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Showing 1411 - 1420 of 22775 results for "Management"

Finchley & Kent adopts Padua Solutions tech suite

JAMIE WILLIAMSON  |  MONDAY, 5 MAY 2025
... Finchley & Kent's network of advisers will have access to Padua's new Paraplanning as a Service (PaaS) and Transition Management as a Service (TMaaS), which gives access to the technology provider's full suite of solutions. PaaS sees advice documents ...

CFS allots Martin Currie two mandates

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... looking after the CFS Australian Share and CFS Geared Australian Share options, replacing Longreach CAI and Tyndall Asset Management. In the CFS single-sector portfolio, Longreach CAI previously had a 10% allocation in the Australian Share and Geared ...

Wealth managers' recovery looks promising: Research

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... super is reviewed, but we think CGF needs to have broader product offerings to capture this," the note said. "Funds management business has relatively solid flows vs. asset manager peers and presents a diversification option for CGF, but needs to become ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... Last June, Madison Financial's parent company Clime completed its divestment of the advice group to Infocus Wealth Management. At March end, Infocus was the 10 th largest non-aligned dealer group with 148 advisers. The top three non-aligned groups ...

Vado Private announces senior hire

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
Vado Private, the private credit provider, has recruited a funds management lead as demand for private corporate loans soars. Mark Zukerman has been appointed to the newly created position and will join the investment committee, ensuring the private ...

ART promotes high-profile retirement specialist

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
Australian Retirement Trust has promoted its high-profile asset liability management lead to a more senior retirement job. Longstanding executive and renowned retirement specialist Brnic Van Wyk has been elevated to principal of retirement solutions ...

Hedge fund scraps local sales role

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
BlueBay Asset Management has scrapped its institutional head of sales role in Australia and New Zealand, opting to distribute through a local firm. Ciaran McAssy confirmed his departure from the fixed-income hedge fund after almost 13 years as head ...

JP Morgan AM hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
JP Morgan Asset Management has appointed an exchange-traded fund specialist from Vanguard to bolster distribution in the rapidly growing market. Stefania Vivarini is credited with launching Vanguard's ETF-based separately managed accounts. Vivarini ...

MA Financial taps top exec for critical job

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... head of Asia Pacific and chief executive of Singapore. She also held senior roles at Capital Group, JP Morgan Asset Management, and Morgan Stanley. Although MA Financial has been actively providing investment solutions in the Asia region for over a decade ...

Super moves: Cbus, ART

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... Investors where she researched and marketed Asia equities to institutional clients and consultants and MarathonAsset Management where she supplied long and short trading ideas in the financial, property, consumer and gaming sectors. Early in her career ...