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Showing 511 - 520 of 8451 results for "Managed"

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... running wealth management divisions at Solomon Smith Barney and UBS. McNaughton joined from UBS Asset Management, where she managed investment strategy, before serving as head of asset allocation at Wilsons Advisory and subsequently accepting the investment ...

QIC hires institutional sales director

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... list and model portfolios for advisors. In the role, she was tasked with conducting due diligence on a broad range of managed funds to identify and recommend investments aligned with client needs and regulations. Before that, Abercromby worked for 11 ...

Most investment managers see outflows - but who captured the most?

ANDREW MCKEAN  |  THURSDAY, 22 MAY 2025
... flows. ETPs, meanwhile, saw a 24% year-on-year ($40 billion), with 17% driven by net flows and 7% from market gains. "The managed funds industry continues to attract funds, but there's a sharp contrast between unlisted unit trusts and ETFs," Rainmaker ...

MA Financial eyes acquisition

ELIZA BAVIN  |  WEDNESDAY, 21 MAY 2025
... in senior secured loans to US middle market borrowers. MA Financial will contribute to the investible capital via its managed funds. MA Financial Group head of global credit solutions Frank Danieli said the partnership is the "next evolution" in private ...

Managed funds should be 'prepared to take less'

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
Two experts have said managed funds would be a more popular investment if they "took a little less for themselves". Speaking at the Stockbrokers and Investment Advisers Association's (SIAA) 2025 conference, experts working across listed investment ...

Stockbroking faces 'perception problem'

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... by the end of this decade, and some reports locally are saying that's going to be up around 60-65% of wealth to be managed by women in 10 years' time. That's mind blowing in a lot of ways." Inns encouraged businesses to take note of the language ...

Scrutiny, costs major hurdles to boosting IPOs

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... market structure, saying the increase in disintermediation in markets and rise of exchange-traded funds and separately managed accounts may prove efficient for the wealth management industry and its clients - but it's less positive for listed companies. ...

Vanguard Super leads in organic growth: KPMG

ANDREW MCKEAN  |  TUESDAY, 20 MAY 2025
... in FY24, with their market share rising by 1.8% - from 38.2% to 40%. Industry fund growth came at the expense of self-managed super funds (SMSFs), which shrank from 24.5% to 22.7%. Over the past five years, industry funds have "gained significant momentum," ...

Zenith to farewell co-founder, managing director

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... business. "Both David and Jason have played an instrumental role in shaping the leading investment research, ratings and managed accounts business that exists today," Zenith said. "Their vision, leadership and hard work have helped build a strong foundation ...

Size of super impacting capital markets

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... sectors. We're seeing an evolution of markets here, of capital. We're seeing a concentration on one end of the self-managed super side, and then we're seeing a concentration the other side, we're seeing competition for funds through the ...