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Showing 111 - 120 of 1299 results for "Values"

Private wealth group splashes $182m on Hejaz

KARREN VERGARA  |  FRIDAY, 11 APR 2025
... ensuring that the country's expanding Muslim communities have greater access to financial solutions that align with their values. "This funding facility allows us to meet this demand at scale, supporting home buyers, business owners, and developers while ...

Janus Henderson to take on $75bn fixed income portfolio

ELIZA BAVIN  |  WEDNESDAY, 9 APR 2025
... "honoured" to partner with Guardian. "This multifaceted, innovative partnership, founded on a shared set of client-focused values, leverages our complementary strengths, creates alignment for mutual growth, and intends to achieve mutually beneficial ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... investment challenges. Many next gens require guidance on debt management, investment strategy, alignment with personal values, and managing family dynamics. "The financial services industry should be prepared to cater to this growing demand for 'next ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... practice's entrepreneurial flair," Cullen said. McLean said: "We're bringing together three likeminded teams with shared values. Hubco will give us better systems, stronger support for our advisers and clients, and a springboard for growth." WTL has ...

Modern family offices want values aligned, pioneer companies

KARREN VERGARA  |  FRIDAY, 28 MAR 2025
Family offices of today are aligning their values and principles across all generations to back pioneer companies that will create deep impact and competitive returns, the recent Impact Investment Summit Asia Pacific heard. Speaking at the two-day event ...

Active Super fined $10.5m for greenwashing

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... characteristics, the judge said. "As a result, investors lost the opportunity to invest in accordance with their investment values. Further, the contravening conduct continued over an extensive period of time (approximately two and a half years); the ...

REITs to finally see 'watershed' moment: Research

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... weighted-average basis, cap rates expanded just +3bps in the past six months, and by +21bps in the 12 months to Dec-24. Asset values declined in Office, but on an aggregated basis, all other sectors saw values bounce off troughs," Morgan Stanley said. ...

PM Capital confirms proposal to acquire Platinum funds

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... shareholders would receive PIXX units in exchange for their PMC shares, with the exchange ratio based on the relative net asset values of both funds, after accounting for transaction costs. Based on the latest NTA figures, the PMC deal would see shareholders ...

Australian Ethical delivers strong half-year results

MATTHEW WAI  |  THURSDAY, 27 FEB 2025
... strategy's success. "Our growth has been underpinned by organic activity with strong results across our direct and values aligned channels as well as inorganic activity with the acquisition of Altius," McMurdo said. "From an operational perspective ...

Platinum rolls out major leadership reshuffle

ELIZA BAVIN  |  WEDNESDAY, 26 FEB 2025
... process, with an excellent track record of performance across several manager. He is also a strong leader and shares the values and investment philosophy that have been the bedrock of Platinum's offering to clients," Peters said. "In conjunction with ...