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Showing 41 - 50 of 950 results for "managed accounts"

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... 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 ...

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
... by 25% in FY25, reaching $256.24 billion by June 30. Report findings show that two thirds of advisers now use managed accounts, despite only one-third of advised assets being in managed portfolios. AMP general manager of managed portfolios and investments ...

Colonial First State partners with MST Financial

ANGELIQUE MINAS  |  TUESDAY, 23 SEP 2025
... as well as access, buy, hold, or sell notes for all companies under research coverage. Executive director of managed accounts Frances Taylor said: "In an environment flooded with market data, this collaboration helps advisers cut through the noise - ...

BT launches new low-cost investment menu

ANGELIQUE MINAS  |  FRIDAY, 19 SEP 2025
... partnership will enable a broad diversification across asset classes, as the platform allows BT to leverage its managed accounts capability and centralises Vanguard's global diversified portfolio. Focus boasts a selection of managed portfolios and funds ...

Salary report shows 23% pay gap for top BDMs

MICHELLE BALTAZAR  |  THURSDAY, 11 SEP 2025
... between the targets and the tough capital-raising environment last year has led to more BDMs changing roles, with managed accounts and ETF providers ranked high on their employer choice list.

Advisers favour third-party support in product selection

MATTHEW WAI  |  MONDAY, 8 SEP 2025
... and asset consultants continue to play a pivotal role in financial advisers' product selection, especially in managed accounts and superannuation, Investment Trends says. According to its 2025 Adviser Product and Marketing Needs Report, which provides ...

Praemium partners to offer more global options

MATTHEW WAI  |  TUESDAY, 2 SEP 2025
... excellence." Last month, Praemium reported net outflows for OneVue of $322 million for FY25; however, its separately managed accounts (SMA) business received net inflows of $610 million for the period. In total, Praemium's funds under administration ...

Alternatives, international equities dominate mandates

ELIZA BAVIN  |  FRIDAY, 29 AUG 2025
... mandates rose to 6007 in the March quarter of this year, according to the latest Rainmaker Mandate Chaser report. Managed accounts was the largest market segment with 2658, followed by 2368 for super, 770 for investment managers, and 211 for government ...

Centrepoint Alliance profits down $2.6m

MATTHEW WAI  |  WEDNESDAY, 27 AUG 2025
... dividend of 1.75 cents per share, to be paid on October 2, bringing total FY25 dividends to 3.0 cents per share. Managed accounts funds under management grew to $423 million, a 40% increase from FY24, driven by distribution across six investment and ...

Powerwrap drags Praemium performance, SMAs shine

KARREN VERGARA  |  MONDAY, 25 AUG 2025
Praemium's separately managed accounts (SMA) business reported $610 million of net inflows while Powerwrap's outflows topped $299 million for the 2025 financial year. In addition to the SMA business, total funds under administration (FUA) was ...