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Showing 81 - 90 of 974 results for "Managed accounts"

CFS taps JPMAM for private equity push

KARREN VERGARA  |  WEDNESDAY, 6 AUG 2025
... option for wholesale investors. Private Wealth Advantage is a multi-asset class wealth offering that includes managed accounts, managed funds, alternatives, direct equities, domestic and offshore listed ETFs and equities, and wholesale fixed income. ...

Commonwealth Private, JPMAM launch Private Wealth Advantage

KARREN VERGARA  |  TUESDAY, 5 AUG 2025
... option for wholesale investors. Private Wealth Advantage is a multi-asset class wealth offering that includes managed accounts, managed funds, alternatives, direct equities, domestic and offshore listed ETFs and equities, and wholesale fixed income. ...

Pinnacle backs private markets managed accounts

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... Investment Management has made a strategic investment in FinCap Group to support the launch of a private assets managed accounts platform for Australian financial advisers and their wholesale clients. The platform is designed to offer wholesale and professional ...

Macquarie AM closes $6bn European infra strategy

MATTHEW WAI  |  FRIDAY, 18 JUL 2025
... billion ($2.1bn) upon the fund's final close, with an additional €2.3 billion ($4.1bn) raised from separately managed accounts. Designed for insurance companies and pension fund investors, MEID invests into high quality infrastructure debt assets aligned ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
Betashares is acquiring managed accounts business InvestSense to create Trellia Wealth Partners out of the deal. Trellia will have about $8 billion in funds under management and will operate as a standalone business, of which Betashares will contribute ...

Coller Capital closes $10bn private credit strategy

MATTHEW WAI  |  WEDNESDAY, 9 JUL 2025
... US$10 billion ($15bn) to date. Its credit platform includes commingled funds, co-investment vehicles, separately managed accounts, and its credit-focused perpetual funds. The firm launched two secondaries strategies in Australia over the past year, each ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... Hutchison said. "We're really excited to support advice practices large and small with a tailored entry point into managed accounts, by providing them with the capability to tailor portfolios without a full build - and create a way they can benefit from ...

APRA dissects retirement products for the first time

KARREN VERGARA  |  FRIDAY, 27 JUN 2025
... billion. Some $115.7 billion is in single manager unlisted strategies, while $38.2 billion is held in separately managed accounts (SMAs) on platforms. There is about $27.3 billion held in single asset strategies sitting on platforms. Meanwhile, public ...

InvestSMART names chief operating officer

ELIZA BAVIN  |  THURSDAY, 26 JUN 2025
... growing funds under management. As at 31 December 2024, InvestSMART had $671 million FUM, managing professionally managed accounts on behalf of 2950 clients. "Andrew brings extensive senior financial leadership experience with a proven track record in ...

Scrutiny, costs major hurdles to boosting IPOs

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... structure, saying the increase in disintermediation in markets and rise of exchange-traded funds and separately managed accounts may prove efficient for the wealth management industry and its clients - but it's less positive for listed companies. This ...