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Showing 1201 - 1210 of 16719 results for "Client"

Robeco names Singapore country head

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... added: "Singapore is a key hub for our regional strategy, and I look forward to working with our talented team to deepen client relationships and support Robeco's continued growth in Asia." The bond specialist joined Robeco in 2022 as head of fixed ...

Regal Partners adds to stable, plans hotels strategy

JAMIE WILLIAMSON  |  THURSDAY, 26 JUN 2025
Regal Partners has bought a stake in a Sydney-based real estate investment manager, as well as acquiring an Adelaide hotel to seed a new strategy. Regal Partners now owns 50% of Ark Capital Partners, a specialist hotel investment and asset management ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
Desktop Broker, part of Bell Financial Group, has partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing ...

InvestSMART names chief operating officer

ELIZA BAVIN  |  THURSDAY, 26 JUN 2025
InvestSMART has named Andrew Ward as its chief operating officer in the newly created role, effective July 1. Ward is currently, and will continue to be, InvestSMART's chief financial officer along with taking on the new role. InvestSMART said the role ...

Perpetual IM switches member admin provider

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... selecting MUFG for this complex transition, Perpetual receives a number of benefits including administrative maturity, deep client base and broad service offering. We look forward to building on this strong partnership to support our broader business ...

Old challenges push asset managers to inflection point: Citi

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... especially in the ESG space (45%)," the report read. "Digitally savvy self-directed investors need superior tech-enabled client experience (42%). Tighter regulatory oversight has come with the personalisation of risk (44%)." These challenges have brought ...

DASH undertakes fresh capital raise

MATTHEW WAI  |  WEDNESDAY, 25 JUN 2025
DASH Technology Group is completing a new capital raising, with its valuation surging 59%. The cloud-based financial advice and investment management platform has signed a binding legal documentation with a new, undisclosed investor as part of an ongoing ...

Shaw and Partners splashes $63m for New Zealand expansion

MATTHEW WAI  |  TUESDAY, 24 JUN 2025
Shaw and Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m). The move brings Shaw and Partners Financial Services' assets under advice ...

4600 relevant providers yet to meet qualification standards: ASIC

KARREN VERGARA  |  TUESDAY, 24 JUN 2025
More than 4600 relevant providers have yet to meet qualification standards, according to ASIC, and have only six months to meet the deadline. An ASIC spot check of the 15,610 relevant providers listed in the Financial Advisers Register found that 6426 ...

ASIC calls on AFS licensees to 'step up'

ELIZA BAVIN  |  TUESDAY, 24 JUN 2025
... onboarding new clients; monitoring trading behaviour and conducting additional due diligence where trading is unusual for a client, a client makes large withdrawal requests or newly opened accounts are observed; and conducting further due diligence when ...