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Managed Accounts
For overseas fund managers coming to Australia, a focus on platforms is critical for achieving growth, according to IMAP chair Toby Potter, flagging iCapital’s partnershi...
Evidentia Private has appointed PIMCO’s Haydn Scott as principal for private wealth solutions, focusing on asset consulting and private markets. ...
Investment Trends has revealed Australian advisers are increasingly turning to ETFs to provide portfolio diversification, while new inflows for unlisted managed accounts ...
As advisers attempt to tackle mounting operational costs and achieve greater efficiency, the FY25 reporting season has revealed a growing focus on managed accounts among ...
Financial services firm Akambo has rebranded itself as an investment management and asset consulting business after almost two decades of operation, targeting $20 billion...
Having acquired Evidentia with the goal of building out its managed accounts division, GDG has reported a 49 per cent rise in managed account funds under management in FY...
Income Asset Management is set to launch two managed accounts of investment grade assets and syndicated loans in FY26, responding to adviser demand....
Beyond their investment benefits, over a third of advisers say utilising managed accounts solutions has allowed them to take on more clients, according to Praemium. ...
Investment manager Drummond Capital Partners is to launch a retail version of its private market separately managed account next month after witnessing "huge" uptake for ...
Investment manager Drummond Capital Partners has announced a raft of adviser-focused updates, including a practice growth division, relaunched manager research capabiliti...
Pinnacle Investment Management has made a strategic investment in private capital investment firm FinCap to support a new managed accounts platform....
Ascalon Capital has continued its raid of research houses with three appointments from Zenith, Evidentia and Lonsec, while Drummond Capital Partners has appointed a head ...
Private markets funds entering Australia led to increased ratings demand at Lonsec Research and Ratings in FY25, while Evidentia Group saw FUM approach $30 billion post-m...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...