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Showing 1091 - 1100 of 16391 results for "Client"

CFS awards fixed income mandate

ELIZA BAVIN  |  THURSDAY, 20 MAR 2025
Colonial First State (CFS) has awarded a significant mandate to global investment management firm Man Group. CFS will be investing in global fixed income through Man Numeric, the Boston-based systematic equities and credit investment manager of Man ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... developed with AMP's AI framework, integrated in the platform with the use of a large language model (LLM) for adviser and client review meetings. It leverages generative AI technology to transcribe audio recordings, with a structured file note that ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... 20 years, and Tubman noted HeirWealth's offering has become imperative for advisers to foster "enriching long-term client relationships". "By simplifying data consolidation and minimising manual effort, HeirWealth empowers advisers to manage wealth ...

Tranche 2 is coming before the election: Jones

ELIZA BAVIN  |  WEDNESDAY, 19 MAR 2025
Assistant Treasurer and Minister for Financial Services Stephen Jones has confirmed Tranche 2 off the Delivering Better Financial Outcomes reforms will be released before the upcoming election. Speaking to Financial Standard, Jones said Tranche 2 has ...

FNZ wins mandate, names APAC head

JAMIE WILLIAMSON  |  TUESDAY, 18 MAR 2025
... critical market for FNZ, and Anthony's leadership will be instrumental in strengthening our presence and deepening our client partnerships across the region," FNZ group president Roman Regelman said. "His extensive experience in wealth and asset management ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... total reach to 75%. Further, 71% of clients' total assets are stored in these accounts, directing a record 48% of new client inflows to managed accounts, up from 41% in 2024. The sector has seen record-breaking growth, now sitting at $232.77 billion ...

Navigator takes stake in 1315 Capital

KARREN VERGARA  |  MONDAY, 17 MAR 2025
... experience in supporting best-in-class managers globally through operational best practices, talent acquisition support, and client expansion will prove invaluable over the coming years." Navigator had US$79 billion of AUM at the end of December 2024. ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... senior advisers to its ranks - seven from Perpetual and two from FIIG Securities - as part of a broader push to grow its client and adviser base. Former Perpetual partners Malissa Tobias, Mark Heffernan, and Con Maglis, along with senior advisers Shiva ...

Underperforming managers in China could see pay halved

KARREN VERGARA  |  MONDAY, 17 MAR 2025
... attract global asset managers like Fidelity International Ltd. in the past few years, many products underperformed, hurting client trust and hampering fund raisings," the article read. "Investors have also grown increasingly frustrated with star managers ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... from seamless entry into AIOFP's well-regarded succession planning program, ensuring long-term business continuity and client retention." The statement said the alignment will also strengthen the profession's collective capacity to engage with ...