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Showing 141 - 150 of 2734 results for "Agreement"

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
... Geraldton, Toowoomba, and Canberra. AZ NGA group chief executive Paul Barrett said MIQ's proven track record propelled the agreement. "Over the past 10 years, MiQ has grown significantly through both organic activity and a disciplined M&A strategy focused ...

BlackRock nabs $122bn Citi mandate

ELIZA BAVIN  |  FRIDAY, 5 SEP 2025
... capabilities of the leading global bank with the investment management and technology strengths of the asset manager. The agreement includes the appointment of BlackRock to manage approximately $122 billion (US$80bn) in assets for thousands of Citi Wealth ...

Equip Super rejigs insurance fees, policy terms

KARREN VERGARA  |  WEDNESDAY, 3 SEP 2025
... merge, with the latter saying it was unlikely to achieve its objectives. TelstraSuper decided to terminate the Heads of Agreement the two funds signed late last year, concluding it was not going to be in the best interests of TelstraSuper members. They ...

Lombard Odier acquires Dutch sustainable asset manager

MATTHEW WAI  |  WEDNESDAY, 3 SEP 2025
... strategy was initially conceived in 2008, led by Ownership Capital chief investment officer Otto van Buul. Under the agreement, the integration of Ownership Capital's strategy will complement LOIM's existing sustainability-focused offerings, which range ...

Praemium partners to offer more global options

MATTHEW WAI  |  TUESDAY, 2 SEP 2025
... Vestima supports over 245,000 funds across 55 markets with nearly €4 trillion ($7tn) in assets under custody. Under the agreement, advisers using Spectrum will be able to access a broader universe of investment options, including international funds ...

Perpetual flags 'uncertainty' over wealth management sale

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
... boutique, as well as costs associated with the terminated KKR transaction. "Following the decision to terminate the agreement for a scheme of arrangement with KKR in February 2025, Perpetual determined to continue internal separation of its three businesses ...

Perennial Partners takes stake in boutique fund manager

MATTHEW WAI  |  THURSDAY, 28 AUG 2025
... outperform the MSCI All Country World Index ETF (AUD) benchmark, the fund has generated41.6% p.a. since inception. Under the agreement, Ziller founder and chief investment officer Joseph Ziller, along with other parties, will hold the other 50% equity ...

Pacific Current FUM, earnings lower in FY25

KARREN VERGARA  |  TUESDAY, 26 AUG 2025
... private investor in natural resources and infrastructure, in March, changing from an equity share to a revenue share agreement, while maintaining a liquidation right of 24.9% should the company be sold. This led to a $22.1 million expense booked in FY25 ...

Liquidity issues hurting Healthbridge Capital investors

KARREN VERGARA  |  FRIDAY, 22 AUG 2025
... included a renegotiated credit facility with tightened conditions and oversight, a renewal of its investment management agreement with additional staff and issuing new unit classes to assist with liquidity. Cache said that it "recognises this news will ...

Euroz Hartleys in 'early stage' talks with big investor

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
... terms or valuation have been discussed and there is no certainty that the discussions will lead to any transaction or agreement," the ASX-listed firm said. "As part of its continuous evaluation of opportunities, Euroz Hartleys regularly explores opportunities ...