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Showing 121 - 130 of 1165 results for "Alliance"

Netwealth to distribute private markets offering

ANDREW MCKEAN  |  THURSDAY, 19 OCT 2023
... limited partnerships and non-Australian domiciled funds, sourced from iCapital's menu of managers. Commenting on the alliance, Marco Bizzozero, iCapital's head of international, noted the partnership as an "important milestone" in its global ...

Pengana launches first global private credit fund

CHLOE WALKER  |  WEDNESDAY, 11 OCT 2023
... then, the fund manager said it has been working closely with Mercer to secure global private credit opportunities. "Our alliance with Mercer provides extensive global reach and the ability to target some of the best private credit managers," Pengana ...

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... Investments and rebranded in 2021. Since then, it sought potential opportunities to expand, attempting to acquire Centrepoint Alliance, but ultimately fell through. The deal is set to be implemented in February 2024.

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... the same values and ethos. Canion is based in Geneva but will return to Perth a few times throughout the year. "Our new alliance will see me representing The Wealth Designers in Switzerland, the EU and the UK, servicing HNW clients with specialised interests ...

Koda Capital restructures Investment Strategy Group team

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2023
In a raft of changes citing "evolving business needs", Koda Capital will soon welcome a new chief investment officer and a head of investment research - private markets and opportunistic portfolios. Brigette Leckie is stepping out of the chief investment ...

HUB24 unit Class hires ops manager

ELIZABETH FRY  |  FRIDAY, 1 SEP 2023
... technology firm owned by HUB24 - has appointed Kate Anderson as general manager of operations. Anderson joins from Centrepoint Alliance, where she served as group executive, advice services and solutions. Here, she oversaw strategy development and delivery ...

ClearView reset pays dividends

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
... groups comprising of 4000 advisers. ClearView handed over its financial advice business for $15.2 million to Centrepoint Alliance in 2021, in turn for a 25% shareholding in the latter. Centrepoint also took over ClearView subsidiaries ClearView Financial ...

Centrepoint names new chair, borrows $10m for M&A

CASSANDRA BALDINI  |  WEDNESDAY, 23 AUG 2023
... mergers and acquisitions. After seven years at the head of the table, Alan Fisher is stepping down as chair of Centrepoint Alliance. He will be replaced by former ClearView Wealth chief executive Simon Swanson, effective immediately. It comes as the ...

MA Financial Group expands research team

CHLOE WALKER  |  MONDAY, 17 JUL 2023
... Australia head of markets Simon Scott said. "Natural resources have long been a global strength of Moelis & Co, our strategic alliance partner, and we are looking forward to building our resources offering in the Australian market." MA Moelis Australia ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... third place with 310 advisers. It bucked the trend by adding a net of 34 advisers. Consultum Financial Advisers (305), Alliance Wealth (286), Ord Minnett (267), Count Financial (266), Lifespan Financial Planning (258), and Capstone Financial Planning ...