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Showing 111 - 120 of 4394 results for %22UK model%22

Mirova targets super funds in multi-billion dollar raise

CASSANDRA BALDINI  |  TUESDAY, 7 NOV 2023
Mirova, an affiliate of Natixis Investment Managers, aims to secure support from super funds, potentially reaching billions, to launch its sixth strategy focused on energy transition infrastructure. The global asset manager intends to raise approximately ...

Prosperity merges with accounting firm

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... was considerable interest in their firm from all the major players". "It is testament to Prosperity's culture and business model that Brenden and David chose our firm," he said. Prosperity has serviced health sector professionals, small-to-medium enterprises ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... that it was "a happy change for us in Australia". "We think of that more as rightsizing our platform. So, returning to that model of the investment bank, the asset manager, the private bank. I think what's exciting about that, for us in Australia ...

Adviser numbers steady, but shortfall predicted

CHLOE WALKER  |  MONDAY, 30 OCT 2023
... aligned, and 10,476 are non-aligned. The research follows the release of Investment Trends' recent 2023 Adviser Business Model Report, which found that while the number of advisers has decreased, those who are left are servicing larger client books ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... their fee structure hand in hand with their client value proposition. "They have reviewed and documented their operational model, planned rigorously, and charge higher fees than their peers. This paves the way to higher profitability per owner. For firms ...

ASIC's pursuit of Mayfair 101 founder faces setback

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2023
... verdict. It added that Mawhinney believes "... it is apparent that ASIC had a mistaken understanding of Mayfair 101's business model and this misunderstanding could have been clarified had ASIC communicated their concerns rather than resorting to litigation ...

Magellan chief executive quits

CASSANDRA BALDINI  |  WEDNESDAY, 25 OCT 2023
... Formica said. He explained the fund manager has initiated the development of a new employee accountability and alignment model. According to Formica, the model is designed to offer staff short-term and long-term incentives that align with the goal of ...

Super bequest reform can boost charitable giving by billions: Report

ANDREW MCKEAN  |  TUESDAY, 24 OCT 2023
Superannuation bequest reform enabling Australians to channel unspent funds to a nominated charity tax-free upon death, could boost charitable giving by up to $21.9 billion annually by 2060. A report by Impact Economics and Policy, commissioned by Philanthropy ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
... their clients the ability to hold an SMA inside other portfolio types such as another SMA, managed discretionary account, or model portfolio," Quirk said. "The breadth and depth of CFS Edge will give advisers the ability to blend simple low-cost solutions ...

abrdn's Brett Jollie lands new gig

ELIZABETH FRY  |  MONDAY, 23 OCT 2023
Former abrdn Australia chief executive Brett Jollie has landed a new role at a specialist investment and wealth management consultancy. Jollie has joined the leadership team at KONU, founded by former State Street operating chief Paul Toepfer and former ...