More advisers embracing managed accounts
The proportion of advisers recommending managed accounts, or intending to, has jumped from 46 per cent to 64 per cent...
The proportion of advisers recommending managed accounts, or intending to, has jumped from 46 per cent to 64 per cent...
The thematic investment manager’s global share portfolios will be available as separately managed accounts via the Praemium platform.
OneVue’s platform will be used to move Kuda Wealth’s high net worth clients to Watershed Funds Management’s managed accounts solution.
Praemium has reported strong platform inflows for the March 2018 quarter, with gross inflows of $671 million, 39 per cent...
The Praemium separately managed account (SMA) has added the Franklin Concentrated Global Equity ex Australia portfolio to its list of...
Adviser and client interest in managed accounts has soared, and there have already been clear commercial winners. Money Management wants...
The newly-floated Netwealth has confirmed the value of its managed accounts and technology strategies with a strong first half and...
Lawrence Wealth and Implemented Portfolios have announced the creation of a bespoke individually managed account offering for the former, following...
Adviser and client interest in managed accounts has never been higher and, commercially, there have already been some major winners....
The additions of AllianceBernstein and Franklin Templeton Investments to superannuation platform provider, OneVue, has boosted its international separately managed accounts...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
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© 2025 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited