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| | | ... indexing, values-based investment portfolios, and other innovations will continue to grow in popularity as technology platforms create more customised solutions for investors," it said. In general, the survey concluded that respondents predominantly ... |
| | | | ... wholesale, and institutional investors. These investors include, super funds, foundations, family offices, wealth managers, platforms and high-net-worths. Causeway confirmed it's currently seeking to broaden its coverage of wholesale investor groups ... |
| | | | ... Lloyds Bank and St. James's Place. Spark Financial Group chief executive Arthur Kallos said the partnership with Oko Platforms will be key to the dealer fulfilling the sustainability pillar of the profit-for-purpose model. "There's an increasing ... |
| | | | ... platform solutions, where he worked with advisers and the distribution team as the specialist for managed accounts and platforms at IOOF. Before his four years with Insignia, Rockliff was an investment specialist and business development manager at NAB ... |
| | | | ... the portfolio, he added. Fiera Infrastructure president Alina Osorio said the portfolio of 11 essential infrastructure platforms provides Fiera Infrastructure with significant capital deployment opportunities to further drive value and growth through ... |
| | | | ... they've been assessed, Insignia Financial head of superannuation Mark Oliver said the "application of the test to Wrap Platforms is more complex given members have tailored, rather than standardised, portfolios." "In addition, a majority of Wrap options ... |
| | | | Equity Trustees has inked a deal with SuperConcepts to ensure the clients of Australian Executor Trustees' platforms business continue to receive specialist administration services. When EQT acquired AET from Insignia Financial last year, it flagged ... |
| | | | ... McGrath said: "We're thrilled for the opportunity to partner with ANZ Staff Super, leveraging our proven technology platforms and data management as part of our commitment to growing the RSS business in Australia." "We recognise the importance of data ... |
| | | | ... improvements in several areas, including strengthening its top position in the workplace super market, consolidating its Wrap platforms, growing its managed accounts and private equity capabilities. |
| | | | ... global markets in which we operate," he said. Bravura said it has over US$5 trillion in funds under administration on its platforms. |
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