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Showing 201 - 210 of 16365 results for "Client"

Fink doubles down on private markets ambitions

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... business has broadened across products and regions, spanning public and private markets mandates, technology and data, and client channels." "We're seeing excellent fundraising activity. We have an ambitious 2026 fundraising plan diversified across ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... with a financial adviser." Nearly three-quarters of advisers using managed accounts now position them at the center of client portfolios as a core solution rather than as satellite allocations. This has led to advisers directing 61% of new client flows ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... divestment decision." Sequoia has already slashed $4.7 million in intangible assets relating to InterPrac, writing down the client list following mass financial adviser resignations. InterPrac had 216 financial advisers in mid-March, dropping from about ...

S64, Ardian partner to launch new fund

ELIZA BAVIN  |  MONDAY, 23 MAR 2026
S64 and Ardian have partnered to launch the S64 Ardian Access Infrastructure Fund, an evergreen Australian unit trust. The collaboration will give Australia's wealth management industry access to Ardian's infrastructure strategies through the S64 platform. ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
The Financial Services Council (FSC) has questioned Super Members Council's (SMC) recent research which found a spike in younger members switching out of industry funds into self managed super funds (SMSF) and platform products. FSC data to the ...

You can't manage what you can't measure: Vanguard

ELIZA BAVIN  |  FRIDAY, 20 MAR 2026
Appearing at the 2026 AM Tech Day event in Sydney this week, Vanguard senior portfolio manager and APAC head trader James Chatfield spoke about the importance of quality data when making decisions at the trading desk. "You can't manage what you can't ...

PIMCO appoints local managing director

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
PIMCO has promoted a senior Australian fixed income manager to managing director, recognising his leadership in the local business. Adam Bowe, who heads Australian portfolio management and sits on the Asia-Pacific portfolio committee, joined PIMCO 14 ...

Fidelity expands ESG role

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
Fidelity International has expanded the role of its Australian sustainability lead to oversee client initiatives. Daniela Jaramillo will continue to lead Fidelity's sustainability positioning while also helping deliver the firm's broader priorities ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
Former Perpetual chief executive Geoff Lloyd will become executive chair of the fund manager's wealth platform following its recent acquisition by Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion ...

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... data will be either through text, video and other digital formats to help create and deliver personal advice and enhance client engagement. Entireti group chief executive Neil Younger said plans to deliver an advice platform for the intelligence era ...