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Showing 101 - 110 of 382 results for "Fold"

More UHNWIs than ever: Report

CHLOE WALKER  |  WEDNESDAY, 2 MAR 2022
... new Knight Frank research shows. The number of UHNWIs grew by 9.3% in 2021, with an additional 52,000 people entering the fold. North America saw the largest increase with 12.2% while Africa saw the only decline in wealth. Based on the data, Knight Frank ...

Aussie CFPs move toward 5000

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
Australian Certified Financial Planners added 164 professionals to the fold last year, taking the total to nearly 5000. The Financial Planning Association of Australia, which is the certification body for the CFP designation in the country, recorded ...

GigSuper folds, administrator takes over

KARREN VERGARA  |  MONDAY, 21 FEB 2022
Startup superannuation fund GigSuper is now in administration less than five years after it launched. DW Advisory was appointed as administrator on 10 December 2021. DW Advisory held a creditors' meeting on January 22 online, detailing the financial ...

HUB24 completes Class acquisition

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
HUB24's acquisition of self-managed super fund technology provider Class has finalised. The platform announced the takeover in October 2021 and folded the technology firm into a new business unit this month. The acquisition saw Class chief executive ...

Hostplus and Maritime Super explore merger

ELIZABETH MCARTHUR  |  FRIDAY, 18 FEB 2022
Hostplus and Maritime Super have signed a memorandum of understanding, entering into merger discussions. The funds have an existing partnership, Maritime Super entered into a strategic outsourcing arrangement by moving the management of its investment ...

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
Infocus added four new financial advice firms to the fold, including welcoming Victoria Devine's Zella Wealth. The non-aligned dealer group also brought to its network Toowoomba-based Healy Financial led by Matthew Healy; Shiva Saberi's Timeless ...

PE Capital in liquidation

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
... Asia Diversified Income Fund and Asia Wholesale Opportunities Fund. The following MISs, which were unregistered, will also fold: the PE Capital Master Fund; Property Development Opportunities Fund (P1 Fund); Property Development Opportunities Fund (P3 ...

Class chief exits following takeover

KARREN VERGARA  |  TUESDAY, 8 FEB 2022
The chief executive of Class will exit this month as HUB24 folds its newly acquired firm into a new business unit. Chief executive and managing director Andrew Russell is stepping down on February 16 and will remain an adviser until March 31. HUB24 ...

Pinnacle hires retail distribution lead

KARREN VERGARA  |  MONDAY, 7 FEB 2022
Pinnacle Investment Management added a new director for its retail business to the fold, who recently finished up at a boutique investment platform. Chris Brookman joined the ASX-listed firm as a director of distribution of the retail business in February ...

Pinnacle folds boutique

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
Pinnacle Investment Management shuttered one of its affiliates just two years after it acquired a stake. Reminiscent Capital, a discretionary Asian macro strategy, folded in November 2021, resulting in a $1.8 million write off. Pinnacle hoped that Reminiscent ...