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Showing 1 - 10 of 436 results for "Separately Managed Account"

Clime suspended from ASX for missing audit deadline

RIDDHIMA TALWANI  |  THURSDAY, 1 OCT 2026
Clime Investment Management has been suspended from the ASX after it missed the September 30 deadline to lodge its audited annual report. Trading in Clime will remain suspended until after the FY26 annual report is released on the ASX. "While this is ...

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 ...

Pacific AM to land SMA solutions Down Under, appoints investment chief

MATTHEW WAI  |  WEDNESDAY, 23 SEP 2026
... Solutions (PPS), the related body corporate of Pacific Asset Management (PAM), will bring the latter's separately managed account (SMA) solutions to Australia from the UK, welcoming an industry stalwart to chart the course. Both PPS and PAM are wholly ...

Stay up to date with regulatory compliance at the FAAA Congress

MATTHEW WAI  |  THURSDAY, 17 SEP 2026
The upcoming Financial Advice Association Australia (FAAA) Congress will explore ASIC's key focus for the remainder of the year, while shedding some light on the ongoing developments from the Australian Financial Complaints Authority (AFCA) and ...

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 ...

BT Panorama hires long-serving Russell Investments executive

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
BT Panorama hired a long-serving Russell Investments executive to lead its managed accounts division. Tim Furlan is the new head of managed accounts at BT Panorama, stepping into the role vacated by Zac Leman in May. Furlan was most recently the managing ...

T. Rowe Price scales fixed income ETF offering via acquisition

RIDDHIMA TALWANI  |  MONDAY, 24 AUG 2026
T. Rowe Price has acquired US fixed income asset manager and exchange-traded funds (ETFs) specialist F/m Investments, expanding its capability to provide customised fixed income offerings to investors. F/m Investments has approximately US$19 billion ...

Fiducian Group statutory profit falls 28%

MATTHEW WAI  |  MONDAY, 17 AUG 2026
Fiducian Group's statutory net profit after tax (NPAT) has slipped nearly 30% in the 12 months to June end compared to FY25 due to ASIC's penalty of $7.3 million imposed for greenwashing. Fiducian chair Inderjit Singh said excluding the non-recurring ...

Praemium reaches $78bn in FUA with HNW focus

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
... solutions." Throughout FY26, 330 new investment options were also added to the Spectrum, Powerwrap and separately managed account (SMA) investment menus. Commenting, Praemium chief executive Anthony Wamsteker said the strong quarter validated its strategic ...

ARK Invest awards local distribution mandate

KARREN VERGARA  |  FRIDAY, 3 JUL 2026
... Management (now Amova Asset Management) acquired a small stake in ARK Investment Management and launched a separately managed account shortly after in Australia. Muzinich & Co. recently selected AGP to debut its actively managed private credit ETF on ...
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