Compliance  SEAN GRAHAM | TUESDAY, 12 JUN 2018 "There is a tide in the affairs of men, which, taken at the flood, leads on to fortune" - William Shakespeare, Julius Caesar Act 4, Scene 3. Read more Applied Financial Planning  KARREN VERGARA | MONDAY, 3 SEP 2018 The tide has turned. The skepticism that followed managed accounts in its early days has waned, says Cameron Harrison Private Wealth partner and Certified Financial Planner Anne-Marie Tassoni. Read more  HARRISON WORLEY | MONDAY, 3 SEP 2018 In the previous edition of Financial Standard, Karren Vergara explored managed accounts and how the $50 billion market impacts the lives of its ever growing client base. Managed accounts are clearly important, but they are just one-quarter of the investment ... Read more  MICHAEL CROWE | MONDAY, 3 SEP 2018 About 30 kilometres from Melbourne's central business district lies the suburb of Croydon. Described as the gateway to the Yarra Valley's wineries and chocolateries, Croydon is home to less than 30,000 people. Read more  MATT HEINE | TUESDAY, 18 SEP 2018 Momentum is continuing at a rapid pace in the adoption of managed accounts, the days of them being a niche service being offered by only limited platforms is long gone. Read more Technology  |
Latest News
GQG outflows worsen, ousted from ASX200
GQG Partners' continued slump in performance continues as net outflows for funds under management (FUM) stood at US$4.3 billion in August alone, and worse, the firm has been bumped out of the ASX200 index.
Mirova sets up shop in Australia
The sustainable investing arm of Natixis Investment Managers has established a dedicated private assets team in Australia to support the continued growth of Mirova's Energy Transition Infrastructure (MET) activities.
Maquire-led consortium acquires SI Solutions
Macquarie Asset Management (MAM) has agreed to acquire a majority stake in structural integrity engineering firm SI Solutions from private equity firm MidOcean Partners, alongside co-investors that include UniSuper.
EQT ramps up investments on Asia-Pacific mid-market plays
EQT has launched an evergreen private markets strategy focused on Asia Pacific, giving eligible individual and institutional investors access to the investment manager's regional private equity platform through a single vehicle.
Further Reading
Cover Story
On the horizon
MICHAEL TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.
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What's the plan, Stan?
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