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Showing 1061 - 1070 of 7758 results for "Partners"

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... Insignia Financial's wrap platform, has added 11 new separately managed accounts (SMA) from Betashares and Drummond Capital Partners to its investment menu. The announcement coincides with the platform hitting $10 billion in funds under management (FUM) ...

Zenith appoints new head of research

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2024
Zenith Investment Partners has appointed Grant Kennaway to the new role of group head of research, with accountability for both investment and super fund research across the Australian business. In this role Kennaway will be responsible for leading ...

Liberal MPs slammed for 'dangerous' super policy

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2024
... Pension alone." Kowalczyk added there was a concern the proposal could enable economic abuse of women by their former partners in the form of pressure to withdraw their super. "There is no way to protect women from the risk of economic abuse under this ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
Acclaim Wealth has partnered with Managed Portfolios to enter the managed accounts space through a managed discretionary account (MDA) service. Acclaim Wealth chief executive Terry Constable, who succeeded Alan Hegerty in October 2023, told Financial ...

GSFM hires retail business head

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
... role for nearly 17 years, and moves over to the newly created role of client portfolio manager at GSFM affiliate Munro Partners. Williams spent the last three years at Warakirri as the distribution director for APAC and head of private wealth. He previously ...

HUB24 share price, FUA skyrocket

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
HUB24's funds under administration (FUA) hit $113 billion at the end of September while its share price jumped 400% in the last five years. Inflows and the current bull market continue to bolster the platforms business. It recorded net inflows of $4 ...

High-profile Tribeca manager sets up shop

KARREN VERGARA  |  MONDAY, 14 OCT 2024
Tribeca Investment Partners portfolio manager Jun Bei Liu is taking her top-performing $1.5 billion long-short equity fund to set up a new shop. Liu is effectively taking the Tribeca Alpha Plus Fund in a management buyout with the "blessings" of Tribeca ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
... Henderson have been elevated to the higher rank. Vanderpoel joined the wealth management team in 2008 from Lansdowne Partners. She has extensive experience developing investment strategies, incorporating asset allocation and portfolio management. The ...

TAL changes underwriting limits

KARREN VERGARA  |  MONDAY, 14 OCT 2024
... questions to appropriately manage risk, price our products fairly, and ensure we're here to support all our customers and partners over the long term," van Rensburg said. Newly appointed to the role chief executive for individual life Gavin Teichner ...

Profile Financial Services chief resigns

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... group's general manager and before that was head of operations when she joined in March 2018. Ridley also worked at Pitcher Partners as head of advice and NAB for more than six years. In 2023, Ridley told Financial Standard that her focus was on ...