Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1021 - 1030 of 7758 results for "Partners"

intelliflo partners with Capital Preferences

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ...

Perpetual reveals decade of philanthropy insights

ANDREW MCKEAN  |  TUESDAY, 12 NOV 2024
Perpetual, for the first time, has laid bare a decade's worth of data, unveiling insights into the philanthropic and charity sectors. In a special edition of its annual philanthropy insights report, the wealth manager said despite incremental changes ...

Platinum seeks insto managers, new asset classes

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
... investor needs." In mid-September Platinum received an unsolicited confidential, non-binding, indicative proposal from Regal Partners under which shareholders would receive 0.274 Regal shares for each Platinum share. This is an implied value of $1.10 ...

Teaminvest partners to launch new fund

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
The Australian Wealth Advisors Group (AWAG) and Teaminvest Private Group (TIP) have partnered to launch the Succession Lending Fund. The fund was designed to address the growing need for succession planning within the accounting and financial planning ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... intergenerational wealth uniquely positions it to be a valued partner in today's financial landscape. "Clients need stable partners to provide comprehensive and secure opportunities throughout their financial journeys, and we're committed to delivering ...

New PGIM chief executive named

MATTHEW WAI  |  MONDAY, 11 NOV 2024
... of Citigroup alternative investments. Between 2006 and 2013, he was the head of Morgan Stanley Alternative Investment Partners and made a pitstop at The Carlyle Group as head of investment solutions for three years. He returned to Morgan Stanley in 2016 ...

Capital Partners managing director steps down

JAMIE WILLIAMSON  |  SUNDAY, 10 NOV 2024
David Andrew, the managing director at Capital Partners Private Wealth Advisers, is stepping down after 25 years. Andrew founded the West Australian firm in 1999. It's since grown to employ more than 50 staff and service over $2 billion in assets. ...

GQG's FUM pulls back, breaks six-month streak

ANDREW MCKEAN  |  FRIDAY, 8 NOV 2024
GQG Partners' funds under management (FUM) has taken a small tumble, slipping from US$161.6 billion to US$159.4 billion in October. The investment management firm's last dip in FUM occurred in April this year. GQG also reeled in US$3 billion ...

RBA seeks input on CBDC research project

MATTHEW WAI  |  FRIDAY, 8 NOV 2024
... priority of the RBA and the Payments System Board. The RBA, alongside the DFCRC, are seeking to engage with industry partners on Project Acacia to examine how innovation in wholesale markets could be enabled by new forms of digital money and supporting ...

Payton Capital eyes 'extensive growth', hires four

MATTHEW WAI  |  FRIDAY, 8 NOV 2024
... to not oppose the merger of Chemist Warehouse Group and Sigma Healthcare, which was the seed asset for the HMC Capital Partners Fund 1.