Search Results | Showing 41 - 50 of 959 results for "Managed accounts" |
| | | ... 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. |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. |
| | | | ... 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 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 ... |
| | | | ... respectively. It recently grew funds under management, advice and mandates to $1.7 billion, offering individually managed accounts, managed funds and separately managed accounts. What Baragwanath is also prioritising is the rationalisation of products ... |
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