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Showing 31 - 40 of 175 results for "Managed portfolios"

AMP upgrades North investment platform

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
... track the progress of trades and receive estimated completion dates for switches. As of February 28, North's managed portfolios have surpassed $14 billion, growing 66% year-over-year. Its retail menu includes 112 portfolios from 19 investment managers ...

InvestSMART launches investing platform

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
... designed to help Australians build long-term wealth." "The ability to white label InvestSMART's professionally managed portfolios and sing a long-term licence for the sophisticated technology allows us to empower more Australians to build wealth with ...

AMP reports boost in IFA flows, mulls advice unit options

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2024
... the wealth firm recorded a 33% year on year jump in IFA flows into its flagship North platform. North's managed portfolios reached $13 billion in AUM at the end of 2023. The platforms business made $90 million in underlying net profit, up from $65 ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... wealth accumulators and later-stage retirees, providing cost-effective access to a streamlined selection of managed portfolios. The Discover offering, now available on HUB24 Invest, Super and Pension, encompasses a range of passive, active and ESG-managed ...

AMP North incorporates DNR Capital, Morningstar managed portfolios

ANDREW MCKEAN  |  THURSDAY, 9 NOV 2023
AMP North has broadened its investment menu, with the addition of seven new ESG and multi-asset actively managed portfolios from DNR Capital and Morningstar. The investment platform has added DNR Capital's Australian Equities Socially Responsible portfolio ...

HUB24 launches investment options

KARREN VERGARA  |  TUESDAY, 17 OCT 2023
... Discover joins HUB24's current stable of Choice and Core investment menus, providing advisers with a selection of managed portfolios. Also from next month, HUB24 will reduce percentage-based tiered administration fees in its HUB24 Super and HUB24 Invest ...

Former Australian Ethical investment chief lands new gig

CASSANDRA BALDINI  |  MONDAY, 9 OCT 2023
... responsible for the strategic and dynamic asset allocation solutions for Mason Stevens' platform clients running managed portfolios, Masons Stevens said. His most recent role was as the chief investment officer at Australian Ethical, where he led the ...

Advisers seek safe haven in fixed interest: AMP

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... deposits range from 30 days to five years and will debut on the platform next week. Further, North added six new managed portfolios that invest in ETFs, specifically the iShares Enhanced Strategic Index Portfolios range, which are managed by BlackRock. ...

Koda Capital restructures Investment Strategy Group team

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2023
... and also has experience at Old Mutual and Sanlam Investments. James Gouldson also joined in May as head of managed portfolios, based in the Perth office. The changes are the result of a six-month process aimed at strengthening capabilities and enhancing ...

Saxo APAC asset management lead exits

KARREN VERGARA  |  MONDAY, 4 SEP 2023
... digital wealth adviser SaxoWealthCare in Singapore and Hong Kong and oversaw the introduction of the SaxoSelect managed portfolios in Australia in March 2023. At the time Prasad told Financial Standard that the new products offered seven managed portfolios ...