Search Results | Showing 1 - 10 of 973 results for "managed accounts" |
| | | ... about some reports that ASIC is working on that will be interesting to follow, including a review on separately managed accounts, but she'll also have a chance to talk about what they have done this year across Shield and First Guardian." Anderson ... |
| | | | ... portfolios are now available on CFS Edge, with a minimum investment of $5000. Colonial First State executive director, managed accounts, Francy Taylor said the portfolios broadened the retirement options available to advisers on the platform. "Russell ... |
| | | | ... more than $50 billion in funds under advice across Australia and New Zealand, about $3 billion of this sits in managed accounts. Furthermore, the group launched four new multi-asset funds across moderately conservative, balanced, growth and high growth ... |
| | | | ... strategy, growth and management of Macquarie's wrap platform business. She was most recently the head of managed accounts for nearly three years at the company, and the head of wealth platform risk governance for two years before that. Prior to joining ... |
| | | | ... night, put your head on the pillow, knowing you have just left 80% of your clients out in no man's land." Managed accounts technology solves exactly that. A managed account is a structure that sits on platforms such as HUB24 or Netwealth, where model ... |
| | | | ... integration of Evidentia, Lonsec Investment Solutions and Implemented Portfolios during FY26, creating a single managed accounts platform. Lonsec also expanded its research coverage by 9% to 2001 products, while iRate subscribers increased 13% to 5629. ... |
| | | | 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 ... |
| | | | ... Investment Standards and Excellence program. The platforms market share increased to 9.7% up 98 basis points, while managed accounts FUM climbed to 27.9% to $34.6 billion. Netwealth enters FY27 targeting FUA net flows of between $18 billion and $20 billion ... |
| | | | ... assets under management, across ETFs, institutional separate accounts, and both taxable and municipal separately managed accounts (SMAs). Its standardised suite of single-security US Treasury ETFs has been the first to provide maturity-specific exposure ... |
| | | | ... governance approach." Bhana also believes the consolidation of the industry, as well as the rapid adoption of managed accounts have supercharged the demand for his offering. Moving forward, Bhana said BNV Investment Partners will continue to consult ... |
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