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Showing 1 - 10 of 74 results for "Delta"

IFM Investors expands into Canada

ELIZA BAVIN  |  THURSDAY, 11 DEC 2025
IFM Investors has opened an office in Toronto, as the firm expands its global footprint. Across Canada, IFM serves more than 200 institutional clients, representing approximately $15.65 billion (C$14.4bn) in funds under management (FUM). IFM said the ...

FEATURE: Back in action

ELIZA BAVIN  |  FRIDAY, 12 SEP 2025
... particularly with high-net-worth investors, says Jarrod Walter, provisional financial adviser and client service manager at Delta Financial Group. Delta Financial Group's typical client is a high-income earner with a household income of $400,000 or more ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... CFP-qualified adviser against those with an adviser who does not have the designation. It found that a CFP "professional delta" exists across four key metrics - quality of life, financial confidence, financial satisfaction, and adviser experience. Clients ...

QIC promotes key private equity staff

ELIZABETH FRY  |  MONDAY, 19 AUG 2024
... first employee at JDX Consulting, a financial services start-up that grew to over 700 employees before being acquired by Delta Capital in 2022. Meanwhile, as a new partner in the San Francisco office, Zach Jackson focuses on North American buyout strategies ...

Rest awards private equity mandate to TowerBrook Capital

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
... awarded a US$75 million ($112.15 million) mandate to transatlantic investment manager TowerBrook Capital Partners, for its Delta private equity impact fund. The Delta fund will invest in mid-sized private companies that are expected to generate strong ...

Ausbil executive departs after 23 years

ELIZA BAVIN  |  THURSDAY, 13 JUN 2024
... regular meetings, and support to the equity analysts. Gian Pandit has been appointed as deputy head of equities, Australian delta adjusted. He will also continue as the lead portfolio manager for Ausbil's 130/30 Focus Fund and Long Short Focus Fund. ...

Hamilton Lane debunks private market myths

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... Private Wealth survey, nearly 75% of private wealth respondents intend to increase their allocations. "... there is a massive delta between the amount of capital GPs were seeking to raise and what they did raise, there will continue to be an even sharper ...

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... 'regime shift' towards normalised rates and volatility, as well as muted asset class returns," MacLeod said. Research from Delta Research & Advisory commissioned by Wheelhouse found that despite having varying strategies, many funds do not provide ...

HNW population sees biggest decline in decade

CHLOE WALKER  |  WEDNESDAY, 7 JUN 2023
... while 27% said returns were lower. Elsewhere, Asia Pacific HNWIs are catching up to those in North America, with a 4.9% delta between North American and APAC HNWI population growth and a 4.7% difference in financial wealth last year narrowing North America's ...

Piecemeal super taxes won't fix budget deficit: FSC

ANDREW MCKEAN  |  FRIDAY, 14 OCT 2022
Financial Services Council (FSC) research shows that proposed increases to super taxes will not deliver a sustainable Federal Budget position. The FSC engaged DeltaPearl Partners to perform economic modelling of six possible measures adjusting the current ...
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