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| | | ... October 15 update, the platform recorded quarterly net flows of $2.4 billion, including a record $2.2 billion into managed accounts, while FUA rose to $139.2 billion. Netwealth also acquired Australian advice technology provider Paradino during the quarter ... |
| | | | ... he was partner, consulting, working with independent financial advisers to build, launch and manage tailored managed accounts. He also served as portfolio manager at Lonsec and brings more than a decade of buy-side investment experience, including at ... |
| | | | ... chair and former chief executive Michael Wright will step down, following several senior roles were cut at the managed accounts provider under his successor, Louise Watson, who took the helm in September. Wright was chief executive of investment research ... |
| | | | ... ASIC lead the data collection process, with reporting obligations also extending to investment platforms and managed accounts. The submission follows the FAAA's February response to a separate Treasury consultation on MIS governance, which raised broader ... |
| | | | ... business reporting strong funds under management growth. Newly minted chief executive Louise Watson leads the managed accounts provider's restructured business, that unveiled its inaugural executive leadership lineup just 15 months ago. Chief operating ... |
| | | | ... Grant Hackett said GDG had "made a strong start to FY27," supported by its positions across investment bonds, managed accounts and investment research and governance. Generation Life was the standout performer, with funds under management rising 33% ... |
| | | | ... Wealth Partners. Belinda Barclay has been appointed head of adviser engagement at Trellia Wealth Partners, a managed accounts business formed last year through the merger of Betashares' managed accounts division and InvestSense. At Trellia, Barclay ... |
| | | | ... corresponding period, with net flows reaching a quarterly record of $2.4 billion - including $2.2 billion across managed accounts. The platform also saw continued growth in accounts (up 3822) and financial intermediary relationships (up 21), increasing ... |
| | | | ... franked dividend of 50 cents per share on completion of the audit. Clime recently said it is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. "Commercial terms are agreed. These ... |
| | | | Managed accounts funds under management (FUM) grew by $22.1 billion in the six months to June 2026 reaching $315 billion, according to the latest census by The Institute of Managed Account Professionals (IMAP). The industry reported net inflows of $12.14 ... |
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