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Showing 1011 - 1020 of 16387 results for "Client"

Funds SA deputy investment chief to depart

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
Funds SA will soon bid farewell to its deputy chief investment officer and director of equities. After seven years with the fund, Matthew Kempton is leaving to take up a new opportunity in Melbourne with an industry super fund. Kempton first joined ...

Insignia Financial trims $5bn off FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
... (FUM) last quarter. In the March quarter, Insignia Financial said about $1.8 billion of the $3 billion an institutional client poured into its domestic fixed income capabilities at the end of 2024 were redeemed. It said this was due to rebalancing and ...

Pinnacle affiliate launches offshore version of smaller companies fund

ANDREW MCKEAN  |  WEDNESDAY, 23 APR 2025
Langdon Equity Partners, a small-cap investment boutique founded in Toronto and backed by Pinnacle Investment Management, has launched a UCITS fund to offer a global strategy to investors in the UK, Europe, and Asia. The Langdon Global Smaller Companies ...

Iress offloads QuantHouse

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
ASX-listed Iress is divesting its market data business QuantHouse for €17.5 million ($31.4m) at a 45% discount to what it acquired it for in 2019. BAHA Tech Holding AG is set to take over Iress' European market data and trading infrastructure ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... satisfaction. However, challenges exist to their broader adoption. The migration of legacy portfolios, cost considerations, and client preferences for bespoke solutions key barriers to the broader adoption of managed accounts in Australia," he said. ...

Prime Financial Group buys Lincoln Indicators

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... acquisition adds significantly to Prime Financial Group's distribution capabilities, it said, and provides operational, client and capability synergies and cross-sell opportunities. Prime Financial Group said it is already on track to achieving $50 million ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
... aimed at attracting more advisors as the group expands. The transaction will see Equity Story absorb Baker Young's 6000 client accounts and $700 million in funds under management, including $180 million in managed discretionary accounts. The Baker Young ...

Macquarie divests North America, Europe asset management units to Nomura

KARREN VERGARA  |  TUESDAY, 22 APR 2025
Macquarie Asset Management (MAM) will sell its North American and European public investments business that comprise equities, fixed income, and multi-asset offerings to Nomura for $2.8 billion. The business, which is based in Philadelphia, has about ...

Longreach poaches CFS wealth director

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... Longreach Capital Advisors, which is led by Andrew King. "Our product and manager lineup is expanding, and as a result, our client base has grown significantly over the past 12 months, allowing us to establish a national presence," King said. Skulskaya ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... Mercer emphasised Fitzgerald's significant role over the past 15 years in expanding the firm's wealth management client base and supporting financial advisers. "We're seeing growing demand among financial advisers and wealth managers for ...