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Showing 51 - 60 of 873 results for %22Separately%22

CEFC backs agriculture investment platform

RACHEL ALEMBAKIS  |  WEDNESDAY, 21 JUN 2023
... is also an investor in the Gunn Agri Transforming Farming Platform, alongside the global Kempen SDG Farmland Fund. Separately, CEFC recently announced a $2 million investment in HydGene Renewables, an Australian company that has developed an alternative ...

ASX expands partnership program criteria

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... business. The new CIO role focuses on system resilience and the delivery of multi-year technology transformation programs. Separately, the ASX flagged it is considering the future of the ASX Managed Fund Settlement Service or mFunds and will release ...

Clime outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... grew to $5.6 billion in the March quarter. About $1.3 billion of this is held in individual managed accounts (IMAs), separately managed accounts (SMAs) and managed funds. It also holds $3.8 billion FUA with the Madison network and $0.5 billion on its ...

High Court rejects Mayfair 101 plea

JAMIE WILLIAMSON  |  MONDAY, 24 APR 2023
... anticipate this new trial, and the Parliamentary Inquiry into ASIC's conduct, will reveal just how broken ASIC really is." Separately, the Federal Court of Western Australia has scheduled a trial to commence December 4 in the defamation proceedings brought ...

UniSuper awards private debt mandate to Revolution AM

ANDREW MCKEAN  |  TUESDAY, 18 APR 2023
... Asset Management to manage an Australian and New Zealand private debt portfolio. Revolution Asset Management's separately managed portfolio, established earlier this year, has been actively allocating capital to senior secured Australian and New ...

ASIC bans Gold Coast adviser

CHLOE WALKER  |  FRIDAY, 31 MAR 2023
... needs. The layered advice strategy was a process by which clients were provided with superannuation and insurance advice separately, even though the insurance was held within the superannuation fund. ASIC suggested that by using the layered advice strategy ...

Managed accounts achieve record inflows: IMAP

CHLOE WALKER  |  TUESDAY, 28 MAR 2023
... and then provide tailored information for advisers to communicate proactively with clients." According to the census, separately managed accounts remain the most popular choice for consumers, seeing an 18% increase in six months. Meanwhile, managed discretionary ...

Advice industry must change as population ages: Expert

CASSANDRA BALDINI  |  WEDNESDAY, 22 MAR 2023
... to behave differently," he pointed out. "That's the biggest advice we can offer people; the financial side comes separately but once you think about health and what you want to do with your time you naturally start thinking about financial issues." ...

Praemium sees record earnings jump

CHLOE WALKER  |  MONDAY, 27 FEB 2023
... while total FUA was 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 ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... $287 million or 7% to $4.2 billion. It said direct funds under management via individually managed accounts (IMAs), separately managed accounts (SMAs) and managed funds added $98 million or 8% to $1.3 billion since 30 June 2022. It also reported, Madison ...