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Showing 41 - 50 of 1238 results for "managed account"

Praemium governance executive joins MST

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
... Research Institute. The transaction saw MST acquire FIIG's fixed income management funds and individually managed account portfolio services, with FIIG's investment management team also joining the firm.

GDG hires chief financial officer

KARREN VERGARA  |  TUESDAY, 23 DEC 2025
Generation Development Group (GDG) has appointed a new chief financial officer as the incumbent steps down after more than seven years. Terence Wong has resigned from his role as finance chief and will stay with the company until June 2026. Wong joined ...

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
... a new private income portfolio designed to support retirement income. The Drummond Private Markets Separately Managed Account (SMA) was launched on the BT Panorama platform in May 2024, offering high-net-worth (HNW) clients access to a portfolio of private ...

Most read in 2025: Financial advice

STAFF WRITER  |  FRIDAY, 19 DEC 2025
There was no shortage of news impacting the financial advice community this year, with advisers bearing the brunt of negative sentiment in the wake of First Guardian and Shield collapses. But there were some bright spots throughout the year, including ...

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
The closures of several active fund managers following the loss of a major mandate has underscored the importance of having a diversified client base, as one $2.2 billion manager warns this has become a substantial business risk. This year alone saw ...

Centrepoint Alliance expects core profit to top guidance

RIDDHIMA TALWANI  |  TUESDAY, 16 DEC 2025
Centrepoint Alliance said it expects strong momentum to push its core profit to the top end of its guidance of $11.5 million to $12 million for the full year. The financial services firm forecasts EBITDA for H1 FY26 at $6 million, a 13% jump in earnings ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... ensuring excellence in investment, operations and technology capabilities. The firm, which now manages a range of managed account investment solutions, was formed through the recent merger of Betashares' managed accounts business and InvestSense ...

Investment veteran wraps 30 year career

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... the future." The Evidentia/ Lonsec deal was complex. Put simply, in February, Lonsec Group's research and managed account business was split into two business units - Lonsec Research and Ratings, and Evidentia Group. This followed the purchase of ...

MST Financial acquires FIIG Securities' unit, boosts assets

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
... AUSIEX. After acquiring FIIG in May, AUSIEX has transferred the former's income managed funds and individually managed account (IMA) portfolio management service to MST Financial for an undisclosed figure. Investment management responsibility of the ...

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
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 ...