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Showing 191 - 200 of 616 results for "Cater"

Bravura signs with major fund administrator

ELIZABETH MCARTHUR  |  THURSDAY, 3 OCT 2019
Bravura has penned a new deal with a leading Australian fund administration outsourcer. The deal will see the organisation implement Bravura's Australian tax solution. The organisation will leverage the tax platform to generate new operational efficiencies ...

Client ethics the future of advice

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... industry has been slow to respond to this consumer pressure and pointed out there is room for advisers to consider how they can cater to the ethics of their clients. "People want their financial adviser to understand their goals and that means understanding ...

Perpetual in acquisition mode

KANIKA SOOD  |  FRIDAY, 23 AUG 2019
... private wealth business added five advisers in the first half and has six others ready to join. It now has 59 advisers that cater to high net worths with more than $2 million to invest, business owners and medical practitioners. Adams says these channels ...

UniSuper advice offering surges

KARREN VERGARA  |  TUESDAY, 30 JUL 2019
... superannuation fund recently opened a member centre in Adelaide, taking the total number of its on-campus presence to 10 to cater for the increased demand. On staff are more than 95 financial advisers and general advice consultants who help members with ...

Hostplus enters merger talks

KANIKA SOOD  |  TUESDAY, 2 JUL 2019
The $43 billion Hostplus is probing the possibility of a merger with another industry fund. Hostplus and the $566 million Club Super have entered into a Memorandum of Understanding to formally pursue discussions and undertake a comprehensive due diligence ...

Advice firm expands to Dubai

ELIZABETH MCARTHUR  |  TUESDAY, 2 JUL 2019
A financial advice firm catering to Australian expats is set to establish a new office in Dubai. Atlas Wealth Management will open a new office in Dubai, located in the Dubai International Finance Centre. The goal of the expansion is for Atlas to provide ...

Fund manager strengthens alternatives capabilities

ELIZABETH MCARTHUR  |  THURSDAY, 13 JUN 2019
... infrastructure investments for our clients." They will lead the team of 35 from Mirova. Vauban Infrastructure Partners will cater to institutional investors - including pension funds, insurance companies, financial institutions and family offices - across ...

Fund manager buys into Morphic AM

KARREN VERGARA  |  MONDAY, 3 JUN 2019
A specialist equity and alternatives fund manager has acquired an undisclosed stake in Morphic Asset Management. Ellerston Capital gained a controlling interest in global equities manager Morphic, which will now become an Ellerston subsidiary. Morphic ...

Chief operating officer joins platform

KARREN VERGARA  |  FRIDAY, 31 MAY 2019
... investors services in May. Caser's promotion comes as the investor services team has been significantly bolstered to cater for the strong demand for the flagship private debt fund, Wingate Investment Partners Trust no. 3 (WIP3), Wingate said.

Superannuation mergers strike oligopoly fears

KARREN VERGARA  |  TUESDAY, 23 APR 2019
Concern the superannuation industry will become an oligopoly like the banking sector is being fuelled by the regulators' new powers and increased funding, specifically aimed at forcing underperforming funds to merge or shut down. Of the $400 million ...