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Showing 451 - 460 of 952 results for "Managed Accounts"

Copia builds distribution team

KANIKA SOOD  |  THURSDAY, 13 DEC 2018
... 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 which is a high conviction equities ...

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... not involved in selecting individual investments, instead relying on model portfolios, multi-manager funds or managed accounts.

ASIC funding numbers released

HARRISON WORLEY  |  THURSDAY, 6 DEC 2018
... model. These alone totalled more than $25 million. Conversely, superannuation funds, investment managers and managed accounts providers surrendered about $45 million to the corporate regulator, with responsible entities contributing $22.7 million. The ...

Fund manager launches HNW advice

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... effective 31 December 2018. He will continue as a director and chair of Clime Capital. Clime offers individually managed accounts, managed funds and two listed investment companies, Clime Capital (ASX: CAM) and CBG Capital (ASX: CBC).

Morningstar IM appoints regional chief investment officer

KANIKA SOOD  |  TUESDAY, 13 NOV 2018
... Morningstar's investment management teams in Australia and oversee the multi-asset and equity managed funds and managed accounts capabilities. He will report to Morningstar IM group president and global chief investment officer Daniel Needham. "We believe ...

Hedge funds fall out of favour with instos: Report

KARREN VERGARA  |  FRIDAY, 9 NOV 2018
... Hedge fund managers are appeasing these needs by increasing or planning to increase the number of separately managed accounts (SMAs) and funds they offer. On the artificial intelligence front, nearly three times as many hedge fund managers are using ...

Managed accounts provider enters crowdfunding

DARREN SNYDER  |  WEDNESDAY, 7 NOV 2018
ASIC has granted a variation to the AFSL of a managed accounts provider, allowing it to provide an equity crowdfunding service. BIR Financial told shareholders that its securities trading and corporate advisory business, Pulse Markets, was recently ...

Managed accounts provider replaces Praemium

KANIKA SOOD  |  FRIDAY, 2 NOV 2018
A managed accounts provider is replacing its Praemium-powered separately managed accounts (SMA) with a new solution, lowering fees. InvestSMART is transitioning about $100 million of client money from its Praemium SMAs to a new professionally managed ...

Diversa executive joins managed accounts specialist

DARREN SNYDER  |  THURSDAY, 1 NOV 2018
The head of sales and relationship management at Diversa Trustees has moved to a managed accounts provider with the task of expanding its superannuation solution, following an acquisition. Joining Managed Accounts Holdings (MGP) as its head of trustee ...

AMP hires from MLC

KANIKA SOOD  |  THURSDAY, 1 NOV 2018
... distribution, Southern region. The post he leaves vacant is going to Shaun Egan, who led MLC's wrap platform and managed accounts business. As AMP's new head of platform development, Egan will be responsible for strengthening AMP's $39 billion North ...