019
A managed accounts provider has hired a long-serving portfolio manager from Hyperion Asset Management. Elston Asset Management appointed Justin Woerner as a portfolio manager in April. He spent more than 14 years at Hyperion, starting out as an investment ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... go to the managed account service which does the most, in the judge's opinion, to advance the development of managed accounts. "Managed accounts are becoming a significant part of the advice profession, with many managers and licensees now offering portfolios," ...

SSGA launches four model portfolios

KARREN VERGARA  |  THURSDAY, 30 MAY 2019
... to implement - and sat within a model portfolio structure. Eighty-six percent of financial advisers that use managed accounts are searching for better solutions from clients in terms of portfolio construction, she told Financial Standard. "And in today's ...

Praemium signs new SMA deal

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
... solutions for many of its current and future clients. "We are delighted to have Pitcher Partners Brisbane as a new managed accounts partner," Praemium head of distribution Martin Morris said. "We pride ourselves on offering solutions that meet the demands ...

VGI Partners' dual pitch to investors

KANIKA SOOD  |  WEDNESDAY, 15 MAY 2019
... manages about $2.1 billion through its master fund ($814 million), offshore funds ($246 million), independently managed accounts ($438 million) and the LIC (to have $937 million after the LIC raise). Its net profit after tax stood at $34.9 million, almost ...

Multi-asset SMA launches

KARREN VERGARA  |  TUESDAY, 14 MAY 2019
A new managed accounts provider has launched a private label, multi-asset separately managed account. Sydney-based investment research and managed accounts firm, Resonant Asset Management, has made the SMA available to financial advisers and dealer ...

Boutique appoints portfolio manager

KANIKA SOOD  |  WEDNESDAY, 8 MAY 2019
... work with equities: OC Funds Management is an Aussie small caps manager; Ralton works with Australian equity managed accounts; Veritum Asset Management invests in income-generating equities and Chester Asset Management is a high conviction equities m ...

Lonsec to acquire in-house managed account offerings

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
... was becoming increasingly difficult for advisers and licensees to charge portfolio management fees for in-house managed accounts. It also noted ASIC is investigating the integrity of managed accounts constructed by advice licensees who may not have the ...

Pendal profits plunge, advisers remain positive

KANIKA SOOD  |  THURSDAY, 2 MAY 2019
... through Pendal is now in MySuper corporate super mandates, multi-manager mandates, Westpac's life company and managed accounts. Pendal also has a relationship with Viridan Advisory, which bought Westpac advisers earlier this year. "We recognise their ...