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Showing 1 - 10 of 959 results for "managed accounts"

GDG delivers 36% jump in FUM

RIDDHIMA TALWANI  |  THURSDAY, 23 JUL 2026
... need for financial advice are expected to support demand across our investment bonds and LifeIncome products, managed accounts and research businesses over time," Generation Development Group chief executive Grant Hackett said. "The combination of Generation ...

Netwealth posts record FUA as managed accounts top $30bn

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
... to 182,276. Netwealth also expanded its managed account offering, adding 25 new models during the period with managed accounts now representing 22.5% of total FUA. During the quarter, the company rolled out its wholesale Netwealth Private offering and ...

Special Feature: Rewarding patient capital

PENNY PRYOR  |  TUESDAY, 14 JUL 2026
... may suggest that advisers would prefer to choose specific investments themselves so that they're not sitting in managed accounts. "I'm not hearing discussion of private equity anywhere near as often as private credit, and that could be for a variety ...

MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research. MST Investment Solutions, the portfolio advisory and implementation arm of MST Financial ...

arcpoint OCIO scores more mandates, Larapinta Private launches

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... Capital Group's mandate focuses on specialist management of alternatives and fixed income portfolios through managed accounts on HUB24. Heritage Capital Group director Hamish Blievers said: "Private markets reward specialist knowledge. Manager dispersion ...

Netwealth expands Morgan Stanley mandate

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... Morgan Stanley will provide a single technology, execution and administration platform for listed securities, managed accounts, managed funds, cash and term deposits. Clients will access consolidated portfolio, performance and tax reporting. Netwealth ...

Kudu acquires minority stake in Drummond Capital Partners

MATTHEW WAI  |  MONDAY, 22 JUN 2026
... reflected the importance of scale, financial strength and long-term investment capability in a more institutionalised managed accounts market. "As the sector evolves, advisers and their clients are placing greater emphasis on the stability, resilience ...

AZ NGA appoints chief people and tech officers

RIDDHIMA TALWANI  |  WEDNESDAY, 10 JUN 2026
... and integrated change capability, with a focus on experience and delivery. AZ NGA has appointed former head of managed accounts and alternatives at MLC Neil Gellett as the head of product. Gellett will develop AZ NGA's product strategy, establish product ...

Dexus executives step down over leaked airport data case

RIDDHIMA TALWANI  |  TUESDAY, 9 JUN 2026
... Dexus Core Infrastructure Fund, Australia Pacific Airports Fund vehicles, Infrastructure mandates and separately managed accounts.

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
... "We're proud to be partnering with JPMAM on a solution that we believe aims to set a new benchmark for how managed accounts can work for clients."
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