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Showing 101 - 110 of 2420 results for "Combined"

Natixis IM adds distribution leads

KARREN VERGARA  |  WEDNESDAY, 10 SEP 2025
... for Australia and New Zealand Louise Watson said: "James, with his expertise across wealth management and investments, combined with his client-centric and consultative approach will compliment this service and strengthen our ability to build strong ...

World's pension market hits $36.9tn

ELIZA BAVIN  |  TUESDAY, 9 SEP 2025
... report by Willis Towers Watson's Thinking Ahead Institute. The annual Global Top 300 Pension Funds report revealed combined AUM broke the previous record set in 2021 at $35.7 trillion (US$23.6 trillion) before a market correction in 2022 saw AUM ...

Platinum client yanks $580m

KARREN VERGARA  |  TUESDAY, 2 SEP 2025
... should help complete Platinum's performance turnaround," Platinum managing director Jeff Peters said. "We believe the combined distribution and client service capabilities of both firms should result in an industry leading capability to drive growth. ...

Platinum banks on merger positives amid dismal FY25 result

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
... by shareholders at the vote on September 22. It will remain listed on the ASX, under a new L1G ticker code, and have a combined $16.5 billion. The update came alongside a lacklustre set of financials, including a 31% drop in adjusted operating profits ...

Vale Raymond Mason

KARREN VERGARA  |  TUESDAY, 26 AUG 2025
... Associates, and Western Asset Management. In 2020, Franklin Templeton acquired Legg Mason. At the time, the group had a combined US$1.4 trillion in assets under management (AUM). Outside of finance, Mason was a member of Johns Hopkins University's ...

Canaccord Genuity buys Wilsons Advisory

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... Australia. The senior management staff of Wilsons will continue to be involved in the business, Canaccord Genuity said. The combined wealth operations will have $17 billion in fee-generating client assets and about $42 billion in funds under advice. ...

Salter Brothers acquires Causeway AM

ELIZA BAVIN  |  THURSDAY, 21 AUG 2025
... Salter Brothers managing director, debt capital markets David O'Connor added that they have already seen interest in the combined entity. "The integration of Causeway's extensive track-record and Salter Brothers' global platform is garnering significant ...

Global X ETFs on a hiring spree, readies for $12bn FUM

MICHELLE BALTAZAR  |  THURSDAY, 21 AUG 2025
... thrilled to welcome David, Charles, Chos, Joseph, and Ella to Global X," said Alex Zaika, Global X chief executive. "Their combined expertise will be invaluable as we continue to scale our business and deliver beyond ordinary solutions to Australian ...

MLC Expand adds general manager

JAMIE WILLIAMSON  |  WEDNESDAY, 20 AUG 2025
... Press' proven ability to lead complex transformations made her the ideal choice for the role. "Her strategic vision, combined with her commitment to delivering exceptional client experiences, aligns perfectly with our ambition to be the leaders in a ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... outpacing the average with 'highly profitable' advisers charging nearly double the ongoing fees of their peers. "When combined with lean, tightly managed cost-to-serve models, these higher fees are translating into substantially stronger margins."