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Showing 1021 - 1030 of 9266 results for "Wealth"

Investment firm becomes cornerstone investor in Finexia

ANDREW MCKEAN  |  TUESDAY, 27 AUG 2024
... a demonstrated track record of transforming businesses, accelerating their growth through partnerships, and bringing a wealth of operational and investment experience to the table. "Their commitment and confidence in our business strategy is a great ...

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... the Interprac Financial Planning brand and add expertise and new business specialist equity advisers under the Sequoia Wealth Management brand, so we can further expand on the footprint we have established in the Equity Capital Markets and higher net ...

BlackRock launches new bond ETF

ELIZA BAVIN  |  MONDAY, 26 AUG 2024
... listed iShares product range. ULTB is expected to list on the ASX in early September. BlackRock Australasia director of wealth distribution James Waterworth said the launch of the new ETF was in response to Australian advisers and investor demand. "Bond ...

SSGA takes 5% stake in Raiz

KARREN VERGARA  |  MONDAY, 26 AUG 2024
... wants to increase operational efficiency and reduce costs via automation and enter into white-label agreements with the wealth management industry. For SSGA, the deal means making its ETFs available on Raiz's platform. SSGA's SPDR S&P/ASX 200 ...

AET boosts Equity Trustees' FY24 performance

KARREN VERGARA  |  FRIDAY, 23 AUG 2024
... $135 million. About 180 staff moved from AET to EQT as part of the transition. The integration of AET with the Trustee & Wealth Services (TWS) business was tipped to cost $22 million. This essentially replaced EQT's core client portfolio system ...

Prime Financial revenue grows 21% to $41m

ANDREW MCKEAN  |  THURSDAY, 22 AUG 2024
... Prime Financial Group has reported a 21% increase in revenue, reaching $40.8 million, bolstered by strong growth in its wealth business. The company remains on track to achieve its goal of $50 million in group revenue by FY25, with plans to double that ...

Insignia Financial books $185m loss, halts dividends

JAMIE WILLIAMSON  |  THURSDAY, 22 AUG 2024
The costs associated with the wealth giant's transformation and increased remediation provisions have resulted in a $185.3 million net loss and the need to pause dividends as it undertakes a strategic review. Releasing its full-year results to the ASX ...

Minchin Moore merges with Brand Financial

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... and regional manager for Queensland. Brand is the founder of Brand Financial and brings over two decades of expertise in wealth management and financial planning. Minchin Moore said his deep knowledge of the Queensland market and his commitment to client-focused ...

Perpetual names new chief executive

KARREN VERGARA  |  WEDNESDAY, 21 AUG 2024
... goes on gardening leave and continues to work with the board to complete the sale of Perpetual Corporate Trust and the wealth management unit that will overhaul the firm into a standalone asset manager. Kohlberg Kravis Roberts (KKR) is set to acquire ...

Channel Capital launches European Private Credit Fund

ANDREW MCKEAN  |  TUESDAY, 20 AUG 2024
... trust that accesses Goldman Sachs Asset Management's European private credit strategy, which was introduced in offshore wealth markets late last year. The fund aims to deliver risk-adjusted returns through exposure to directly originated senior secured ...