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Showing 31 - 40 of 950 results for "Managed accounts"

Centrepoint Alliance expects core profit to top guidance

RIDDHIMA TALWANI  |  TUESDAY, 16 DEC 2025
... reduce by over $2.6 million in FY25 on the back of increased expenses. EBITDA increased by 16% to $10.6 million. Managed accounts funds under management grew to $423 million, a 40% increase from FY24, driven by distribution across six investment and ...

Investment veteran wraps 30 year career

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... two business units - Lonsec Research and Ratings, and Evidentia Group. This followed the purchase of specialist managed accounts business Evidentia Group by Lonsec's parent company, Generation Development Group.

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
Managed accounts provider Trellia Wealth Partners has made its first managing partner appointment, signalling a new phase of growth for the $10 billion business. In the new role, Cameron Spittle will oversee all aspects of the business, including strategic ...

MST Financial acquires FIIG Securities' unit, boosts assets

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
... from JBWere where he spent 29 years working in senior roles that culminated in leading the discretionary and managed accounts business. Following the completion, AUSIEX chief executive Patrick Salis told Financial Standard that the core FIIG business ...

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
Managed accounts firm Evidentia Group will acquire practice management advisory firm Encore Advisory Group. The partnership will deepen Evidentia's business consulting capabilities, it said. Encore has over 20 years of experience in supporting financial ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
... leverage expertise from others through partnerships. Meanwhile, for core activities, the report pointed out that managed accounts continue to help scale investment executions, while artificial intelligence (AI) and technology will offer more efficiency ...

ASIC targets potential vertical integration in managed accounts

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
... Stopping short of calling it vertically integrated, ASIC warns it aims to uncover any conflicts of interests in the managed accounts sector particularly as more AFSLs build in-house products. ASIC commissioner Alan Kirkland said the managed accounts ...

Lonsec recruits sales head

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... two business units - Lonsec Research and Ratings, and Evidentia Group. This followed the purchase of specialist managed accounts business Evidentia Group by Lonsec's parent company, Generation Development Group.

Vanguard partners to launch core-satellite portfolios for advisers

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... model portfolio offering. The Vanguard Core-Satellite Model Portfolios are available to advisers as separately managed accounts (SMAs) and encompass five multi-asset portfolio options ranging from 'Conservative' to 'All Growth'. Designed for long-term ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... full implementation as they look to maintain oversight for nuanced judgment calls. "With data, automation, and managed accounts, Stars are transforming investment operations into a streamlined, intelligent system," Netwealth said. "Over six in 10 Stars ...