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Showing 41 - 50 of 807 results for "managed accounts"

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... 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 ...

Private markets boost Macquarie AM results

KARREN VERGARA  |  FRIDAY, 5 MAY 2023
... 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 outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
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 ...

Lonsec nabs Franklin Templeton sales director

CHLOE WALKER  |  MONDAY, 24 APR 2023
... 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 ...

Love affair with managed accounts continues

CHLOE WALKER  |  TUESDAY, 4 APR 2023
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 ...

Managed accounts achieve record inflows: IMAP

CHLOE WALKER  |  TUESDAY, 28 MAR 2023
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 launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
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 ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... 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. ...

HUB24 tops platform rankings

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... 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 ...

Praemium sees record earnings jump

CHLOE WALKER  |  MONDAY, 27 FEB 2023
... up 6% to $42.7 billion. Its FUA is made up of $20.9 billion on its platform (up 7%), $9 billion in separately managed accounts (up 11%), $12 billion on Powerwrap (up 11%), and $21.8 billion in non-custodial holdings (up 4%). Despite the growth, it recorded ...