managed accounts

Financial planning

Drummond to expand private market SMA to retail

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 ...

Financial planning

Drummond shines light on advisers with refocused business

Investment manager Drummond Capital Partners has announced a raft of adviser-focused updates, including a practice growth division, relaunched manager research capabiliti...

Financial planning

Pinnacle backs launch of private markets managed account model

Pinnacle Investment Management has made a strategic investment in private capital investment firm FinCap to support a new managed accounts platform....

Financial planning

Evidentia principal jumps to Ascalon; Drummond appoints practice growth head

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 ...

Financial planning

Evidentia FUM approaches $30bn in Q4

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...

Financial planning

AMP platform cash flow surges in Q2

AMP’s platform has seen net cash flow increase 63 per cent in Q2, while its superannuation and investment division returned to positive cash flow for the first time since...

Financial planning

Advice evolution bodes well for future managed account developments

Scarcity Partners believes the dynamics playing out in the managed account and outsourced chief investment officer market are “here to stay” based on positive development...

Funds management

InvestSense deal reflects strong adviser focus for Betashares

Betashares chief executive, Alex Vynokur, has said that the firm is focused on financial advisers “more than ever” as it grows the business, having announced a merger wit...

Funds management

Betashares forms $8bn managed account provider with InvestSense

Betashares is to merge its managed account business with InvestSense to form a purpose-built option for financial advisers, forecasting a positive outlook for future indu...

Financial planning

Netwealth FUA ends FY25 at $112.8bn

High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25....

Financial planning

Greater bespoke model portfolio usage expected from licensees

Australian licensees are expected to make greater use of custom model portfolios for their clients, according to State Street Investment Management, following in the foot...

Financial planning

Evidentia Group confirms exec leadership team

Evidentia Group has confirmed its new executive leadership structure, having been formed from the merger between Evidentia and Lonsec Investment Solutions, to shape the f...

Financial planning

CFS expands Edge menu with fixed income manager

Colonial First State has announced the latest manager to join its Edge managed accounts menu, focusing on providing investors with a strategic income....