Search Results | Showing 41 - 50 of 808 results for "Managed accounts" |
| | ... 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 ... |
| | | ... will finalise later this year. PPM, also know as BT Private Portfolio as per its website, offers individually managed accounts. It is distinct from BT's overall managed accounts business. "The addition of PPM allows us to service the entire investor ... |
| | | ... management business, funds on the platform slightly rose to $123.1 billion or 4% year on year. Macquarie Wrap's managed accounts offering saw a 33% jump in funds under administration to $10.5 billion. Overall, Macquarie Group recorded a net profit ... |
| | | Clime Investment Management said it will increase investment in its managed accounts capability following strong client demand, while also flagging its first family office consulting mandate. In an update to the ASX, Clime said its total funds under ... |
| | | ... industry today." Since the acquisition of Implemented Portfolios, Wright added, Lonsec's distribution team and its managed accounts offering have both expanded. "We are excited about Marc joining the business to help take them to the next level," he ... |
| | | The proportion of Australian financial advisers using managed accounts has more than tripled from 17% a decade ago to a record high of 56% now, according to the latest report by State Street and Investment Trends. The latest SPDR ETFs/ Investment Trends ... |
| | | In the six months to 31 December 2022, funds under management (FUM) in managed accounts increased to reach a new high of $144.5 billion, according to the latest data by the Institute of Managed Account Professionals (IMAP) and Milliman. This is up 9.8% ... |
| | | Morningstar has launched six managed accounts products that aim to help financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded ... |
| | | ... provision of financial education, goal setting and strategic retirement planning, as well as taking up the use of managed accounts. "Over the last 20-30 years, investors have become used to consistent returns in the vicinity of 8-10% per annum from equities. ... |
| | | ... their focus on the investment menu," said Investment Trends director Paul McGivern. The market researcher said managed accounts continue to appeal to financial advisers and platforms have significantly expanded the number of models and managers they ... |
|