Latest Managed Accounts News

Temple & Webster has delivered its most profitable April ever with EBITDA hitting around $2.5 million, setting the stage for a near doubling of earnings in FY27 despite weak consumer confidence.

Generation Development Group has completed the migration of $1.8 billion in Xplore Wealth managed discretionary accounts to Evidentia’s Implemented Portfolios on the HUB24 platform, lifting total funds under management beyond $4 billion.

Rakon Limited has swung back to profit in FY26, reporting a 24% revenue lift and doubling EBITDA, while Bourns' takeover offer edges closer to completion with 85% shareholder acceptance and pending French regulatory approval.

N1 Holdings delivered record settlement volumes and a 127% surge in quarterly cash receipts despite challenging market conditions, driven by disciplined funding and operational efficiency.

InvestSMART Group’s total Funds Under Management fell to $712 million in Q3 FY2026, weighed down by market dips and underperforming ETFs, even as subscriber revenue nudged higher and account numbers grew.

HUB24 continued its strong growth trajectory in Q3 FY26 with $4 billion in net platform inflows and announced plans to acquire the trustee of its super fund, signaling strategic consolidation amid market volatility.

Regal Partners Limited’s funds under management fell 3% to $20.2 billion in the March quarter, pressured by investment losses amid geopolitical turmoil, even as net inflows remained positive for the tenth consecutive quarter.

Navigator Global Investments (ASX: NGI) reported a 9% jump in ownership-adjusted assets under management to USD31.6 billion for Q3 FY26, driven by strong inflows, strategic acquisitions, and solid hedge fund performance amid market volatility.

Netwealth delivered a resilient March quarter with $4 billion in net inflows, pushing total funds under administration to $125.8 billion despite a 3.7% market dip. Growth in Managed Accounts and new intermediary relationships underpin ongoing momentum.

Ariadne Australia’s latest nine-month update reveals strong growth in its Orams subsidiary but a $5.2 million estimated total loss driven by currency headwinds and market declines in key investments.

Clime Investment Management has entered a strategic partnership to combine its advice business with a leading Australian financial advice group, retaining a significant equity stake and vendor financing role.

GenusPlus Group has agreed to acquire Railtrain Holdings for an upfront $36.5 million, significantly boosting its rail services scale and geographic reach across Australia. The deal includes contingent earn-outs tied to future earnings, positioning GenusPlus for immediate growth in the rail infrastructure sector.