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Showing 71 - 80 of 262 results for "Separately managed accounts"

Fiducian's FUA inches to $4bn

KARREN VERGARA | MONDAY, 16 AUG 2021

... recorded $2.9 billion in funds under administration, which comprises investments, superannuation and separately managed accounts administration. Offerings include 15 multi-manager funds, 57 external managed funds and term deposits. All in all, funds ...

Ironbark signs on Canadian manager

KANIKA SOOD | MONDAY, 24 MAY 2021

... feeder fund for the strategy in the third quarter of this year. It will also look for co-investment and separately managed accounts opportunities for Fiera's strategy among Australian investors. "We're pleased to be partnering with Fiera Infrastructure ...

Macquarie Wrap reaches new milestone

ANNABELLE DICKSON | MONDAY, 10 MAY 2021

... management offering." Nearly half the funds on Macquarie Wrap are in super and pension accounts, while separately managed accounts have surged from $3.3 billion in 2019 to $5 billion. The platform has an open-architecture approach which uses data and ...

Clime appoints new chief executive

KANIKA SOOD | MONDAY, 26 APR 2021

... under management (up $55 million from December quarter), including LIC, individually managed accounts, separately managed accounts, managed funds and mandates. Funds under advice were $3.1 billion (up $207 million from December quarter). Funds under ...

Managed accounts prop up platforms

ANNABELLE DICKSON | FRIDAY, 16 APR 2021

... HUB24 at $22 billion and Praemium at $8 billion, prior to any acquisition activity. The research shows separately managed accounts (SMAs) hold almost half the market followed by managed discretionary accounts (MDAs) at 30%, with the remaining 22% being ...

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

... fund form," Milliman principal and head of investment solutions for Asia-Pacific Victor Huang said. Separately managed accounts hold the lion's share of assets at $45.1 billion (up 54% year on year) followed by managed discretionary account services ...

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 ...

Wells Fargo sells asset management business

ELIZA BAVIN | WEDNESDAY, 24 FEB 2021

... growth and is positioned to expand on its solutions-based approach, multi-asset offerings, retail separately managed accounts, and customized investment products." Wells Fargo said the transaction will result in the automatic termination of four of its ...

Invest Blue offers managed account solution

ELIZA BAVIN | MONDAY, 15 FEB 2021

... portfolios, administered on BT Panorama, has been developed exclusively for Invest Blue's 4000 clients. The separately managed accounts are issued by Ironbark as the responsible entity, with Russell Investment Management as investment manager. BT head ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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