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Showing 1 - 8 of 8 results for "Model Portfolio Solutions"

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... advice practices across Australia bridge the gap between off-the-shelf and fully tailored private label model portfolio solutions. "Through this innovative new offer, we're helping practices accelerate their efficiency by creating tailored, high-quality ...

KKR, Capital Group debut first public-private investment products

ANDREW MCKEAN  |  WEDNESDAY, 30 APR 2025
... already working on public-private equity solutions. "We're discussing how we can bring public-private model portfolio solutions to our clients," Gitlin said. "There is a role for private market solutions in retirement, including target date strategies. ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... Investments. Persky founded Briefcase in 2022 after working more than seven years at BlackRock where he led model portfolio solutions for Australasia. At Briefcase, he is joined by chief investment officer Martyn Wild, chief technology officer Sean Doherty ...

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... while staying resilient in volatility. Lonsec has also collaborated with CFS for over a decade with model portfolio solutions. Lonsec chief investment officer Lukasz de Pourbaix said he is excited to now leverage this experience in a managed account ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... well as member level tax component attribution," Bernasconi said. BlackRock Australia's head of model portfolio solutions Josh Persky added: "The addition of BlackRock Model Portfolios available on the WealthO2 platform is a welcome development." ...

Time-poor advisers to embrace model portfolios

HARRISON WORLEY  |  WEDNESDAY, 18 DEC 2019
... clients as mounting regulatory and compliance responsibilities take their toll. According to SSGA's Model Portfolio Solutions and the Client Experience report, Australian financial advisers are struggling to juggle a mountain of compliance and regulatory ...

OneVue adds Perpetual first SMA to platform

LAURA MILLAN  |  FRIDAY, 19 APR 2013
... account (UMA) platform. Perpetual has launched its first SMA in response to increasing adviser demand for model portfolio solutions. Retail investors will now have access to the Perpetual model portfolio as well as to customised share portfolios managed ...

CFS upgrades its FirstWrap Platform

LINDA HAUSKEN  |  FRIDAY, 22 JUN 2012
... enhancements to its FirstWrap platform. "We have been working with advisers to continue to enhance our model portfolio solutions to make it even more efficient for them to use to manage their client portfolios. "The main theme for a number of the enhancement ...
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