north

• AMP announces the North platform reached $14.9 bn of managed account portfolio assets under management as at 31 March 2024

  AMP Ltd has released its Q1 2024 cashflows and latest AUM figures showing that North managed portfolios assets reached $14.9 bn as at end of Q1 2024

• AMP, BlackRock & Lonsec combine in powerful managed account initiative

  AMP Advice has launched Australia-first solution for democratising access to managed portfolios

• ASPIRE to portfolio tailoring in managed accounts

  David Hutchison (North) believes the industry needs to broaden the appeal of managed accounts to make this structure more attractive to advisers who seek the flexibility of adjusting client portfolios

   

• Enhancements to MyNorth Sustainable managed portfolios to lift sustainability footprint and diversification

  AMP announces enhancements to its MyNorth Sustainable managed portfolios, which as a core ESG principle invest in funds where managers influence the companies they invest in regard to environmental, social and governance matters.

• Managed accounts: Platforms and administration

  Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners) discuss some of the key factors advice practices need to consider when selecting a managed account on platform or building their own managed account offering

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• Managing the program

  John Burton (Lonsec), Mark Smith (Elston), and David Hutchison (North) discuss strategies for developing and overseeing a successful managed accounts program.

   

• North extends investment menu with new functionality for advisers & their clients

  North, one of Australia’s leading wrap investment platforms, has strengthened the breadth of its client offer with the addition of 6 new managed portfolios from global investment manager BlackRock.  says AMP Group Executive of Platforms Edwina Maloney
  

   

• North focuses on customisation and flexibility with several new additions

  North has announced that it has expanded its range of customisation options for managed portfolios, giving advisers more flexibility over the assets their clients hold, to help more advice practices deliver portfolio customisation at scale

• North’s managed portfolio AUM passes $11 billion as investment menu expands

  North, one of Australia’s leading wrap investment platforms, has seen its managed portfolio range become the fastest growing in the market after it surpassed $11 billion in assets under management (AUM) says AMP Group Executive of Platforms Edwina Maloney
  

   

• Portfolio customisation: Models with tailoring

  Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.

   

• Retirement income certainty and choice at the heart of North’s investment menu additions

  AMP Advice has launched Australia-first solution for democratising access to managed portfolios

• Retirement portfolios: Solutions for a new world

  Julian Lefcovitch (North) and Oliver Ge (Pendal) discuss the challenges facing retirees, and provide key considerations for advisers to help them navigate the complexities of retirement planning.

   

• The Holy Grail of private markets for managed accounts

  Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in going down the private markets path