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| | | Selfwealth shareholders approved the investment platform's acquisition by Singaporean digital wealth manager Syfe Group's holding company Svava on Tuesday. Of those who voted, 99.7% were in favour of the proposed offer, which will see shareholders receive ... |
| | | | ... requirements of the institution. This, combined with market volatility, saw a total decrease of $5 billion in the wealth manager's FUM, now coming in at $321.8 billion. This is spread across Wrap ($97.7bn), superannuation ($129.8bn), and asset management ... |
| | | | ... strategy, according to Langdon founder and lead investor Greg Dean, who resigned from his role as a partner and portfolio manager at Cambridge Global Asset Management prior to establishing Langdon. "Our growing presence in the region, unlocks important ... |
| | | | Investment philosophy and portfolio performance are the main reasons why financial advisers have chosen their managed accounts provider, new research from Zenith Investment Partners show. The Unlocking Advice Efficiencies in 2025 report found that half ... |
| | | | The ASX-listed wealth manager is acquiring Lincoln Indicators, expanding its presence in the high-net-worth and self-managed super spaces. Based in Melbourne, Lincoln Indicators is a provider of investment research and portfolio, platform and funds ... |
| | | | ... in 1929. It then acquired Waddell & Reed in 2021, adding to its actively managed, long-term, open-ended US mutual fund manager capabilities. The head of MAM Ben Way said: "We are proud of the public investments business we have built and grown over many ... |
| | | | ... (AUIREL) said it has negotiated for a $2 million increase to $63.5 million. According to CoreLogic, real estate investment manager Sumner Capital and boutique property development and advisory firm Innovate Re are the buyers of 150 Charlotte Street ... |
| | | | ... aggregation of three orchards, mainly kiwifruit, with some nashi and corella pears as well as jujubes, to its farmland fund. The manager paid $33 million for the orchards in the Goulburn Valley region of Victoria, calling the purchase a well-scaled addition ... |
| | | | ... of asset management, Rachel Drew, has joined the partnership after almost two decades with the New Zealand-based fund manager. Drew spent around six years as an operating executive in one of Morrison's portfolio companies. She also helped transition ... |
| | | | The New South Wales government's investment and financial management partner has promoted its manager of infrastructure, real assets, and private markets. TCorp has confirmed the elevation of Brian To to senior manager within that business. Before ... |
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