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Showing 1771 - 1780 of 20087 results for "Manager"

Insignia rejects Bain Capital takeover proposal

ANDREW MCKEAN  |  WEDNESDAY, 18 DEC 2024
... Financial has rejected the takeover proposal put forward by Bain Capital last week. In an ASX announcement, the wealth manager said its board believes that, based on its view of the fundamental value of the company, the proposed transaction doesn't ...

Growth performance of Australia's top investment managers

ANDREW MCKEAN  |  WEDNESDAY, 18 DEC 2024
Vanguard is the largest exchange-traded product (ETP) manager in Australia, having also so far this year achieved the highest growth from a funds under management (FUM) perspective ($15.4 billion) - however, there's more to the picture. According to ...

AI can improve super fund value chain: CFA Institute

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
Superannuation funds and the broader global pension system can benefit from artificial intelligence (AI) in every corner of the value chain to ultimately provide efficient, personalised services to members, new research from the CFA Institute found. ...

AMP defies super fund herd with Bitcoin bet

ANDREW MCKEAN  |  TUESDAY, 17 DEC 2024
... as other industry heavyweights stand resolute in their rejection of the digital asset. Last week, AMP senior portfolio manager Steve Flegg made public that the fund had "took the plunge" into crypto, with its exposure to digital assets now accounting ...

Perpetual takeover 'not in the best interests of shareholders'

ANDREW MCKEAN  |  TUESDAY, 17 DEC 2024
... Kravis Roberts (KKR) has been deemed not in the best interests of shareholders. An independent expert informed the wealth manager that the risk and magnitude of increased potential tax liabilities, if the transaction were to be implemented, mean that ...

Trustee valuation processes 'concerning': APRA review

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2024
... separation of operational staff from staff conducting valuation processes." There was also a high reliance on the investment manager's valuation policies and processes, especially for platform RSEs, when it came to externally managed assets. When it ...

Cost-of-living worries drain retirement confidence: MFS

KARREN VERGARA  |  TUESDAY, 17 DEC 2024
... planning tools shows they want to take control of their super in an accessible and informed way," AustralianSuper general manager of retirement Shane Hancock said.

Invest Blue expands offering with new acquisition

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
Invest Blue - part of Ironbark Group - has announced the acquisition of wealth protection and estate planning provider Lambert Group. Lambert Group has a client portfolio of 700 families, coupled with a strong referral network and an experienced team ...

BNP Paribas secures Insignia mandate

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
... simplification strategy, we undertook a review of our custody and related services arrangements," Insignia Financial general manager, fund accounting and operations Kirk Newey said. "Following an extensive tender process, we chose BNP Paribas' Securities ...

CapitaLand buys Wingate, expands local presence

MATTHEW WAI  |  MONDAY, 16 DEC 2024
... where we see significant potential for growth," Tham added. "As we strengthen our position as a leading global real asset manager, we will continue to seek opportunities to scale our Australian presence through our listed funds, private funds as well ...