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Showing 1101 - 1110 of 19764 results for "Manager"

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
Investment philosophy and portfolio performance are the main reasons why financial advisers have chosen their managed accounts provider, new research from Zenith Investment Partners show. The Unlocking Advice Efficiencies in 2025 report found that half ...

Prime Financial Group buys Lincoln Indicators

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
The ASX-listed wealth manager is acquiring Lincoln Indicators, expanding its presence in the high-net-worth and self-managed super spaces. Based in Melbourne, Lincoln Indicators is a provider of investment research and portfolio, platform and funds ...

Macquarie divests North America, Europe asset management units to Nomura

KARREN VERGARA  |  TUESDAY, 22 APR 2025
... in 1929. It then acquired Waddell & Reed in 2021, adding to its actively managed, long-term, open-ended US mutual fund manager capabilities. The head of MAM Ben Way said: "We are proud of the public investments business we have built and grown over many ...

AOF asset settlement delayed, on track for June delisting

KARREN VERGARA  |  TUESDAY, 22 APR 2025
... (AUIREL) said it has negotiated for a $2 million increase to $63.5 million. According to CoreLogic, real estate investment manager Sumner Capital and boutique property development and advisory firm Innovate Re are the buyers of 150 Charlotte Street ...

Warakirri adds kiwifruit aggregation to farmland fund

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
... aggregation of three orchards, mainly kiwifruit, with some nashi and corella pears as well as jujubes, to its farmland fund. The manager paid $33 million for the orchards in the Goulburn Valley region of Victoria, calling the purchase a well-scaled addition ...

ECCM recruits operating chief

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Alternative asset manager East Coast Capital Management has hired a Bank of America executive to run operations. The appointment of Mary Xu as chief operating officer marks the firm's second senior appointment this year following the arrival of ...

Analyst promotions: TCorp, Future Fund, CareSuper, Fidante, First Sentier

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
The New South Wales government's investment and financial management partner has promoted its manager of infrastructure, real assets, and private markets. TCorp has confirmed the elevation of Brian To to senior manager within that business. Before ...

Morrison names new partner

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... of asset management, Rachel Drew, has joined the partnership after almost two decades with the New Zealand-based fund manager. Drew spent around six years as an operating executive in one of Morrison's portfolio companies. She also helped transition ...

Longreach poaches CFS wealth director

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... private wealth and family office clients for Longreach Capital Advisors, which is led by Andrew King. "Our product and manager lineup is expanding, and as a result, our client base has grown significantly over the past 12 months, allowing us to establish ...

Ex-MLC private equity exec joins Melbourne boutique

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... M&A include positions at Deutsche Bank and Merrill Lynch. Joining Zimmermann is Joshua Hoggard, who joins as portfolio manager. Hoggard brings credit and structuring expertise from roles at Banner Asset Management, MaxCap Group, and ANZ, where he has ...