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Showing 1 - 10 of 41 results for "Implemented Portfolio"

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 ...

Lonsec investments chief steps down

KARREN VERGARA  |  MONDAY, 17 APR 2023
... which provides portfolio construction services to the wholesale market, including investment consulting and implemented portfolio solutions. Before Lonsec, de Pourbaix worked as a senior consultant and research manager at ING Australia. Lonsec chief ...

Generation Development Group inflows decline, FUM increases

ANDREW MCKEAN  |  TUESDAY, 24 JAN 2023
In an ASX announcement, Generation Development Group (GDG) has reported negative quarterly gross inflows, down 38% on the period prior. GDG's net inflows were $59 million in the December quarter. The business also had $114 million sales inflows. GDG ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
Lonsec is expanding its market reach with the acquisition of specialist MDA provider Implemented Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately ...

Spaceship chair banned for two years

JAMIE WILLIAMSON  |  TUESDAY, 7 JUN 2022
The chair of Spaceship Capital has been banned by ASIC for failing to understand all the financial services offered by the group. Paul Ernest Dortkamp has been banned from performing functions as an officer and responsible manager of a financial services ...

Implemented Portfolios launches ESG models

CHLOE WALKER  |  TUESDAY, 1 MAR 2022
To meet increasing client demand for values aligned investing, Implemented Portfolios has released a new range of ESG model portfolios for advisers and investors alike. The ESG Aware Model Portfolios are a suite of investment options comprising ETFs ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
The take up of managed accounts continues to grow with the industry growing $15.8 billion in the last six months to $111 billion, new research shows. The Institute of Managed Account Professionals (IMAP) and Milliman's latest Managed Accounts FUM Census ...

Perpetual hires from AMP Capital

KANIKA SOOD  |  WEDNESDAY, 11 AUG 2021
AMP Capital's head of sector multi-manager who left in July after nearly 25 years with the company has joined Perpetual. Lydia Kav (nee Serafim) joined Perpetual Private as head of manager research this month. Perpetual Private's multi-manager team ...

Implemented Portfolios adds to team

ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
The managed discretionary account operator has made a key appointment to its portfolio management team and two hires for a newly created role in its distribution team. Anton Hermanto has been appointed as custody and administration manager and joins ...
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