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Showing 151 - 160 of 2805 results for "Advisory"

S64, Vista Equity Partners roll out unit trust

KARREN VERGARA  |  WEDNESDAY, 24 SEP 2025
... partnership launched VistaOne in the Asia Pacific region. The new product - S64 VistaOne AUT - will launch to local wealth advisory platforms, wholesale and advised retail investors in early 2026. Vista Equity Partners has US$100 billion in assets, targeting ...

Munro Partners adds institutional sales lead in Canada

JAMIE WILLIAMSON  |  TUESDAY, 23 SEP 2025
... in a way that supports clients' long-term objectives." Munro has operated in Canada since 2018, largely through a sub-advisory relationship with a Canadian asset manager. Munro Partners chief executive and founding partners Ronald Calvert said the appointment ...

National decline in retirement confidence: AMP

ANGELIQUE MINAS  |  MONDAY, 22 SEP 2025
... the superannuation industry." Informed by their recent research, AMP has created the Retirement Confidence Hub with an advisory committee of industry experts to bridge insights with practical industry application. Retirement Confidence Hub chair Ben ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
... Berkshire Global Advisors (BGA). Bomy Hagopian, a partner and head of wealth management at BGA, says in 2016, the global advisory firm registered 43 wealth management US-centric transactions. "Fast forward to 2021, we had 245 transactions. Based on the ...

Koda Capital names first partner from career program

STAFF WRITER  |  THURSDAY, 18 SEP 2025
... became an adviser three years later, specialising in providing comprehensive investment, family office, and philanthropic advisory services to the group's high-net-worth clients. "This is a special milestone. Tom is the first employee to have progressed ...

Aura Group explores ASX listing, appoints advisers

RIDDHIMA TALWANI  |  THURSDAY, 18 SEP 2025
... Australia. The manager has also appointed former Koda Capital partner and head of managed investments Jason Coggins to its advisory board. Coggins comes in with 20 years of experience in investment research and advisory and continues to hold several ...

Greece launches new innovation, infrastructure fund

JAMIE WILLIAMSON  |  WEDNESDAY, 17 SEP 2025
... some time, with Greece looking to raise €5 billion as part of its economic recovery plan. BlackRock Financial Markets Advisory was appointed in 2023 to advise Greece on how best to achieve that and was in part reached by selling several state assets ...

Brighter Super investments chief to step down

KARREN VERGARA  |  WEDNESDAY, 17 SEP 2025
... institutional partners. Following a short break, Rider said he plans to explore non-executive opportunities, including board and advisory roles.

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
AZ Next Generation Advisory (AZ NGA) has partnered with MiQ Private Wealth to provide succession solutions for its retiring partners, while funding the group's future expansion plans. Established in 2015, the Queensland-based MiQ has over 50 employees ...

Lazard Asset Management appoints new chief executive

ANGELIQUE MINAS  |  TUESDAY, 9 SEP 2025
... tenure with the company, including chief financial officer and co-head of Lazard's Capital Markets and Capital Structure Advisory practice. Russo, who will transition to an advisory role, said that Hogbin's "client-focused approach and investment expertise" ...