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Showing 61 - 70 of 950 results for "managed accounts"

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
Betashares is acquiring managed accounts business InvestSense to create Trellia Wealth Partners out of the deal. Trellia will have about $8 billion in funds under management and will operate as a standalone business, of which Betashares will contribute ...

Coller Capital closes $10bn private credit strategy

MATTHEW WAI  |  WEDNESDAY, 9 JUL 2025
... US$10 billion ($15bn) to date. Its credit platform includes commingled funds, co-investment vehicles, separately managed accounts, and its credit-focused perpetual funds. The firm launched two secondaries strategies in Australia over the past year, each ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... Hutchison said. "We're really excited to support advice practices large and small with a tailored entry point into managed accounts, by providing them with the capability to tailor portfolios without a full build - and create a way they can benefit from ...

APRA dissects retirement products for the first time

KARREN VERGARA  |  FRIDAY, 27 JUN 2025
... billion. Some $115.7 billion is in single manager unlisted strategies, while $38.2 billion is held in separately managed accounts (SMAs) on platforms. There is about $27.3 billion held in single asset strategies sitting on platforms. Meanwhile, public ...

InvestSMART names chief operating officer

ELIZA BAVIN  |  THURSDAY, 26 JUN 2025
... growing funds under management. As at 31 December 2024, InvestSMART had $671 million FUM, managing professionally managed accounts on behalf of 2950 clients. "Andrew brings extensive senior financial leadership experience with a proven track record in ...

Scrutiny, costs major hurdles to boosting IPOs

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... structure, saying the increase in disintermediation in markets and rise of exchange-traded funds and separately managed accounts may prove efficient for the wealth management industry and its clients - but it's less positive for listed companies. This ...

Zenith to farewell co-founder, managing director

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... "Both David and Jason have played an instrumental role in shaping the leading investment research, ratings and managed accounts business that exists today," Zenith said. "Their vision, leadership and hard work have helped build a strong foundation for ...

BlackRock takes stake in Generation Life parent company

ANDREW MCKEAN  |  THURSDAY, 8 MAY 2025
... recently entered the ASX 200, which was announce in a quarterly update that reported record inflows across its managed accounts and investment bonds businesses. BlackRock's head of Australasia Jason Collins said the firm's investment in GDG will ...

JP Morgan AM hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... the rapidly growing market. Stefania Vivarini is credited with launching Vanguard's ETF-based separately managed accounts. Vivarini - who has two decades of investment product distribution experience under her belt - was most recently the national ...

Generation Development Group enters ASX 200

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
Generation Development Group has posted record inflows across its managed accounts and investment bonds businesses and capped off the milestone by entering the ASX 200. The group's funds under management (FUM) increased to $26.8 billion in the March ...