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Showing 71 - 80 of 6471 results for "Wrap"

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
Clime Investment Management has struck two strategic partnerships it expects to add approximately $130 million in funds under management (FUM) and $750,000 in revenue over the next year. Clime attributed the new partnerships to its improving distribution ...

Insignia Financial improves losses amid takeover

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
... growth and higher asset-based fee income. In the period, it lost 11 advisers, which it described as natural attrition. The Wrap business recorded a 23.7% increase in UNPAT, coming in at $39.7 million. Net revenues were also up 2.7% at $142.5 million. ...

Our results were strong: Alexis George

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... transformation, adding that there were no surprises. Meanwhile, addressing speculation about a potential bid for the CFS wrap platform, George said AMP is "certainly not looking for anything at the moment," but noted that if assets came to market, "we'd ...

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... SuitabilityHub managing director Recep Peker says. This is one of the main findings in SuitabilityHub's 2025 Platform Market Wrap report, which analysed 18 platforms and portfolio solutions. "One of the areas that a lot of advice practices struggle with ...

VFMC wraps up leadership changes

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
Victorian Funds Management Corporation (VFMC) has fine-tuned its absolute returns team following an overhaul of the investment function late last year. The absolute returns team manages private credit and hedge fund exposures within client portfolios. ...

Magellan unveils refreshed leadership, investment team

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2025
Magellan Financial Group has made a raft of changes to both its C-suite and investments team, resulting in several key departures. The changes come as Magellan looks to execute on its strategic growth ambitions, including capitalising on its strategic ...

HNW advisers flock to private markets

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
... high-net-worth individuals increasingly embracing evergreen structures. "These innovative funds, accessible via PDS and on wrap platforms, offer a perpetual investment horizon that aligns with long-term goals and provides efficient access to this traditionally ...

Insignia Financial appoints chief technology officer

MATTHEW WAI  |  TUESDAY, 28 JAN 2025
... data, and most recently, general manager of architecture, data and platforms where he was integral in building out Insignia's wrap business. Speaking on the appointment, Insignia chief executive Scott Hartley said he is excited to welcome O'Donnell to ...

Bain Capital improves Insignia Financial bid

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... channel continued to see outflows, this time of $424 million - however, this is 15% lower than in the previous quarter. Its Wrap business also saw a roughly 1% increase in FUA, but this was also partially offset by $610 million in pension payments. The ...

Top asset management trends for 2025

ANDREW MCKEAN  |  WEDNESDAY, 15 JAN 2025
Despite a turbulent 2024, the prospect of more accommodating monetary and regulatory policies has turbocharged an up and to the right trend that's flattered many asset managers' businesses. However, themes that will shape the industry now, and in the ...