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Showing 191 - 200 of 16365 results for "Client"

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI  |  MONDAY, 30 MAR 2026
... institutional-quality portfolio capability while maintaining flexibility in how portfolios are implemented across platforms and client segments, it said. Vertex forms part of a broader investment ecosystem, combining independent asset consulting with ...

Clancy reshapes Rest Super investment team

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... Rest's internal asset allocation capability, investment strategy, and whole-of-fund approach. Before Rest, he was head of client portfolio solutions at BlackRock Australia, and prior to that, head of strategy and asset allocation at QBE. He also ...

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
Channel Capital has added a distribution director, strengthening its team at a time of growing demand for alternatives education and adviser support in the wealth sector. In his new role, Keenan Bunning will support advisers across the market, helping ...

Magellan strengthens ranks with twin hires

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
Magellan Financial Group is bolstering its senior ranks, bringing in new heads of product and operations as the Sydney-based asset manager pushes ahead with plans to strengthen its next phase of growth. Jonathan Gad joins as head of product, tasked ...

Perpetual multi asset leads exits

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... all asset classes, including private and public markets. In essence, she looked after the investment solutions used in client portfolios. This included multi-asset and single-asset funds run by multiple managers, as well as implemented portfolios and ...

Adviser reprimanded over clients' loss of cover

JAMIE WILLIAMSON  |  THURSDAY, 26 MAR 2026
The Financial Services and Credit Panel (FSCP) issued a reprimand to a financial adviser who recommended a client roll their super over to another product, costing them their insurance coverage. The financial adviser was reprimanded this month, after ...

North adds private markets SMA for retail investors

MATTHEW WAI  |  THURSDAY, 26 MAR 2026
... Rogan said. "Bringing this onto platform with a lower minimum investment makes it far more practical to use in everyday client portfolios. "Manager selection is critical in private markets, where outcomes can vary widely. Our global scale and research ...

Victory Capital exits Janus Henderson acquisition bid

KARREN VERGARA  |  THURSDAY, 26 MAR 2026
Victory Capital has pulled out of the race to acquire Janus Henderson, saying it was "disappointed" with the process and engagement with the latter's special committee. This leaves on the table the bid made by Trian Fund Management and General Catalyst ...

U Ethical chief executive departs, successor named

MATTHEW WAI  |  WEDNESDAY, 25 MAR 2026
... opportunity now is to strengthen alignment across investment, product and distribution, and to scale that capability to a broader client base without diluting the integrity of the model. "This is about building on a strong platform. It includes enhancing ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
When Melinda Kee was sick with COVID-19, she took respite for one week. Kee saw it as an opportunity to tick off some personal administration she'd been meaning to get to, such as changing her pet and health insurance, and electricity and gas providers. ...