Search Results | Showing 81 - 90 of 808 results for "Managed accounts" |
| | Strong inflows and solid market performance underpinned significant growth in the managed accounts sector, according to the latest data released by Institute of Managed Account Professionals (IMAP) and Milliman. As at 31 December 2021, funds under management ... |
| | | ... was with BT Financial Group for about seven years and also served as an association portfolio manager with BT Managed Accounts. He has also previously worked as an auditor at Kelly Partners. In his new role, Mugglestone is responsible for managing and ... |
| | | ... financial advisers utilising our service aren't spending hours and hours having to research, build and maintain these managed accounts on their own. "Being built within our IMA structure, these ESG tilted portfolios allow advisers to deliver a highly ... |
| | | ... decline. On February 24, Clime finalised its 75% ownership of Ralton Asset Management. This created a $330 million managed accounts service split into four products which Donat said have outperformed the relevant benchmarks. In December, Madison acquired ... |
| | | Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ... |
| | | Financial advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group. BT Panorama's surge in managed accounts funds under management to $10.4 billion, a 68% jump year on year, is testament ... |
| | | ... increased by 43% to $49 billion. The rise in FUA was largely driven by the Australian platform business and virtually managed accounts administration service, which added $4.7 billion and $7.7 billion respectively. The ASX-listed firm's bottom line ... |
| | | ... multi-asset portfolios. Drummond was founded in 2017 and has some $2 billion in its portfolios underpinned by managed accounts solutions. |
| | | ... million to transform its operations. Financial advisers can expect improved investment selection processes and managed accounts offering. Advisers can also benefit from increased automation, greater speed and accuracy, and the integration of the platform ... |
| | | ... enhance the support of our existing Queensland clients. "Gordon will be responsible for managing the growth in our managed accounts, investment research and asset allocation service offering in Queensland, as well as assisting in developing and implementing ... |
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