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Showing 1 - 10 of 49 results for "Implemented Portfolio"

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to ...

GDG posts 21% profit rise as record inflows lift FUM

VINNY VUCAGO  |  THURSDAY, 27 AUG 2026
Generation Development Group (GDG) has reported a 21% increase in underlying net profit after tax to $40.7 million for FY26, driven by a record $9.7 billion in net inflows and a 37% increase in funds under management (FUM). Group revenue rose 23% to ...

Perpetual multi asset leads exits

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
Perpetual's head of multi-asset has exited the firm following her former boss's departure to Pinnacle Investment Management. The firm confirmed Lydia Kav left late last month, around a month after the wealth business' chief investment officer signed ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
Tahlia Rozis, who joined Federation Asset Management in November as distribution manager, has left the firm after three months to take up a new role at Generation Life. Generation Life has appointed Rozis as distribution manager. She joins Brendon Rodda's ...

Federation AM strengthens ESG oversight with fresh leadership

RIDDHIMA TALWANI  |  WEDNESDAY, 26 NOV 2025
Federation Asset Management has appointed Rebecca Thomas as investment director and head of responsible investments, to lead ESG integration across all of Federation's investment strategies. "Responsible investment shouldn't sit on the sidelines but ...

Evidentia names chief risk, operating officer

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
Evidentia Group has appointed a new chief risk and operating officer who previously worked at MLC Asset Management and Perpetual. Jason Komadina will officially take on the role on August 22. He joined Evidentia in March as an integration lead. Prior ...

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 ...

Generation Development Group enters ASX 200

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
Generation Development Group has posted record inflows across its managed accounts and investment bonds businesses and capped off the milestone by entering the ASX 200. The group's funds under management (FUM) increased to $26.8 billion in the March ...

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
Lumiant's co-founder and chief executive has stepped down from day-to-day responsibilities to take a career break. Santiago Burridge remains as a director on the board of Lumiant as the fintech aggressively expands in the US market. Lumiant's US chief ...

Lonsec nabs Franklin Templeton sales director

CHLOE WALKER  |  MONDAY, 24 APR 2023
Marc Hraiki will join the Lonsec team as its first executive director, adviser sales and service. Hraiki's appointment to the newly created role follows the acquisition of Implemented Portfolios in August last year and the subsequent restructure of ...
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