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Showing 1 - 10 of 152 results for "Managed discretionary account"

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to ...

Evans and Partners uplifts MDA offering

KARREN VERGARA  |  MONDAY, 10 AUG 2026
... Evans and Partners chose Bloomberg's buy-side technology solution to expand its active bond managed discretionary account (MDA) offering. The wealth management firm, part of E&P Financial Group, will implement Bloomberg AIM as its order and investment ...

Prime Value licence suspended over reporting failures

VINNY VUCAGO  |  MONDAY, 20 JUL 2026
... manager also acts as trustee for 53 unregistered managed investment schemes and operates a wholesale managed discretionary account service.

Frontier awards custody mandate for ICIO offering

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
... will deliver investment advice and portfolio management capability through a scalable wholesale managed discretionary account (MDA) structure designed to support multiple underlying clients. Ironbark will be the MDA provider responsible for independent ...

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
... cost efficiency for Findex Group. Findex currently manages approximately $8.5 billion under its managed discretionary account (MDA) platform - carried out by Specialised Private Capital - and has appointed JPMAM as implementation manager for a tactical ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
Clime Investment Management is offloading its financial advice unit for $6.5 million to an unnamed group but will retain a 10% interest in the newly combined business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to ...

ASIC cancels AFSL of Qld securities dealer

MATTHEW WAI  |  MONDAY, 16 FEB 2026
ASIC has cancelled the Australian financial services licence (AFSL) of Pulse Markets, a wholly owned subsidiary of BIR Financial, for providing incompetent financial services, including inadequate supervision of its corporate authorised representatives ...

ASIC permanently bans convicted investment manager

MATTHEW WAI  |  TUESDAY, 2 SEP 2025
... According to ASIC, Metal Alpha had a contracted relationship with AlphaThorn to assist AlphaThorn's managed discretionary account investments to wholesale investors through the AlphaThorn Secured Service from February 2019 and through the AlphaThorn ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
Stock market trading advice group Equity Story will acquire Adelaide-based advisory firm Baker Young for $4.2 million in cash, as it looks to expand its wealth management footprint. The transaction is expected to be earnings-accretive and "meaningfully ...

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
Managed accounts assets jumped 23.2% to $232.8 billion in the year to 2024, the latest figures from the Institute of Managed Account Professionals (IMAP) show. The latest census, produced in conjunction with Milliman, reports separately managed accounts ...
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