Skip to main content

Welcome to Managed Accounts Newswire

Welcome to Managed Accounts Newswire

Welcome to Managed Accounts Newswire a new bi-weekly publication which is the result of a joint venture between Financial Newswire and IMAP.
Managed accounts FUM approaches $300b

Managed accounts FUM approaches $300b

The latest IMAP Milliman FUM Census data has confirmed the degree to which managed accounts have become an adviser staple.
Private credit concerns ‘over-sensationalised’

Private credit concerns ‘over-sensationalised’

Global investment bank Barclays has looked to cool the rhetoric around private credit saying issues have been 'over-sensationalised'.
Brookfield Oaktree launches new private credit fund in Australia

Private markets – experience matters

Mike Taylor 31 March 2026

Investment

No Comments

Private markets managed portfolios have delivered financial advisers some comfort about investing in a sometimes complex area.

Going for Gold

CPD Content 31 March 2026

Managed Accounts

No Comments

Global interest in gold has surged, with record prices and strong investor demand highlighting its evolving role in portfolio construction.

From discount to opportunity in global REITs

CPD Content 31 March 2026

Managed Accounts

No Comments

Global REITs are emerging as a compelling investment opportunity as macro conditions stabilise and market fundamentals strengthen.


Income with purpose

CPD Content 31 March 2026

Managed Accounts

No Comments

The fixed income market is undergoing a structural evolution, as investors increasingly seek to align portfolio outcomes with broader social

CFS partner insight: Why co‑investment matters

Financial Newswire Contributor 31 March 2026

Managed Accounts

No Comments

In our inaugural Meet the Manager profile, T. Rowe Price Portfolio Manager, Peter Bates, agrees that co-investment sharpens awareness.

Managed account portfolio

3 in 5 advisers make managed accounts mainstream

Mike Taylor 23 March 2026

Funds Management

No Comments

With three in five financial advisers utilising managed accounts they have become a mainstream offering, according to new research.

Managed account portfolio

Managed accounts expected to hit $400b by decade end

Yasmine Raso 20 February 2026

Funds Management

No Comments

Zenith expects managed accounts to surpass $400 billion by 2030, fuelled by increased regulatory scrutiny and tech-enabled scalability.

IMAP Connect

INDUSTRY NEWS

A New Pace For Managed Accounts In 2026

Financial Newswire Contributor 30 March 2026

Industry News

No Comments

As advisers navigate market volatility alongside growing demands for governance, efficiency and personalisation at scale, managed accounts

Scale, Scrutiny And Stewardship In Managed Accounts

Financial Newswire Contributor 30 March 2026

Industry News

No Comments

As managed accounts continue to expand at pace, regulatory scrutiny is keeping step. But this attention is not a sudden response to any single

Managed Accounts: Building For Today – And What Comes Next

Financial Newswire Contributor 30 March 2026

Industry News

No Comments

In a market defined by the diversity of needs rather than a single client journey, the ability to meet investors where they are and adapt as they move

Filter

Custody services

Betashares, CFS unveil new line-up of retirement-focused SMAs

Yasmine Raso | 15 January 2026Betashares and CFS have joined forces to bring to market a suite of "institutional-grade" retirement-focused SMAs made available on CFS Edge.
Cameron Spittle

New managed accounts venture appoints first managing partner

Yasmine Raso | 15 December 2025Trellia Wealth Partners has appointed its inaugural Managing Partner, former Insignia Financial, AMP and Macquarie Bank executive Cameron Spittle. 
public private

Russell Investments, Invest Blue launch private markets SMA

Yasmine Raso | 28 October 2025A new private markets solution leveraging an SMA structure has launched via a partnership between Russell Investments and Invest Blue.
Custody services

Entireti meets managed account demand with new holistic service

Yasmine Raso | 2 October 2025A new managed accounts player has entered the market, with Entireti offering its network a managed account and portfolio management service.
IMAP census

Managed accounts FUM up by 24.6%

Mike Taylor | 24 September 2025Funds under management in managed accounts has continued to grow despite market volatility and geopolitical uncertainty - IMAP and Milliman.
FIIG & Equity Trustees in responsible entity agreement

CFS marks $20b managed accounts milestone with MST collab

Yasmine Raso | 24 September 2025CFS has deepened its relationship with MST Financial to mark over $20 billion invested in its managed accounts suite.
Trophy with blue background and lights

IMAP reveals finalists in managed accounts awards

Yasmine Raso | 6 August 2025The Institute of Managed Accounts Professionals has recognised 28 individual fund managers as finalists in its 2025 Managed Account Awards.
CFS launches international managed accounts on Edge

Fidelity launches Global Equity SMA

Staff Writer | 11 June 2025Fidelity International is leveraging its research capability to launch a Global Equities SMA with Emanuel Whybourne & Loehr.