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Showing 1021 - 1030 of 16387 results for "Client"

Mantis to distribute new micro cap offering

JAMIE WILLIAMSON  |  THURSDAY, 17 APR 2025
Mantis Funds has secured a distribution deal with Balmoral Investors, taking its micro cap strategy to market. Mantis Funds will distribute the Balmoral Investors Micro Cap Fund to wholesale investors, offering access to quality ASX-listed micro caps ...

Spender criticises Labor's 'lack of urgency' on advice reforms

ELIZA BAVIN  |  THURSDAY, 17 APR 2025
Ahead of the federal election on May 3, independent member for Wentworth Allegra Spender criticised the government for its lack of action on urgent advice reforms. Speaking at the Financial Advice Association Australia's (FAAA) federal election ...

AMP super and investments business see more outflows

ELIZA BAVIN  |  THURSDAY, 17 APR 2025
AMP's superannuation and investments business saw $108 million in net cash outflows in Q1, but still a significant reduction from $371 million in Q124. "Cashflows for the superannuation and investments business continued to progress towards positive ...

Challenger posts mixed Q3 FY25 result

MATTHEW WAI  |  THURSDAY, 17 APR 2025
... $115.2 billion, a $5.9 billion drop, mainly due to negative market movements, but also net outflows of $1.9 billion and client distributions of $0.3 billion, it said. Net outflows included the derecognition of $0.8 billion of FUM from Merlon Capital ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book from ESI Financial Services, a wholly owned entity of Brighter Super. The transaction will see up to 400 clients, generating $1 million in annual revenue, transition ...

Nearly $9bn leaves Perpetual

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... $0.4 billion impact from negative market movements. Net inflows of $0.9 billion were mainly driven by a new institutional client win. Perpetual chief executive and managing director Bernard Reilly said: "Our asset management business was impacted by ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
The ASX-listed manager's new managed account provides access to the institutional corporate syndicated loan market, offering an "attractive alternative" to traditional private credit funds. The new Income Asset Management (IAM) offering provides private ...

Global investor services group enters Australia

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... - securitisation, wholesale loans, funds, and managed investment trusts, each of which have unique market dynamics and client requirements," Pesco said. "As the only scaled end-to-end provider of trustee services and loan administration in Australia ...

HUB24 sees record quarterly inflows of $4.9bn

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... into April 2025. This has the potential to impact FUA, which is not fully correlated to equity markets due to the mix of client assets and trading behaviour on the platform. Whilst advisers are focused on supporting their clients through this period ...

Apex awarded $2.3bn fund admin mandate

MATTHEW WAI  |  MONDAY, 14 APR 2025
Apex Group has been appointed to provide fund administration and transfer agency services for four retail products of an Australian credit manager, effective today. Mutual Limited will transition administration of the Mutual Cash Fund, Mutual Income ...