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Showing 141 - 150 of 1153 results for "Alliance"

Investment industry veteran joins Rest board

CASSANDRA BALDINI  |  THURSDAY, 25 AUG 2022
... positions at several funds management firms, including Fidelity International as its managing director, Australia and Alliance Bernstein as its chief executive and managing director Australia and New Zealand. Rest chair Ken Marshman said Bargholz is ...

Clime, Marcus Today form strategic alliance

JAMIE WILLIAMSON  |  FRIDAY, 19 AUG 2022
Clime Investment Management has entered a strategic alliance with Marcus Today to manage the latter's $70 million managed accounts portfolio. Under the deal, Clime will manage Marcus Today's managed accounts portfolios under the Ralton Asset ...

Australian Eagle team to join Montgomery IM

JAMIE WILLIAMSON  |  MONDAY, 8 AUG 2022
The team at Australian Eagle Asset Management will join Montgomery Investment Management as part of a new partnership next month. The six-person team, led by chief investment officer Sean Sequeira and senior portfolio manager Alan Kwan, will join under ...

FSC guidance looks to eliminate greenwashing

ANDREW MCKEAN  |  WEDNESDAY, 3 AUG 2022
... along with its role in allocating capital to facilitate the transition to a low carbon economy." "The Glasgow Financial Alliance for Net Zero estimates US$4.5 trillion a year from 2026 is required to transition the global economy to net zero by 2050. ...

Barrenjoey joins forces with Kiwi broker

CHLOE WALKER  |  WEDNESDAY, 3 AUG 2022
Barrenjoey Capital Partners has formed a strategic alliance with New Zealand based investment bank Forsyth Barr for reciprocal access to research, advisory and capital markets services. The pair, who recently worked together as joint lead managers on ...

TAL completes acquisition of Westpac Life

CASSANDRA BALDINI  |  MONDAY, 1 AUG 2022
... TAL chief executive and managing director Brett Clark said the completion of the acquisition, alongside the strategic alliance is another significant step towards TAL's goal of protecting more Australians. "TAL and Westpac share a strong belief in the ...

Increased scale drives Diverger results

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
... all growing well." In an effort to further increase that scale, Diverger recently made an offer to acquire Centrepoint Alliance, while Jacobsen couldn't comment further, he said the discussions are ongoing and currently inconclusive. The group outlined ...

Those most in need of advice see least value in it: Research

JAMIE WILLIAMSON  |  TUESDAY, 12 JUL 2022
... financial inequality in society," Krishnamurti said. The research was funded by Magellan Asset Management, Centrepoint Alliance, the Financial Planning Association of Australia and the Financial Planning Education Council. The findings are based on survey ...

AMP appoints general manager, wealth distribution

CHLOE WALKER  |  THURSDAY, 7 JUL 2022
Lisa Sorgini has been appointed to the role of general manager of wealth distribution, as part of AMP's Australian Wealth Management business. Having acted in the role since February this year, Sorgini's permanent appointment takes immediate effect. ...

Diverger takes stake in McGregor Wealth Management

CHLOE WALKER  |  MONDAY, 4 JUL 2022
... dividends." The news comes after Diverger proposed a $65 million acquisition of leading financial adviser firm Centrepoint Alliance in late June. The potential merger could create the third largest licensee behind Insignia and AMP.