Search Results | Showing 1 - 10 of 849 results for "managed accounts" |
| | ... their clients. The IconiQ platform provides access to a range of investment options, including managed funds, managed accounts, direct shares, ETFs, and term deposits. The platform provides flexible account structures as well as comprehensive portfolio ... |
| | | One of Australia's first firms to specialise in managed accounts celebrated its 10th anniversary this month. InvestSense was established in 2014 and has grown significantly over the past decade. In the past three months, InvestSense has grown its ... |
| | | ... business has been steadily growing in recent years. This year, it converted all its diversified funds to separately managed accounts to give investors greater flexibility and control. It also allowed the group to reduce its administration fees, which ... |
| | | ... Management, ClearBridge, and Lazard Asset Management can now be found on CFS Edge. This takes the total number of managed accounts to more than 150. Some $14 billion is housed across the Edge and FirstChoice platforms. CFS also expanded the Accelerate ... |
| | | ... Management, Insignia plans to grow its private equity and alternatives capabilities into new channels, expand its managed accounts offering, and simplify and reduce costs to manufacture. Hartley said Insignia Financial wants to be the "portfolio constructor ... |
| | | ... Consultants as a principal consultant. In the new role, he is tasked with managing multi-asset portfolios and managed accounts, looking after manager research and due diligence and chairing the investment committee. Swaak has spent much of his career ... |
| | | ... local market. At Lonsec, he was chief investment officer and oversaw $8 billion in multi-asset and equities self-managed accounts and MDA portfolios. Before that, he led the research house's investment consulting division. Previously, de Pourbaix ... |
| | | ... estate planning to navigating divorce and aged care," Arnol said. Many advisers (88%) are turning to separately managed accounts (SMAs) to service clients. Conversely, the recent Financial Standard Managed Accounts Forum heard what prevents advisers ... |
| | | ... result of increased adviser interest in Insignia's managed account offering, with $315 million going into MLC Managed Accounts. Its direct capabilities saw $964 million in net outflows due to institutional clients rebalancing within the Antares business ... |
| | | ... the quarter, Praemium welcomes five new client organisations to out Scope services." The Praemium separately managed accounts (SMA) scheme achieved quarterly net inflows of $165 million. The strong level of gross inflows was assisted by a return to conventional ... |
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