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Showing 121 - 130 of 2755 results for %22Scale%22

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... wealth and capital markets chief executive Esther Kerr said the transaction will enable its advice business to increase scale and reach more Australians under AZ NGA's Nestworth and associated Fortnum, while providing a greater level of access for Australian ...

Wealth managers shirk cybersecurity priorities

KARREN VERGARA  |  MONDAY, 13 NOV 2023
... against any cybersecurity standard, while 44% do not adequately perform risk assessments on third-party vendors. On a wider scale, 69% of participants said they have minimal or no capabilities in supply chain and third-party risk management. More than ...

Australian Ethical backs infrastructure debt funds

RACHEL ALEMBAKIS  |  FRIDAY, 10 NOV 2023
... without specifying the precise figure or the split to each fund. The Energy Transition Fund is dedicated to financing grid scale battery projects in Australia. The fund will provide senior debt finance to 6-8 battery projects with a total capacity of ...

VBP adds to leadership team amid Elixir acquisition

CASSANDRA BALDINI  |  FRIDAY, 10 NOV 2023
... "couldn't be happier to head up the new division." "We are so excited about the future of advice, and we have been wanting to scale up our services for you to increase our impact on helping the advisory profession to grow," she said. "We now have ...

Rest names internal global equities lead

ANDREW MCKEAN  |  THURSDAY, 9 NOV 2023
... capabilities to its global equities' portfolio is intended to deliver further value to the fund's 1.96 million members. "Using our scale and expertise to build further internal capability aims to help us realise further value for our members," he said. ...

Centrepoint Alliance acquires Financial Advice Matters

CASSANDRA BALDINI  |  THURSDAY, 9 NOV 2023
... add significant revenue, boost its team of salaried financial advisers to 19, and create a financial advice group with the scale to further expand in other locations. The entire prospective amount of $10 million in cash will be financed through Centrepoint ...

XTBs to be delisted following collapse

CASSANDRA BALDINI  |  TUESDAY, 7 NOV 2023
... "In light of the extenuating circumstances, EQT has determined that it is unlikely that the trust will reach sufficient scale to be economically viable and, on this basis, that it is in the best interests of the XTB holders to wind up the trust and cease ...

E-commerce giant retreats from super

JAMIE WILLIAMSON  |  THURSDAY, 2 NOV 2023
... fund would leverage Kogan's digital efficiency, blending its expertise as an e-commerce leader with Mercer's global scale and investment capabilities. Mercer is also trustee and administrator. "In an industry where scale and cost efficiencies ...

Perpetual loses key executive to First Sentier

JAMIE WILLIAMSON  |  THURSDAY, 2 NOV 2023
... management. "Together with her leadership team, Gazal will work with the business to continue to implement efficiency and scale to enhance productivity, to ensure the best outcomes for our valued clients and investors," First Sentier said. She is expected ...

La Trobe reveals global strategy, partners

CASSANDRA BALDINI  |  THURSDAY, 2 NOV 2023
... a key strategic partner in bringing our world-class expertise to Australian investors," he said. Talking to the company scale, Andrews noted La Trobe has $18 billion in assets under management across almost 100,000 investors, including major institutions. ...