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Showing 1001 - 1010 of 22833 results for "management"

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
... The finalists of the FAAA Certified Financial Planner Professional of the Year Award are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent Advisory's Joe Stephan. Those vying for the FAAA Adviser of the ...

Former Income Asset Management staffer embezzles $1.5m

KARREN VERGARA  |  TUESDAY, 23 SEP 2025
A former Income Asset Management (IAM) employee has funnelled $1.5 million from the company using a bank account used by a "minority sub-custodian". IAM said it suspected fraudulent transfers made from a bank account maintained by its previous sub-custodian ...

Munro Partners adds institutional sales lead in Canada

JAMIE WILLIAMSON  |  TUESDAY, 23 SEP 2025
... experience, specialising in global equities. Most recently, he was co-head of client relations at Black Creek Investment Management. There, he also previously served as director of global equities. He's also held senior roles with Sprucegrove Investment ...

Platinum shareholders greenlight L1 Capital merger

KARREN VERGARA  |  TUESDAY, 23 SEP 2025
Platinum Asset Management shareholders have unanimously voted in favour of merging with L1 Capital to create a $16.5 billion entity. Some 99% of shareholders gave their tick of approval at the extraordinary general meeting (EGM) yesterday. This means ...

Diversa winds up struggling super fund

JAMIE WILLIAMSON  |  MONDAY, 22 SEP 2025
Diversa is closing one of its superannuation funds following a rapid decline in member accounts and funds under management. The Personal Choice Private Fund is being terminated and is expected to be wound up by 30 June 2026. All member accounts must ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
Mergers and acquisitions (M&A) in the US wealth management sector have reached unprecedented levels over the last five years and the local sector is poised to benefit highly from this, according to Berkshire Global Advisors (BGA). Bomy Hagopian, a partner ...

MHC Digital partners to launch stablecoin platform

MATTHEW WAI  |  MONDAY, 22 SEP 2025
... a stablecoin issued by Catena Digital. Under the partnership, the Catena leadership team will transition to senior management of Macropod's day-to-day, led by Drew Bradford as chief executive. Bradford is the chair of JellyC, a digital asset investment ...

MSC awarded dual mandate from newly established litigation funder

MATTHEW WAI  |  MONDAY, 22 SEP 2025
... Simon Dluzniak and chief investment officer Louise Hird in May. Dluzniak and Hird worked together at Therium Capital Management before the venture, bringing more than 30 years of litigation funding experience collectively across Australia and international ...

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
LGT Crestone has rebranded to LGT Wealth Management Australia. This firm said the move marks its ambition to lead the nation's private wealth sector and cement its alignment with LGT's global reputation. LGT said for clients, the rebrand reinforces ...

Concentration of private credit sector a concern: ASIC

JAMIE WILLIAMSON  |  MONDAY, 22 SEP 2025
... from borrower and other non-investor-paid fees. Unsustainable business models may ultimately have an impact on fund management and investor outcomes in a decline," the report reads. On valuations, it has found many funds don't perform these quarterly ...