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Showing 101 - 110 of 1457 results for %22Value Partners%22

Pacific Equity Partners finances reverse mortgage lender

ANDREW MCKEAN  |  MONDAY, 14 AUG 2023
... the wealthiest retirees in the world, however most of that wealth is tied up in their homes. Home equity is four times the value of superannuation for the median retired household," he said. "The federal Retirement Income Review led the way globally ...

AMP North partners with Sandstone Insights

CASSANDRA BALDINI  |  MONDAY, 14 AUG 2023
... expand North's managed portfolio range," she said. "They [managed portfolios] form an important part of North's overall value proposition which is focused on investment choice and quality, retirement solutions, functionality, low fees and service."

Barwon snaps up $124m of healthcare assets

ANDREW MCKEAN  |  FRIDAY, 11 AUG 2023
... manager Barwon Investment Partners has added three new acquisitions to its healthcare property portfolio, increasing the value of its institutional fund to $1.4 billion. The Barwon Institutional Healthcare Property Fund (BIHPF) acquired the Mons Road ...

Treasury kicks off managed investment scheme reforms

KARREN VERGARA  |  TUESDAY, 8 AUG 2023
... funds). One area the review will consider is the appropriate threshold for wholesale clients. Currently, under the product value test, a client who invests in a financial product worth $500,000 or more is considered a wholesale investor. Under the individual ...

Iress adds new operations, customer service leaders

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
... track records of delivering consistent commercial and strategic outcomes will be a great asset to Iress as we drive improved value for our Wealth clients now and into the future." The two roles are critical in enabling Iress to get closer to clients ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... Rainmaker data, FirstChoice commands the greatest market share of advisers, both aligned and non-aligned. "We still see absolute value for FirstChoice and will continue investing in that product, and that will sit alongside Edge," he said. Quirk added ...

New boutique hires EQT as RE

KARREN VERGARA  |  MONDAY, 31 JUL 2023
... investing in Australian businesses that have a forward advantage, aligned management, and are priced below their intrinsic value," Skinner said. "Coupled with our aligned and transparent business model, we believe Blackwattle will provide a refreshing ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... professionals for decades, and we're creating that same model in advice - where there's an alignment of interests and of value creation, and support of their businesses..." Expected to be profitable after the first year, ASC will operate independently ...

Regal chases Pacific Current Group, GQG plans bid

CHLOE WALKER  |  THURSDAY, 27 JUL 2023
... confirm interest. Partnering with River Capital, Regal proposed to acquire all the issued ordinary shares in PAC at an implied value of $10.77 per share. In total this represents a $388 million buyout offer. Already, Regal is a 12% shareholder on PAC's ...

Aware Super, Challenger partner for DB solution

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUL 2023
Challenger will provide Aware Super with a $619 million group lifetime annuity policy to de-risk some of its lifetime pension liabilities. Challenger was selected by the fund, saying it is well placed to meet the needs of Aware Super's defined benefit ...