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| | | ... months ending on 30 September 2017. The transaction is expected to increase SS&C's scale, with about $3.9 billion in combined pro forma revenue and 13,000 clients. Additionally, the transaction expands SS&C's footprint into the US retirement and wealth ... |
| | | | ... the firm is looking to invest further in the UK pensions market following record inflows for the December quarter. With combined gross inflows of $764 million, $216 million of which came from international sources, Praemium said this represents the "highest ... |
| | | | ... for a smooth leadership transition." Lloyd joined Perpetual in 2010 as group executive, private wealth. He took on the combined chief executive and managing director role two years later. To the read the full list, click here. |
| | | | ... bring more specialist risk expertise to the table via our unique team-based approach to advice." "With over 100 years' combined experience in risk services, the Fairbridge team has industry knowledge second-to-none," Cullen said. |
| | | | Listed wealth firm Spring Financial Group has acquired a dealer group with a combined $200 million in funds under advice. Under the terms of the acquisition, Spring FG will pay a total consideration of $1.67 million to acquire all issued capital of ... |
| | | | ... partner with La Trobe at this time of the company's growth and development. "The calibre of the La Trobe management team, combined with their high quality loan origination and underwriting, both in the residential and commercial markets, and a strategy ... |
| | | | ... would need to restructure in order to seize those opportunities," she said. "The partnership with Future Now Ventures, combined with our current client base, industry partners, leading product suite and balance sheet, enables us to scale and seize the ... |
| | | | ... to manage the mandate. Comprising portfolio manager David Scott and analyst Pat Barrett, the team has over 56 years of combined experience and has worked together for 15 years. They have a proven track record in various market environments, having achieved ... |
| | | | ... head of sales and client management Bryan Gray added: "Our unmatched global footprint, capabilities and connectivity, combined with our well-established local presence will allow us to deliver tailored solutions for Genworth in a seamless way." "Our ... |
| | | | ... form a strategic referral alliance and partnership with Geoff Siegert at Siebury before transitioning over to the new combined entity Central West Financial Planning," head of Elders FP, Tony Beaven said. He added that the differentiated model that Elders ... |
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