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| | | ... Australia's first wellbeing company," Australian Unity said. The two hires join Balaji Gopal, who officially began leading the wealth and capital markets unit as chief executive and group executive on August 24. Gopal was the head of strategic growth ... |
| | | | ... targeting FUA net flows of between $18 billion and $20 billion and an EBITDA margin of about 47%, as it expands into private wealth and broking. Heine said the company remained focused on its longer-term "Dx30" ambition of doubling FUA on the platform ... |
| | | | Future Fund chief executive Raphael Arndt is stepping down after close to two decades with the sovereign wealth fund, six of which he served in the top spot. Future Fund chair Greg Combet said Arndt informed the board of his intention to leave the organisation ... |
| | | | ... which operates with a separate AFSL to AIA Australia and offers personal advice to customers of CBA with life insurance and wealth needs, as chief executive and managing director. Phillips was named chief group insurance officer in October 2015, having ... |
| | | | ... and calculation tools before this measure commences, and to consider a longer lead time before application, to allow the wealth management industry and the tax and advice professions to build the necessary systems and processes. |
| | | | The Australian Wealth Advisors Group (AWAG) has reported a net profit after tax (NPAT) of $689,166 in the financial year ending June 30, down by some $360,000 compared to FY25. Revenue was also down 1.9% to $11.2 million, as AWAG explained the results ... |
| | | | ... deepening relationships with advice licensees and strategic partners. Kirk brings more than 30 years of experience across the wealth management value chain, spanning platforms, superannuation, funds management and financial advice. Most recently, she ... |
| | | | ... that will complement T. Rowe Price's active fixed income lineup across our intermediary, institutional, retirement, and wealth platforms." F/m has a suite of 20 ETFs across the fixed income landscape including treasuries, corporate bonds and municipal ... |
| | | | ... managing director Bernard Reilly said the group delivered another quarter of growth while progressing the planned sale if its wealth management division to Bain Capital. |
| | | | ... manages a CRE credit portfolio of $720 million comprising 11 investments backed by institutional capital, including sovereign wealth and pension funds. It has 10 full-time employees across origination, asset management, and operations functions spanning ... |
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