Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 849 results for "managed accounts"

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... 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 ...

InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
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 ...

Fiducian names general manager, superannuation

JAMIE WILLIAMSON  |  TUESDAY, 19 NOV 2024
... 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 ...

CFS expands managed accounts offering

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
... 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 ...

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
... 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 ...

Former Frontier alts head joins Evergreen

ELIZABETH FRY  |  THURSDAY, 7 NOV 2024
... 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 ...

Fidelity makes key sales appointments

ELIZABETH FRY  |  WEDNESDAY, 6 NOV 2024
... 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 ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... 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 ...

Institutional outflows ensure mixed quarter for Insignia Financial

JAMIE WILLIAMSON  |  THURSDAY, 24 OCT 2024
... 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 ...

Praemium FUA up 33% to $60bn

ELIZA BAVIN  |  TUESDAY, 22 OCT 2024
... 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 ...
PREVIOUS
NEXT