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Showing 1 - 10 of 428 results for "Separately managed account"

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 ...

Dexus executives step down over leaked airport data case

RIDDHIMA TALWANI  |  TUESDAY, 9 JUN 2026
Dexus said key executives have been stood down while the board and management consider the NSW Supreme Court judgement for it to sell its stake in Melbourne and Launceston airports. Dexus will also pay for the legal costs of any appeal for its institutional ...

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
InvestSMART Group (ASX: INV) has agreed to sell the 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 ...

Performance test reforms to curb benchmark hugging: Treasury

KARREN VERGARA  |  FRIDAY, 8 MAY 2026
Treasury is addressing benchmarking-hugging incentives encouraged by the superannuation performance test in a new round of consultations that aim to overhaul several "unintended consequences" it has created over the last five years. Treasury acknowledges ...

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
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. ...

North adds private markets SMA for retail investors

MATTHEW WAI  |  THURSDAY, 26 MAR 2026
... North platform for advised clients, available from March 30. With a minimum investment of $25,000, the separately managed account (SMA) portfolio is designed to address "longstanding barriers" to private markets implementation, Russell Investments said. ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
Over 40% of advisers agree clients in managed accounts are more confident and are less likely to act impulsively during market volatility compared with those not in managed accounts. Investment Trends' latest Managed Accounts Report, supported by State ...

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 ...

Dexus strengthens infrastructure push with new hire

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
Dexus has bolstered its real assets platform with a new senior investment hire. The group has appointed Sally Box to the newly created role of head of growth market funds, with day-to-day responsibility for the Dexus Community Infrastructure Fund. As ...
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