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Showing 1 - 8 of 8 results for "Individual Managed Account"

Clime outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
Clime Investment Management said it will increase investment in its managed accounts capability following strong client demand, while also flagging its first family office consulting mandate. In an update to the ASX, Clime said its total funds under ...

Praemium loses major client

KARREN VERGARA  |  MONDAY, 8 APR 2019
Praemium has lost an Australian institutional client that contributed 8% to its revenue. ANZ Private made $4 million in revenue for Praemium during the 2018 calendar year. It will transition to new platform provider Netwealth from July 2019. While "it ...

Household is the future of advice

ALEX BURKE  |  FRIDAY, 9 OCT 2015
The future of financial advice will work at the household or family level, according to SS&C head of Australia and New Zealand Nadine Moore. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Moore observed the growing role ...

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
Despite the rise and rise of managed accounts, financial advisers still report that APL and AFSL restrictions are the main blockage on more of them getting on board with this new way of administering investments. Financial Standard has just completed ...

Implemented Portfolios appoints former Genesys chief

ALEX BURKE  |  THURSDAY, 10 SEP 2015
... continued, "Our service offering now leverages not only our investment capabilities, but also our unique individual managed account service, as witnessed in our growing relationship with MyPlanner Australia." In addition to Kirk's appointment, Implemented ...

OC Funds unveils distribution strategy, appoints Purpura

ELISE BURGESS  |  MONDAY, 16 AUG 2010
OC Funds Management has appointed Peter Purpura, former managing director of Fisher Graham Financial, as its head of retail distribution, who will head a more aggressive distribution strategy for the firm. In addition to his former position at Fisher ...

OC Funds Management buys MA firm

PRESS RELEASE  |  FRIDAY, 23 APR 2010
OC Funds Management has bought Australian shares managed accounts provider, Patriot Managed Accounts. The deal means OC Funds Management can expand its investment suite beyond four equity funds to include individual managed accounts (IMA) and separately ...

More females in fin services

RUTH LIEW  |  MONDAY, 4 AUG 2008
... the sector compared to their male counterparts, says Dalton Nicol Reid (DNR). According to specialist individual managed account portfolio manager DNR, the last 15 years or so have witnessed a serious shift in males-to-females employee ratios. DNR quoted ...
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