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Showing 771 - 780 of 8652 results for "Managed"

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... total FUA, or $1 billion, it said. Funds under management (FUM) net flows grew $1 billion, buoyed to $24.8 billion, while managed account net flows were 42% higher than the prior corresponding period, with a closing balance of $21.4 billion. Looking ...

Aware Super spends $1.6bn on Australia's 'largest' intermodal terminal

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... 3000 jobs. MIIX, which includes the nation's first privately funded open-access intermodal freight terminal, is owned and managed by Aware Real Estate and developed in partnership with Barings. Aware Super's subsidiary Intermodal Terminal Company (ITC) ...

Cbus plays it steady amid rocky start to the year

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... Gavin said the new strategy initially focused on the ASX 100 stocks, complementing the fund's small-cap team, which has managed the ex-100 segment for around five years. "We wanted to augment that with a core strategy that can manage the large caps," ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... Investments as its consulting partner amid closing its Australian equities solutions within its multi-asset separately managed accounts (SMAs). Russell was tasked to develop and actively manage a factor-based Australian equities solution and a customised ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... managers, with annual fee revenue determined by a fund's size multiplied by the Total Cost Ratio. Mercer, which runs dozens of managed funds with $73.8 billion in funds under management (FUM), topped the list for annual fee revenue, raking in $395 million ...

UGC's AFCA membership to cease

KARREN VERGARA  |  MONDAY, 7 APR 2025
... significant losses. "Let's say a client was advised to switch from an APRA-regulated superannuation fund to a self-managed super fund (SMSF) with most of the assets placed in a high-risk product. Having found the advice to be inappropriate, under ...

Platinum funds merger to go ahead

ELIZA BAVIN  |  MONDAY, 7 APR 2025
... time, retaining the investment manager and strategy that investors have chosen," Platinum said. "PAXX, being an open-ended managed fund traded on the ASX, also provides investors with an ability to exit at any time at or around net asset value." In addition ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... realign their portfolios and strategies in response to their new financial reality, ensuring their wealth is effectively managed and grown over time," Jackson continued. "There is a significant opportunity for professional advisers to provide critical ...

Barings expands local wealth team

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... wealth investors - the Barings Australian Private Credit Fund and the Barings Liquidity Investment Strategy. The latter is managed by Gryphon Capital Investments, which was acquired by Barings in March 2023, and is to be fully merged into Barings' structured ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... servicing over 400 advisers and managing more than $25 billion in funds under advice, including approximately $6 billion in managed accounts.