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Showing 111 - 120 of 4624 results for "House"

Evolution Trustees responds to likely wholesale definition change

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
In anticipation of regulatory change, Evolution Trustees has established a division to help investment houses transition their wholesale funds to retail. The move is in response to Treasury's review of managed investment schemes and consultation on ...

Former Morningstar executive in new role

ELIZABETH FRY  |  FRIDAY, 25 AUG 2023
... years - has joined Insight Investment Consultants. Founded by Chris Lioutas, Insight aims to become a full-service research house. Accordingly, it will launch a fund research ratings business run by Murphy. Lioutas said it will start rating funds late ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... conversations into file notes, saving financial advisers up to two hours in administration time. FinTalk, which was built in-house by Guideway, records client conversations, produces a transcript, and refines this into a file note. Guideway executive ...

Talent attraction key to family office growth: KPMG

CHLOE WALKER  |  WEDNESDAY, 23 AUG 2023
... while 33% of family office professionals will be looking for a new role. "It's noticeable that being able to retain in-house teams can add to the long-term success of the family office operations as the objectives and purpose of the roles inside ...

Global X launches US tech ETF

CHLOE WALKER  |  WEDNESDAY, 23 AUG 2023
... to provide investors with access to the world's largest corporate bond. "Global X's international business, its strong in-house research team, and the backing of Mirae have enabled the launch of this new ETF, which complements other Global X ETFs offering ...

Global wealth to rise 38% by 2027: Report

CHLOE WALKER  |  THURSDAY, 17 AUG 2023
Despite a decline in aggregate global wealth last year, UBS and Credit Suisse predict an upward trend over the next five years, reaching close to $979 trillion by 2027. The 14th edition of Credit Suisse's Global Wealth Report, now jointly launched with ...

Aware Super takes 100% of Oak Tree Group

CASSANDRA BALDINI  |  THURSDAY, 17 AUG 2023
Aware Super is now sole owner of Oak Tree Group, positioning itself as a significant owner of retirement living assets in Australia while also increasing its global presence in the living sector to $5 billion. Back in 2017, the fund's initial commitment ...

Pacific Equity Partners finances reverse mortgage lender

ANDREW MCKEAN  |  MONDAY, 14 AUG 2023
Pacific Equity Partners (PEP) will finance Household Capital, a reverse mortgage lender, to address the retirement funding and housing needs of senior Australians. PEP is investing in a financing layer of Household Capital's funding structure, alongside ...

HESTA moves 10% of portfolio in-house

CASSANDRA BALDINI  |  THURSDAY, 3 AUG 2023
HESTA has significantly grown its in-house capability, resulting in the fund now handling nearly $7 billion or 10% of its portfolio internally. The news comes 18 months after the $74 billion super fund launched its internalisation strategy. In December ...

Mortgage holders, retailers relax after rate pause

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
Mortgage holders and retailers breathed a resounding sigh of relief when the Reserve Bank of Australia (RBA) steadied the cash rate for the second month in a row. In leaving the base rate at 4.1%, the RBA signalled that its monetary policy strategy ...