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Showing 41 - 50 of 403 results for "Model portfolio"

Alpine Capital launches in Melbourne

CHLOE WALKER  |  FRIDAY, 20 OCT 2023
Newly formed RE Capital Advisory has teamed up with stockbroking giant Wentworth Securities (Wentworth) to launch Alpine Capital, an emerging company advisor, stockbroker, and wealth management platform. The new team at Alpine Capital includes RE Capital ...

Colonial First State previews new MA offering

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
... separately managed account (SMA) inside other portfolio types such as another SMA, managed discretionary account, or model portfolio. "The Accelerate Series will deliver a full-service solution designed to be suitable for a wide range of clients, from ...

MA Financial strengthens lending business

CHLOE WALKER  |  MONDAY, 28 AUG 2023
... portfolios didn't have a big allocation to private credit," he reflects. "Back then, everyone thought the model portfolio was equities and corporate bonds, and often fixed rate corporate bonds, when really, there was this whole world of private credit ...

Zenith chief exits, names successor

KARREN VERGARA  |  MONDAY, 21 AUG 2023
The chief executive of Zenith Investment Partners will step down as the firm's chief operating officer assumes the top job. David Wright vacates the role of chief executive at the end of the year but remains at Zenith to take on a newly created ...

Nuveen, Commonwealth Private partner to launch REIT

CASSANDRA BALDINI  |  FRIDAY, 30 JUN 2023
The Nuveen Global Cities Real Estate Fund is the asset managers' first locally domiciled unit trust for Australian private wealth clients. The new vehicle serves as an Australian-domiciled feeder into Nuveen's listed global cities real estate ...

Love affair with managed accounts continues

CHLOE WALKER  |  TUESDAY, 4 APR 2023
... they're implementing through managed accounts solutions." State Street Global Advisors vice president and ETF model portfolio Sinead Schaffer said within managed account portfolios, ETFs, direct shares and managed funds were the most popular products ...

Kapstream wins new mandate

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... $1.93 billion. In the latest reporting period, Australian Ethical landed in 15 new approved products lists and model portfolio inclusions across different financial advice and private wealth channels. During 2022, the fund manager also saw a 53% rise ...

Advice firm launches Sharia-compliant platform

CASSANDRA BALDINI  |  THURSDAY, 2 MAR 2023
... investing while revolutionising the way the Islamic community in Australia can invest. The Meezan Islamic Growth model portfolio targets a return of CPI plus 4.5% per annum from a portfolio of 10 to 30 Australian and international holdings predominantly ...

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
With more than half of Australia's financial advisers now using managed accounts, State Street ETF model portfolio strategist Sinead Schaffer says their popularity is only going to continue to rise. Speaking with Financial Standard, Schaffer said ...

HUB24 inflows slow amid challenging market dynamics

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... 3,392, up 8.5% from the previous corresponding period. Regarding financial advisers, HUB24 said that its enhanced model portfolio functionality to improve advisers' ability to manage assets and can create bespoke investment strategies for clients. ...