Search Results | Showing 51 - 60 of 886 results for %22Custom Portfolio%22 |
| | ... with stop orders, which have also been applied to its Voyager Funds series. The orders apply to the Spaceship Earth Portfolio, Spaceship Origin Portfolio, Spaceship Universe Portfolio, and Spaceship Super - marking the first time a super fund has been ... |
| | | ... Gurner added the group's access to capital and "shovel-ready" sites mean it's able to move quickly and rapidly on its portfolio. "Our aim is to have 5000 apartments worth $5 billion under management by 2026 and we are well on the way to achieving this ... |
| | | ... portfolio to a variety or residential properties nationwide. Since its inception in December 2022, as part of a Custom portfolio, the Raiz Property Fund experienced "significant interest", prompting Raiz to devise bespoke portfolios for property investments. ... |
| | | ... director James Scott will join Simplyai as its new chair. Already, he serves as chair of Liverpool's technology portfolio company Siesma. "I am pleased to be appointed chair to assist Simplyai in achieving its future ambitions," he said. "The sector ... |
| | | ... defined too broadly (15 stop orders), unsuitable investor risk profiles used (21 stop orders) and inappropriate levels of portfolio allocation used (10 stop orders). It also found deficiencies across unsuitable investment timeframes and or withdrawal ... |
| | | GBST has bolstered its fintech portfolio by acquiring WealthConnect, the flagship product of the now-defunct financial software provider Creativemass, for an undisclosed amount. WealthConnect is a digital practice management, customer relationship management ... |
| | | ... Reporting feature, HUB24 Present, was also upgraded allowing advisers to incorporate a client's off-platform assets into portfolio dashboards and client reports. Also announced, during the quarter Craig Apps was appointed chief product and innovation ... |
| | | ... and a discount of up to 17% on some bundled products. Healthier Life Reward forms part of AIA's Priority Protection portfolio. In an update to Priority Protection, AIA has amended past and future medical definition pass-back upgrades, whereby customers ... |
| | | ... framework and mandate established by the board. It also reinforced that the losses had only a small impact on its overall portfolio and on some members' pensions. However, it said the losses "have seriously damaged confidence in Alecta's asset management" ... |
| | | Saxo Australia today launched a suite of managed portfolios targeting self-directed investors and self-managed super funds. SaxoSelect offers seven managed portfolios with actively managed and index-based strategies. Three offerings are managed by BlackRock ... |
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