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Showing 1 - 10 of 1272 results for "managed account"

Evidentia ex-chief executive quits chair role amid restructure

RIDDHIMA TALWANI  |  TUESDAY, 3 NOV 2026
Evidentia chair and former chief executive Michael Wright will step down, following several senior roles were cut at the managed accounts provider under his successor, Louise Watson, who took the helm in September. Wright was chief executive of investment ...

FAAA calls for tougher oversight across all MISs

VINNY VUCAGO  |  WEDNESDAY, 28 OCT 2026
The Financial Advice Association Australia (FAAA) has called for all managed investment schemes (MISs) to be registered with ASIC, arguing stronger regulatory visibility is needed to reduce the risk of major fund collapses and investor losses. In a ...

Evidentia restructures despite booming assets

KARREN VERGARA  |  TUESDAY, 27 OCT 2026
A major organisational restructure at Evidentia Group has reduced headcount that claimed several senior roles despite the business reporting strong funds under management growth. Newly minted chief executive Louise Watson leads the managed accounts ...

GDG sales hit record as FUM grows 29%

VINNY VUCAGO  |  FRIDAY, 23 OCT 2026
Generation Development Group (GDG) reported stronger funds under management (FUM) across its wealth business in the September quarter, led by record investment-bond sales at Generation Life despite more cautious investor and adviser activity. Group ...

Betashares-backed MA appoints head of adviser engagement

STAFF WRITER  |  THURSDAY, 15 OCT 2026
The financial adviser who helped set up Aon's wealth management business in Singapore lends her expertise in a newly-created role at Trellia Wealth Partners. Belinda Barclay has been appointed head of adviser engagement at Trellia Wealth Partners ...

Netwealth reports record $36bn FUM in Q1

MATTHEW WAI  |  THURSDAY, 15 OCT 2026
Netwealth observed record growth over the first quarter of the financial year, with both funds under administration (FUA) and funds under management (FUM) increasing by $3.4 billion and $2.4 billion, respectively. Market movements also contributed $0.8 ...

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
... 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 billion during the period. "This is a steady and positive ...

Perpetual names insto relationship, funds services lead

MATTHEW WAI  |  TUESDAY, 29 SEP 2026
Perpetual Corporate Trust, the corporate trustee, custody and digital infrastructure services arm of Perpetual, has welcomed an executive to oversee its institutional relationships and managed funds services. Nigel Crampton has joined as head of sales ...

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 ...
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