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Showing 1201 - 1210 of 19967 results for "CLI"

AMP introduces geared retirement options

MATTHEW WAI  |  MONDAY, 31 MAR 2025
AMP's North has worked with Betashares to introduce Australia's "first targeted geared retirement series." Unveiled today, the Betashares Moderately Geared Managed Account Portfolios, now added to North, are designed to increase exposure to defensive ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
WT Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ...

Guy Debelle to chair Funds SA

ELIZA BAVIN  |  FRIDAY, 28 MAR 2025
Funds SA has announced the appointment of Guy Debelle as chair of the Funds SA board from 24 April 2025. Debelle joined the board in July 2024 after having spent 25 years at the Reserve Bank of Australia (RBA), the last six of those as deputy governor. ...

Navigating the impact investment sector for instos

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
Institutional investors can face more obstacles in navigating the impact investment sector, and while it generates fruitful returns, an expert says it actually doesn't always produce a positive outcome after all. Discussing how impact investing ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
The chief executive of Sydney-based Capital Haus will assume the role of executive chair of Equity Story Group, as the latter plans to expand its presence in private wealth and funds management. Current executive chair Ross Landles, who will move to ...

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
EQT, the Swedish buyout firm, has snapped up GQG Partners' long-serving distribution lead. Daniel Bullock - who worked at GQG for six years - has been appointed EQT's head of private wealth in Australia. Under his leadership, GQG's distribution ...

MSC appoints operating chief

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
MSC Group's Shelley Brown will become second-in-command at the trustee firm following a promotion to operating chief. Credited with bringing commerciality to the risk side of the business, Brown has served as both the chief compliance officer and ...

New gig for JP Morgan's AI guru

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
Sydney-based Berowne Hlavaty has been appointed global head of applied AI and data science at JP Morgan, the financial services giant. After a long career in quantitative research strategy, Hlavaty is making a switch to an internal technology role where ...

MA Financial bolsters sales team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
MA Financial Group has added a senior distribution executive to support growing demand from financial intermediaries and family offices. Renee Oldfield joins the firm's asset management arm - which specialises in private credit and real estate - ...

CBRE taps industry veteran for research head

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
CBRE has appointed a new global head of research to lead the team tasked with advising investors on the forces shaping the commercial real estate market. Henry Chin succeeds Richard Barkham, who will retire at the end of June. A more than 10-year veteran ...