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Showing 2171 - 2180 of 23233 results for "management"

Generation Development Group buys Evidentia

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... 15% per annum until 2030, GDG said. Evidentia was founded in 2018, providing tailored managed account and investment management solutions, and now has near $13 billion in funds under management (FUM), presenting an "exceptional growth opportunity" for ...

Convicted adviser banned over $2m theft

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... clients between February 2012 and March 2019. He worked as a financial adviser and was entrusted with the financial management of multiple clients, including family members, ASIC explained. King was the director and secretary of Veeman from August 2009 ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... financial adviser at Tupicoffs before joining Morgans Financial, drawn to its specialisation in investments and portfolio management to deepen her understanding in that space. After nearly two years at Morgans, Scarrabelotti left, citing that she preferred ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... a cloud-based technology solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised inputs and ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... appointed a financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently at Mutual Trust, which ...

Foresight Analytics names research lead

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
... services market. Before Foresight, Kumar's spent more than two decades working in research, analytics, and portfolio management roles at Morningstar, ING, and ANZ.

Moonfare launches in Australia

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
Global private equity platform Moonfare, with $5.5 billion (€3.3bn) in assets under management, has established footprints in Australia to target wholesale investors. Local wholesale and sophisticated investors now have access to Moonfare, which offers ...

Hamilton Lane closes venture fund at $615m

MATTHEW WAI  |  FRIDAY, 7 FEB 2025
... The firm has close to 30 years' experience in venture capital and growth equity and houses $116 billion assets under management in this category alone.

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... covering pre-retirement and post-retirement strategies, including investment choice, super contributions, and pension management. Last year, Bravura told FS Super that building digital advice capabilities often starts with building simple tools and calculators ...

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
Warakirri Asset Management has hired a new manager to look after clients in New South Wales and Queensland. The boutique asset manager has recruited Trent Faehndrich as regional manager for those states. The recruit is tasked with growing Warakirri's ...