MANAGED ACCOUNTS

Funds management

Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volat...

People & Products

Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...

Financial planning

Managed accounts can be a benefit for advisers in their professional year, according to experts, as they pose a lower compliance burden and improved risk management. ...

Funds management

IMAP’s census of managed account FUM has risen by 9.8 per cent to $161.9 billion in the first six months of 2023....

People & Products

Announcing record profits of $67.2 million and an increased market share of 6.7 per cent, the firm intends to relaunch an upgraded Core product in September targeting cos...

People & Products

John Nicoll, national head of sales at Zenith, has taken up a new role at portfolio construction and consulting company InvestSense. ...

Financial planning

Speaking to Money Management, Mason Stevens’ CIO, Jacqueline Fernley, has discussed the three key things advisers need to consider when working with an outsourced asset c...

People & Products

BT’s Private Portfolio Management business will transition to Mercer later this year, following the acquisition of Advance Asset Management and the transfer of BT Super. ...

Editorial

In this week’s episode, Infinity Asset Management’s chief investment officer, Piers Bolger, shares his insights on BHP, Westpac, Afterpay, managed accounts and the market...

Funds management

Less than three years since it was launched, MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management. ...

People & Products

Separately managed accounts on the Macquarie Wrap platform have passed $10 billion in funds under management. ...

Financial planning

A new report evaluating advisers’ attitudes and use of managed accounts has highlighted its sustained popularity, with ETFs among the most popular products in these portf...

Financial planning

IMAP’s Census of Managed Account FUM has reported over $10 billion of inflows in the last six months of 2022, recording a 9.8% rise in funds under management from the pre...

People & Products

The firm has announced a partnership with Activus Investment Advisors to establish a suite of branded managed portfolios on the Macquarie Wrap platform....

People & Products

Lonsec has integrated its Lonsec Investment Solutions business with Implemented Portfolios Limited’s managed account solutions to offer a broader suite of investment opti...

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