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Showing 1151 - 1160 of 10364 results for "Trust"

Invest Blue expands offering with new acquisition

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
Invest Blue - part of Ironbark Group - has announced the acquisition of wealth protection and estate planning provider Lambert Group. Lambert Group has a client portfolio of 700 families, coupled with a strong referral network and an experienced team ...

Hostplus' AFCA complaint response times lag

ELIZA BAVIN  |  MONDAY, 16 DEC 2024
... sharing this data voluntarily and on a regular basis because we believe transparency is key to earning and maintaining the trust of our members," Elia said. "Publishing this information ensures our members have the information they need to hold us accountable ...

Bain Capital bids for Insignia Financial

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... 9.1% interest. Mitsubishi UFJ Financial Group and First Sentier Investors each have 8.3% interests. Australian Retirement Trust (8.2%), State Street (7.1%), and Vanguard (5%) also have substantial holdings. "IFL shareholders do not need to take any action ...

Danielle Press joins Income Asset Management

JAMIE WILLIAMSON  |  THURSDAY, 12 DEC 2024
Former ASIC commissioner Danielle Press joined Income Asset Management (IAM), as the company launches a bond ETF. Press is joining the board of IAM as a non-executive director, effective today. She was most recently a commissioner at ASIC, and is currently ...

Ares launches private markets fund

ANDREW MCKEAN  |  THURSDAY, 12 DEC 2024
Ares Management has launched a Private Market Fund (AUT), a locally domiciled unit trust to provide Australian wholesale clients access to Ares Private Markets Fund (AMPF) - as US registered management investment vehicle that's distributed through Ares' ...

NRL legend joins private wealth firm

ANDREW MCKEAN  |  THURSDAY, 12 DEC 2024
Ex-National Rugby League (NRL) player Cooper Cronk has joined Viola Private Wealth as an ambassador. Cronk, who's rugby league career included 372 games for the Melbourne Storm and Sydney Roosters, won six premierships, and was inducted into the Hall ...

Con Michalakis jumps to Funds SA

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... delivering exceptional investment outcomes for our clients," he said. "I'm honoured to be in a position of leadership and trust to enhance our clients' investment returns." Piteo added: "Matt has made a superb contribution as acting chief investment ...

Anne Fuchs takes on new role at ART

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
Highly experienced financial services expert Anne Fuchs now has a broader new role at Australian Retirement Trust. ART executive general manager for advice, guidance and education has been appointed executive general manager of advocacy and impact. ...

ART beefs up analytics team

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
Australian Retirement Trust has recruited two specialists to help lead its strategic, digital, and cultural transformation. First up, Sarah Dunn has been appointed general manager of transformation. She joins from Victorian Funds Management Corporation ...

AMP nabs Mercer wealth manager

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... largest dealer groups. Westpac completed the merger of BT's personal and corporate superannuation funds with Mercer Super Trust and the sale of its Advance to Mercer Australia in 2023. This is the second Mercer executive to depart in as many weeks. ...