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Showing 1 - 10 of 35 results for "Implemented Portfolios"

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... bought into an FP business (Treysta Wealth) that spawned an SMA business, that inspired an IMA business (Implemented Portfolios) that led to Lumiant," Burggide said on LinkedIn. He added that "nothing prepared me for Lumiant - starting a business in ...

Lonsec nabs Franklin Templeton sales director

CHLOE WALKER  |  MONDAY, 24 APR 2023
... 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 the broader Lonsec team. He brings over 23 years of experience ...

Lonsec investments chief steps down

KARREN VERGARA  |  MONDAY, 17 APR 2023
... senior consultant and research manager at ING Australia. Lonsec chief executive and managing director of Implemented Portfolios Mike Wright will assume executive director responsibilities for LIS in the interim as the firm searches for de Pourbaix's ...

Generation Development Group inflows decline, FUM increases

ANDREW MCKEAN  |  TUESDAY, 24 JAN 2023
... FUM grew by $1.1 billion in the quarter, with $105 million of that increase attributed to the growth of Implemented Portfolios Limited (IPL). Over the year ending 31 December 2021, there was a 171% increase or $4.7 billion rise in Lonsec FUM. In a business ...

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
... position," the regulator said. Throughout his career, Dortkamp has held roles with Morningstar, Fundhost, Implemented Portfolios, Ellerston Capital and Colonial First State. He is also the founder of Rivergum Investors. Dortkamp's ban comes just ...

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
... implemented." Around 48 companies submitted their data to the census, including AMP, BT Panorama, HUB24, Implemented Portfolios, IOOF, Macquarie Group, Mason Stevens and Praemium. Praemium chief distribution officer Martin Morris said when managed accounts ...

Perpetual hires from AMP Capital

KANIKA SOOD  |  WEDNESDAY, 11 AUG 2021
... Perpetual's advisers in client portfolios. Its remit includes multi-asset and single asset multi-managers funds, implemented portfolios and managed fund model portfolios. The team also manages a $1 billion alternatives program which invests in unlisted ...

Implemented Portfolios adds to team

ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
... into a team of five, which we believe is a demonstrated reflection of our company's continued progress," Implemented Portfolios chair Greg Kirk said. "What we are seeing in the industry right now, particularly within managed accounts, is an increasing ...
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