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Showing 1 - 10 of 985 results for "Managed Accounts"

Netwealth factors First Guardian collapse into executive pay

VINNY VUCAGO  |  WEDNESDAY, 11 NOV 2026
... 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 ...

Drummond hires from Ascalon, HUB24

MATTHEW WAI  |  MONDAY, 9 NOV 2026
... 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 ...

Evidentia ex-chief executive quits chair role amid restructure

RIDDHIMA TALWANI  |  TUESDAY, 3 NOV 2026
... 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 ...

FAAA calls for tougher oversight across all MISs

VINNY VUCAGO  |  WEDNESDAY, 28 OCT 2026
... 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 ...

Evidentia restructures despite booming assets

KARREN VERGARA  |  TUESDAY, 27 OCT 2026
... 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 ...

GDG sales hit record as FUM grows 29%

VINNY VUCAGO  |  FRIDAY, 23 OCT 2026
... 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% ...

Betashares-backed MA appoints head of adviser engagement

STAFF WRITER  |  THURSDAY, 15 OCT 2026
... 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 ...

Netwealth reports record $36bn FUM in Q1

MATTHEW WAI  |  THURSDAY, 15 OCT 2026
... 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 ...

Clime suspended from ASX for missing audit deadline

RIDDHIMA TALWANI  |  THURSDAY, 1 OCT 2026
... 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 account FUM jumps to $315bn

RIDDHIMA TALWANI  |  THURSDAY, 1 OCT 2026
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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