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Showing 1 - 10 of 180 results for "Managed portfolios"

Selfwealth expands into full-fledged wealth platform

RIDDHIMA TALWANI  |  MONDAY, 28 SEP 2026
Trading platform Selfwealth is launching three managed portfolios, expanding from online brokerage into a wealth platform. The three portfolios will be available to a small group of early access users today, with a broader rollout in the coming weeks. ...

Russell launches retirement solution

VINNY VUCAGO  |  MONDAY, 14 SEP 2026
Russell Investments has launched retirement solutions comprising two managed portfolios and a retirement calculator, aimed at helping advisers manage the competing liquidity and growth needs of Australians entering retirement. The solution allows advisers ...

BT Panorama hires long-serving Russell Investments executive

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
... "Managed accounts remain a critical priority and a growth focus for BT." Over the past year, BT has added 89 managed portfolios across 17 investment manager suites, including three private markets solutions, four Vanguard portfolios on its lower-cost ...

AMP North appoints head of strategic growth

RIDDHIMA TALWANI  |  MONDAY, 24 AUG 2026
... in 2006. Kirk will lead strategic sales and partnership across North, MyNorth Lifetime, MyNorth Guarantee, Managed Portfolios, and the AMP Managed Funds, with a focus on deepening relationships with advice licensees and strategic partners. Kirk brings ...

FinCap launches private markets platform targeting wholesale investors

VINNY VUCAGO  |  THURSDAY, 18 JUN 2026
... as demand for alternatives continues to grow. The FinCap Private Markets Platform will initially offer three managed portfolios spanning private equity, private credit and real assets, supported by institutional research, due diligence and governance ...

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI  |  TUESDAY, 28 APR 2026
... its platform. Davis will work closely with BCA Research to help integrate frameworks into the platform's managed portfolios. "Private markets portfolio construction has historically been the domain of large institutions with dedicated resources," ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... wish him every success in the next stage of his career." Early this year, Morningstar made two hires to its managed portfolios team - a national sales lead and an investment specialist. Vijay Srinivasan is the national sales lead and Clint Abraham is ...

North adds private markets SMA for retail investors

MATTHEW WAI  |  THURSDAY, 26 MAR 2026
... them accessible in a format that can be more easily implemented in client portfolios." AMP general manager of managed portfolios and investments David Hutchison said access and implementation have been key constraints for advisers looking to diversify ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
AMP's bi-annual North Managed Portfolios Insights Report found that while private markets are seen as the next growth opportunity for sector innovation, index managed portfolios remain most popular among advisers on its platform. AMP head of portfolio ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
Morningstar has made two key appointments to its managed portfolios team - a national sales lead and an investment specialist. Vijay Srinivasan has been appointed to the former role, and Clint Abraham as national director, investment specialist. Srinivasan ...
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