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Showing 131 - 140 of 1850 results for "Financial Group"

FSCP deregisters adviser for two years

KARREN VERGARA  |  WEDNESDAY, 12 FEB 2025
... effective from February 10 until after 10 February 2027. Meilak was an authorised representative of Lionsgate Financial Group between August 2011 and 10 February 2025. Prior to that, he was an adviser at APS Melb and Professional Investment Services. ...

EQT awarded two new mandates

ELIZA BAVIN  |  TUESDAY, 11 FEB 2025
... been awarded two fresh mandates to act as responsible entity for both Realm Investment House and MA Financial. MA Financial Group partnered with EQT as the responsible entity and custodian for its newly launched MA Credit Income Trust (ASX: MA1), the ...

JANA revamps research team

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... development to meet evolving client needs. Hugh is a former head of product at Mercer and held senior roles at BT Financial Group and Macquarie Group. Commenting on these appointments, JANA chief executive Georgina Dudley highlighted the firm's commitment ...

Magellan Financial Group 'redemption risks heightened'

ANDREW MCKEAN  |  WEDNESDAY, 5 FEB 2025
Magellan Financial Group's fair value estimates have been cut by both UBS and Morningstar due to an increased risk of redemptions following the announced departure of head of investments and infrastructure Gerald Stack, who's leaving the firm in July. ...

Australian Wealth Advisors Group invests big in Sequoia

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
The Australian Wealth Advisors Group (AWAG) has become a major shareholder in Sequoia Financial Group. AWAG, which is also ASX-listed, has an 18.02% stake in Sequoia across more than 22.37 million securities. According to the 2024 annual report, Unrandom ...

Barrenjoey acquires, expands in Hong Kong

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
... finance, and private capital. It launched in 2021, led by chief executive Brain Benari with the backing of Magellan Financial Group and Barclays. Last June, the firm expanded in Abu Dhabi to offer fixed income sales and trading services. Philip Lowe ...

Syfe bids for SelfWealth, ups BFG's offer

KARREN VERGARA  |  MONDAY, 3 FEB 2025
Trading platform Syfe has upped Bell Financial Group's (BFG) bid for SelfWealth, offering 12% more at 28 cents per share. Syfe's parent company Svava has already acquired 43.4 million SelfWealth shares, representing 18.8% of shares on issue. ...

Magellan unveils refreshed leadership, investment team

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2025
Magellan Financial Group has made a raft of changes to both its C-suite and investments team, resulting in several key departures. The changes come as Magellan looks to execute on its strategic growth ambitions, including capitalising on its strategic ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... research within Commonwealth Bank's wealth management division. He's also previously held roles with BT Financial Group, Colonial First State, KPMG, and Aon Consulting. The appointment follows that of Sarah McCarthy as head of portfolio solutions. ...

Bell Financial absorbs 75k Macquarie accounts

ELIZA BAVIN  |  WEDNESDAY, 22 JAN 2025
Bell Financial Group and Macquarie Bank have reached an agreement which will see approximately 75,000 accounts transfer from Macquarie Online Trading to the Bell Direct and Desktop Broker brands. The transition of accounts from Macquarie is expected ...