Search Results | Showing 51 - 60 of 974 results for "Managed accounts" |
| | | ... (2025), and contributing to the growth of the group's subsidiaries GenLife (investment bonds) and Evidentia (managed accounts) into scalable, capital-light platform," he said. "Terence will remain with GDG through the end of the 2026 financial year to ... |
| | | | ... investments, while providing "advisers the benefits that come from utilising a managed account structure", BT head of managed accounts Zac Leman said previously. Now, the offering has been expanded to the broader advice market through retail IDPS and ... |
| | | | ... appointed Aman Ramrakha as chief investment officer, tasked with overseeing its investments solutions, including managed accounts offerings. 4. Tranche 2 of DBFO dumps SOAs, enables 'nudges' The long-awaited Tranche 2 of the Delivering Better ... |
| | | | ... targets family offices, ultra-high-net-worth investors, and offers direct investments such as unit trusts and managed accounts, and indirectly via financial advisers. Super funds increasingly moving money to be managed internally is a growing trend that ... |
| | | | ... reduce by over $2.6 million in FY25 on the back of increased expenses. EBITDA increased by 16% to $10.6 million. Managed accounts funds under management grew to $423 million, a 40% increase from FY24, driven by distribution across six investment and ... |
| | | | ... two business units - Lonsec Research and Ratings, and Evidentia Group. This followed the purchase of specialist managed accounts business Evidentia Group by Lonsec's parent company, Generation Development Group. |
| | | | Managed accounts provider Trellia Wealth Partners has made its first managing partner appointment, signalling a new phase of growth for the $10 billion business. In the new role, Cameron Spittle will oversee all aspects of the business, including strategic ... |
| | | | ... from JBWere where he spent 29 years working in senior roles that culminated in leading the discretionary and managed accounts business. Following the completion, AUSIEX chief executive Patrick Salis told Financial Standard that the core FIIG business ... |
| | | | 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 ... |
| | | | ... leverage expertise from others through partnerships. Meanwhile, for core activities, the report pointed out that managed accounts continue to help scale investment executions, while artificial intelligence (AI) and technology will offer more efficiency ... |
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