WebPeter Fillipakis CFA, CIM, FSCI, FMA. Investment Counsellor. As an Investment Counsellor, Peter Fillipakis provides portfolio management services and his experience to our high net worth clients in the Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, he determines an ... WebJul 14, 2024 · Unified Managed Account - UMA: A unified managed account (UMA) is a professionally managed private investment account that can include multiple types of …
Financial Markets Advisory (FMA) BlackRock
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Unified Managed Account (UMA): Definition and Investment Types
WebJan 24, 2024 · The Financial Markets Authority (FMA) of New Zealand said it recorded an increase in the number of investment scams discovered during its recent fiscal year that ended in June 2024. Across all categories, the regulator highlighted 111 cases during the period, which represents a 17% increase from 95 cases in 2024. WebMar 30, 2024 · Q4 2024 FMA Report on Austrian Pensionskassen. Assets managed fell to €24.35 bn in 2024. Investment performance -9.68% in 2024. 09.03.2024. WebApr 15, 2024 · Published on: Yesterday the Financial Markets Authority (FMA) released final guidance which aims to assist managers and supervisors of KiwiSaver schemes, and other managed investment schemes, to demonstrate how they are meeting their: in respect of fees and value for money. This guidance follows a consultation paper issued by the FMA … black and decker 3 in 1 cart