Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 551 - 560 of 8451 results for "Managed"

ASIC loses Block Earner case

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... legal advice beforehand. This is despite a ruling in February of the same year stating that Earner was operating as a managed investment scheme without a licence. On 9 July 2024, Block Earner cross-appealed the Federal Court's decision that it needed ...

Insignia Financial trims $5bn off FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
... Meantime, the asset management unit's FUM decreased by 1.2%. While net inflows were positive, particularly driven by the managed accounts offering, it was fixed income that saw outflows here. "Institutional net flows can be volatile quarter on quarter ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
Investment philosophy and portfolio performance are the main reasons why financial advisers have chosen their managed accounts provider, new research from Zenith Investment Partners show. The Unlocking Advice Efficiencies in 2025 report found that half ...

Prime Financial Group buys Lincoln Indicators

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
The ASX-listed wealth manager is acquiring Lincoln Indicators, expanding its presence in the high-net-worth and self-managed super spaces. Based in Melbourne, Lincoln Indicators is a provider of investment research and portfolio, platform and funds ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
... Story absorb Baker Young's 6000 client accounts and $700 million in funds under management, including $180 million in managed discretionary accounts. The Baker Young brand will be retained as a division within Equity Story, with co-founders and joint ...

Macquarie divests North America, Europe asset management units to Nomura

KARREN VERGARA  |  TUESDAY, 22 APR 2025
... 2010, a US mutual funds business established in 1929. It then acquired Waddell & Reed in 2021, adding to its actively managed, long-term, open-ended US mutual fund manager capabilities. The head of MAM Ben Way said: "We are proud of the public investments ...

Ex-MLC private equity exec joins Melbourne boutique

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... Bank and Macquarie Capital, focusing on due diligence, valuation and investment risk. At Macquarie Capital, Zimmermann managed private capital programs exceeding $5.5 billion and executed direct, co-investment, and fund deals. His previous roles in M&A ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... Mercer in July 201 in a senior consulting role, his financial services experience included four years at van Eyk, where he managed relationships with major wealth management corporations and headed up the establishment of van Eyk in New Zealand. Additionally ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
The ASX-listed manager's new managed account provides access to the institutional corporate syndicated loan market, offering an "attractive alternative" to traditional private credit funds. The new Income Asset Management (IAM) offering provides private ...

Global investor services group enters Australia

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... Group's addressable market spans the four key reporting segments of trustees - securitisation, wholesale loans, funds, and managed investment trusts, each of which have unique market dynamics and client requirements," Pesco said. "As the only scaled ...