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Showing 71 - 80 of 100+ results for "Managed accounts"

ESG managed accounts on the rise

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
Financial advisers are turning to managed accounts when looking to implement responsible investment solutions for their clients, new research shows. The latest SPDR ETFs/Investment Trends Managed Accounts Report showed 72% of advisers prefer to use ...

Elston grows distribution team

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... appointed as a senior business development manager and joins from Lonsec where he was responsible for growth among managed accounts across Victoria and South Australia. Weber was previously a business development associate at HUB24 and spent five years ...

MLC enhances managed accounts leadership

ANNABELLE DICKSON  |  TUESDAY, 6 APR 2021
MLC Asset Management has made two appointments to its managed accounts team, hiring from Xplore Wealth and Mercer. Neil Gellett has been named head of managed accounts and joins from Xplore Wealth where he was head of product. Prior to this, he was ...

Praemium expands distribution footprint

KARREN VERGARA  |  TUESDAY, 6 APR 2021
... commercial officer Mat Walker. Wright joined from Centrepoint Alliance where he worked across the firm's Ventura Managed Accounts Portfolios. He was at Centrepoint for almost seven years, starting out as a national sales manager and then moving on to ...

Milliman hires head of distribution

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
Milliman has appointed a new retail distribution lead who will ramp up the firm's managed accounts offering. Durand Oliver will help expand Milliman's investment solutions offering for the retail market in the newly created role. As head of ...

HUB24 hits fund managers with higher fees

KANIKA SOOD  |  FRIDAY, 19 MAR 2021
... growth of about 32.2%), giving it a 2.3% market share according to Plan for Life. Since then it has acquired managed accounts provider Xplore Wealth. HUB24 currently tops Investment Trends' rankings of platform functionality, marginally beating N ...

Foresight Analytics acquires research firm

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... from Australia Ratings Group. ARA provides investment ratings on wholesale and retail managed funds, separately managed accounts and exchange traded products. It can also create benchmark portfolios/indices for calculation of debt risk premiums. Foresight ...

Managed accounts FUM inch to $100bn

KARREN VERGARA  |  FRIDAY, 12 MAR 2021
Managed accounts assets reached a record $95.2 billion at the end of 2020 thanks in part to stock markets rebounding. According to the Institute of Managed Account Professionals chair Toby Potter, the sector is stronger than eve r and will continue ...

Bellmont expands distribution capability

KARREN VERGARA  |  THURSDAY, 11 MAR 2021
Bellmont Securities has hired a sales manager of adviser solutions in a bid to expand its managed accounts offering. Ben Bell joined the Sydney-based firm this month, recently working at Aberdeen Standard Investments (ASI) as an associate director in ...

Macquarie Wrap SMAs surpass $5bn

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
Macquarie announced its separately managed accounts (SMAs) on the Macquarie Wrap platform have exceeded $5 billion in funds under administration. Macquarie said the milestone demonstrates the strength of its platform and the continued interest shown ...