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Showing 61 - 70 of 985 results for "Managed Accounts"

Betashares launches retirement income SMAs on CFS Edge

MATTHEW WAI  |  WEDNESDAY, 14 JAN 2026
... aims to offer retirees an enhanced income of 2% p.a. above traditional benchmark portfolios through separately managed accounts (SMAs) on the CFS Edge platform. The SMAs leverage Betashares' institutional-grade investment solutions and portfolio construction ...

GDG hires chief financial officer

KARREN VERGARA  |  TUESDAY, 23 DEC 2025
... (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 ...

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
... 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 ...

Most read in 2025: Financial advice

STAFF WRITER  |  FRIDAY, 19 DEC 2025
... 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 ...

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... 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 ...

Centrepoint Alliance expects core profit to top guidance

RIDDHIMA TALWANI  |  TUESDAY, 16 DEC 2025
... 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 ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
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 ...

Investment veteran wraps 30 year career

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... 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.

MST Financial acquires FIIG Securities' unit, boosts assets

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
... 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 ...

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
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 ...