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Showing 31 - 40 of 807 results for "managed accounts"

Centrepoint names new chair, borrows $10m for M&A

CASSANDRA BALDINI  |  WEDNESDAY, 23 AUG 2023
... experience to capitalise on the opportunities that lie ahead," Centrepoint Alliance said. Finally, initiatives to grow managed accounts continue to progress. "Over the last 12 months the business has strengthened governance with a majority non-executive ...

APIR reports surge in new financial products

ANDREW MCKEAN  |  FRIDAY, 11 AUG 2023
... has noted a significant rise in the registrations of new financial products, particularly of managed funds and managed accounts. According to APIR chief executive Chris Donohoe, while product registrations were slightly down from the previous year's ...

Lonsec appoints new investments leadership

CHLOE WALKER  |  THURSDAY, 10 AUG 2023
... in responsible investing." "Nathan joins the business at an exciting time as we continue to grow our expanding managed accounts business. This includes renewing our commitment to partner with quality advice businesses to support them with tailored managed ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... Edge will be able to tap into other parts of the market," Quirk said. Another key aspect of Edge is its rich managed accounts capability. "This is the first major platform being deployed in the Australian market since managed accounts have become so ...

InvestSense welcomes distribution lead

CHLOE WALKER  |  WEDNESDAY, 19 JUL 2023
The investment management consultancy firm, which specialises in multi-asset managed accounts, has brought John Nicoll on as distribution executive. Nicoll brings over 22 years of experience in the financial services sector, having previously served ...

abrdn's Jollie outlines next steps

ELIZABETH FRY  |  FRIDAY, 7 JUL 2023
... Australian investors. "abrdn remains committed to the Australian market through differentiated investment solutions, managed accounts, active ETFs, sustainable investment strategies and digital advice." Some people remain on the ground to support these ...

Netwealth relaunches Wealth Accelerator

JAMIE WILLIAMSON  |  FRIDAY, 30 JUN 2023
... will continue to be able to access a rich suite of online features, such as sophisticated cash management tools, managed accounts technology and automated rebalancing and Record of Advice functionality," Netwealth added. Commenting, Netwealth managing ...

abrdn sells local trustee business

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... Macdonald said. "abrdn remains committed to the Australian market through differentiated investment solutions, managed accounts, active ETFs, sustainable investment strategies and digital advice." Fletcher added: "We look forward to working with the ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... area where we think are interesting opportunities, and we want to leverage our strengths. We are very strong in managed accounts and we're very strong in digital, so we see those areas as great opportunities to continue to be market leaders," he ...

Income Asset Management buys credit fund

CHLOE WALKER  |  THURSDAY, 25 MAY 2023
... build a formidable funds management business across formal discretionary funds, non-discretionary model bond managed accounts and Funds distribution business. "We have exited the 25% investment in an external fund manager, significantly reduced future ...