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Showing 81 - 90 of 1238 results for "managed account"

Elston expands institutional reach

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... for retail, wholesale and not-for-profit investors. The fund works with over 750 advisers nationally, providing managed account and unitised investment solutions across eight of Australia's leading wrap platforms.

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... advice firms to align investment solutions with both client goals and business strategy. With a background spanning managed account consulting, fund manager research, and financial planning, Currie adds depth to Ascalon's capability in supporting ...

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 ...

Netwealth sees $15.8bn in net flows

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... the quarter, a jump of 16% from the prior corresponding period. FUM increased by $6.5 billion to $27 billion. Managed account products also saw a 34% increase - or $1.1 billion - in new flows for the quarter. Netwealth said it "remains confident" in ...

Coller Capital closes $10bn private credit strategy

MATTHEW WAI  |  WEDNESDAY, 9 JUL 2025
The private market secondaries manager announced the final closing of Coller Credit Opportunities II (CCO II), bringing in a total US$6.8 billion ($10bn) for the strategy that's focused on direct lending and high performing credit investments. CCO II ...

Evidentia assembles inaugural executive leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
Managed account provider Evidentia Group has lifted the lid on its inaugural executive leadership lineup, spanning investments, client solutions and operations functions. This move marks the organisation's formal debut in its redefined form, which Evidentia ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
AMP North has partnered with BlackRock and Lonsec to launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios ...

APRA dissects retirement products for the first time

KARREN VERGARA  |  FRIDAY, 27 JUN 2025
More than 200 retirement products managing $490 billion in members' retirement savings have come under the watchful eye of prudential regulator APRA for the first time. APRA's latest statistics for the March 2025 period breaks down the state ...

InvestSMART names chief operating officer

ELIZA BAVIN  |  THURSDAY, 26 JUN 2025
InvestSMART has named Andrew Ward as its chief operating officer in the newly created role, effective July 1. Ward is currently, and will continue to be, InvestSMART's chief financial officer along with taking on the new role. InvestSMART said the role ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025
... and research divisions and spearheading the launch of Zenith's Mosaic platform. He has worked closely with managed account clients and served as a core member of Zenith's investment committee, where he guided multi-asset solutions and portfolio ...