Search Results | Showing 1 - 10 of 950 results for "Managed accounts" |
| | | ... "We're proud to be partnering with JPMAM on a solution that we believe aims to set a new benchmark for how managed accounts can work for clients." |
| | | | ... incoming chief executive, replacing Michael Wright, who will transition into the role of chair as part of the managed accounts provider's succession plan. Wright will succeed Peter Smith as chair, with Smith remaining involved as founder, Evidentia Group ... |
| | | | ... Intelligent Investor business to another listed entity to better focus on its proprietary digital advice, separately managed accounts and investor wealth platform. The Intelligent Investor business, comprising the website and management rights to its ... |
| | | | ... net profit jumped 27% in its full-year reporting period ending March thanks to private markets-managed funds, managed accounts and co-investments. It also profited from higher advisory fee income, particularly in the Americas, Australian and New Zealand ... |
| | | | ... the majority of which are on platforms - is a possibility. Single- or multi-manager products, and separately managed accounts fall into this category. Treasury is taking submissions in response to its consultation paper Strengthening the superannuation ... |
| | | | The asset consultant picked BT's former managed accounts lead to head up its wealth division. JANA Investment Advisers has appointed Zac Leman to the newly created position of general manager, wealth. Leman was most recently head of managed accounts ... |
| | | | Clime Investment Management is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. The cash transaction is subject to platform consent, due diligence and completed documentation. ... |
| | | | ... in the wealth management landscape with coverage including superannuation, investment management, platforms, managed accounts, model portfolios, retirement solutions and financial advice under one roof. It's a breadth that's genuinely rare, and underpinned ... |
| | | | ... last year on Pinnacle Investment Management's investment in FinCap to support the launch of a private assets managed accounts platform. Ryan said FinCap will have an investment team that will work with advisers to have their own portfolios on the ... |
| | | | ... businesses, arcpoint will provide portfolio design. At licensee support firm Capella Advisory, arcpoint will provide a managed accounts solution and adviser toolkit. For financial consulting firm United Advisory, arcpoint will deliver a portfolio solution. ... |
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