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Showing 81 - 90 of 950 results for "Managed accounts"

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... reflects the increasing demand for sophisticated investment solutions in the wealth sector. As interest in tailored managed accounts and specialist consulting services accelerates, he will play a pivotal role in growing JANA's business with private ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
Colonial First State (CFS) and AMP have announced updates to their respective managed accounts (MAs) platforms - CFS Edge and North - bringing new international investment options and technological advancements. The CFS Edge platform has expanded its ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment Trends Managed Accounts ...

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
Managed accounts assets jumped 23.2% to $232.8 billion in the year to 2024, the latest figures from the Institute of Managed Account Professionals (IMAP) show. The latest census, produced in conjunction with Milliman, reports separately managed accounts ...

IAM mandate grows to $130m

KARREN VERGARA  |  MONDAY, 10 MAR 2025
... it is currently in market hunting for such a deal and will shortly release more details. It will also launch a managed accounts offering in the investment-grade space and a BBSW +300 managed discretionary account (MDA) that will target investors wanting ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... months, Wamsteker said Praemium launched Spectrum for high-net-worth (HNW) clients, repriced its core separately managed accounts (SMA), rebounded from the impact of adviser exits, restructured operations offshore and returned earnings to shareholders. ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... lineup, reconfigures operations, and scouts new investment opportunities. Clime's direct FUM through separately managed accounts and discrete portfolio services, managed funds, and a listed investment company was $1.6 billion. "Our focus is on refining ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... Standard (SMARS) has launched to address the complexities and confusion over fee structures in the separately managed accounts (SMAs) sector. SMARS is spearheaded by the Adviser Ratings Group and operates as a separate entity, SMA Standard Pty Ltd. SMARS ...

GDG sees profits soar $74m

ELIZA BAVIN  |  FRIDAY, 28 FEB 2025
... completed its acquisition of Lonsec Group which added $75.1 million. GDG also said it was now a leader in the managed accounts sector thanks to its acquisition of Evidentia Group and merger with Lonsec Investment Solutions with a combined funds under ...

Insignia Financial improves losses amid takeover

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
... jumped close to 40%, coming in at $42.2 million. Net flows improved to $2.1 billion largely due to growth in the managed accounts business, and operating expenses improved 18.3% at $50 million. Finally, the Master Trust business had an 8.8% increase ...