SEPARATELY MANAGED ACCOUNTS
Financial planning
Shaw and Partners has reached $3 billion in funds under management on its separately managed account, and the firm is eager to expand the offering....
Financial planning
Research house SQM says the rise of separately managed accounts has seen large advice groups seek their own ratings....
Financial planning
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
Netwealth has added a series of multi-asset separately managed accounts from Activam to its platform. ...
Funds management
Fidelity International has worked in tandem with Australian wealth manager Emanuel Whybourne & Loehr to launch an actively managed global equities strategy aimed at finan...
Financial planning
Managed accounts saw net inflows of $14.3 billion in the six months to 31 December, according to the latest IMAP FUM census....
Financial planning
As assets in separately managed accounts reach $200 billion, industry stakeholders have formed a committee to standardise their fee reporting....
Financial planning
The managed account sector increased by $10.6 billion over the past six months, according to IMAP, as it surpassed the “major milestone” of $200 billion in funds under ma...
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
BetaShares has launched four ethical separately managed accounts on Praemium, including three multi-asset ones....
Expert Analysis
The resolution of several regulatory issues regarding Legal Entity Identifiers, writes Chris Donohoe, demonstrates the financial system is set for further growth....
People & Products
Aberdeen Standard Investments has added Futuro Financial Services and Profusion Planning to its separately managed account service....
Awards
A “quality” focus has helped DNR Capital Australian Equities High Conviction Portfolio win the Money Management Fund Manager of the Year award in the Separately Managed A...
Funds management
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
Features
While managed accounts have been steadily growing in Australia, there are still a number of advisers who have doubts when it comes to outsourcing their investment process...
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MARKET INSIGHTS
Podcast
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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...