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Showing 21 - 30 of 337 results for "Australia for"

Pinnacle steadies FY23 profit, FUM

KARREN VERGARA  |  FRIDAY, 4 AUG 2023
... year. The ASX-listed firm, with its 15 affiliates, saw FUM of $91.9 billion increase 10% annually. Net inflows in Australia for FY23 totalled $1.5 billion thanks to money going into public and private credit, new commitments and drawn capital into infrastructure. ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... sure his clients are well looked after," Andrew said. Capital Partners has been serving affluent clients in Western Australia for over 20 years and has twice been named Professional Practice of the Year by the Financial Planning Association of Australia ...

Treasury to 'modernise' individual tax residency rules

KARREN VERGARA  |  MONDAY, 24 JUL 2023
... proposed model, the primary test will be a simple "bright line test" whereby a person who is physically present in Australia for 183 days or more in any financial year will be deemed an Australian tax resident. Those who may not be physically present ...

Less than two weeks to nominate: Power50

STAFF WRITER  |  THURSDAY, 20 JUL 2023
... nominations and counting, there is less than two weeks left to nominate the most influential financial adviser in Australia for Financial Standard 's annual Power50 list. Thus far, almost 118 financial advisers from all types of specialisations have ...

Nuveen, Commonwealth Private partner to launch REIT

CASSANDRA BALDINI  |  FRIDAY, 30 JUN 2023
... model portfolios for private wealth clients. The strategy will also be available to other wholesale investors in Australia for a minimum investment of $100,000, Nuveen said. According to the asset manager, as of Q1 2023, the portfolio included 495 properties ...

IFM Investors names chair

CHLOE WALKER  |  MONDAY, 26 JUN 2023
... experience in corporate governance and advising financial and asset managers, including as a special advisor to Lazard Australia for over 10 years. Tanner is currently a director of Suncorp Group and Virgin Australia International, a member of the investment ...

Hamilton Lane welcomes local head of private wealth

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
... Invesco's absolute return multi-asset team in the UK for close to three years and was director of wholesale sales in Australia for more than four. Prior to Invesco, he worked at BT Investment Management, Pinnacle Investment Management Group, Macquarie ...

Search funds beat VC, private equity returns

CASSANDRA BALDINI  |  THURSDAY, 20 APR 2023
... number expected to hit 20 in 2024. While entrepreneurship through acquisition (EtA) has been a known concept in Australia for decades, the idea of bringing this particular structure around a search fund model to facilitate EtA is not, professional search ...

RFI Global takes on DBM's Atlas division

CHLOE WALKER  |  WEDNESDAY, 5 APR 2023
... are therefore very excited to bring together the two most comprehensive financial service customer data sets in Australia for the greater benefit of our clients." Illuminera's international chief executive Chris Riquier said: "The DBM Atlas team are ...

Assets under custody stagnant: Data

CASSANDRA BALDINI  |  FRIDAY, 10 FEB 2023
... asset servicing business, citing continued mandate losses. The largest drop came from HSBC, which ranked seventh in Australia for its assets under custody. In the six months to December 2022, HSBC's total assets dropped 13.1% to $197.1 billion from ...