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Showing 1 - 10 of 16 results for "InvestSense"

Betashares hires marketing chief

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
... Last year, the firm acquired financial education podcast Equity Mates and merged its managed accounts business with InvestSense to form Trellia Wealth Partners. It now manages more than $75 billion in assets and serves over one million Australians across ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... account investment solutions, was formed through the recent merger of Betashares' managed accounts business and InvestSense and operates as a standalone entity supported by Betashares Financial Group. Trellia Wealth said the appointment reflects ...

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 ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... advisory committee of industry stakeholders. Its foundation partners include AMP North, HUB24, Insignia Financial, InvestSense, MLC, Morningstar, Netwealth, Quilla Consulting, the SMSFA Association, Vanguard Australia, and Western Sydney University. ...

InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
One of Australia's first firms to specialise in managed accounts celebrated its 10th anniversary this month. InvestSense was established in 2014 and has grown significantly over the past decade. In the past three months, InvestSense has grown its ...

CFS expands managed accounts offering

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
... FirstChoice platforms. CFS also expanded the Accelerate Series menu with the addition of new portfolio managers AZ Sestante, InvestSense, and Mercer. It also has 21 new managed accounts. The Accelerate Series is a full-service managed account solution ...

InvestSense welcomes distribution lead

CHLOE WALKER  |  WEDNESDAY, 19 JUL 2023
... as its national head of sales, and at Macquarie Group as a regional business manager, real estate funds management. InvestSense director and distribution executive Paul Carrington said Nicoll's appointment comes at a time when managed accounts are witnessing ...

North adds to investment menu

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
North has partnered with BlackRock, Morningstar and InvestSense to add a further 12 managed portfolios to its investment offering. In partnering with BlackRock, North has designed the platform's first international equity portfolio, dubbed the iShares ...

AMP North bolsters offering

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
... North has also launched two new partnered managed portfolios (PMPs), with Milestone Financial and Coastline Advice. InvestSense is the appointed investment manager for both PMPs. This now brings the number of advice practices partnered with the North ...

InvestSense hires head of adviser solutions

KARREN VERGARA  |  THURSDAY, 14 FEB 2019
InvestSense recently appointed the former head of distribution at Russell Investments as the director and head of adviser solutions. Paul Carrington spent 13 years at Russell Investments and prior to that worked as a financial adviser at Carrington ...
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