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Showing 201 - 210 of 3163 results for "Owner"

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
Desktop Broker, part of Bell Financial Group, has partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing ...

Nominations open for 2025 Power50

STAFF WRITER  |  MONDAY, 23 JUN 2025
Nominations for the 2025 Financial Standard Power50 are now open as we recognise the country's most influential advisers who continue to raise the standards for the profession and provide outstanding service to clients and the wider community. This ...

TWG Global to acquire LA Lakers: Reports

KARREN VERGARA  |  MONDAY, 23 JUN 2025
Fresh from acquiring a stake in Mubadala Capital, TWG Global will reportedly acquire the LA Lakers for US$10 billion. The Buss family will sell the majority ownership in the LA Lakers to TWG Global and retain a minority stake, according to multiple ...

Perennial Partners buys Melior stake

MATTHEW WAI  |  MONDAY, 23 JUN 2025
Perennial Partners is buying a majority stake in Melior Investment Management and will take over management of its flagship impact fund. Under the agreement, the Melior brand will transition to Perennial, and the Melior investment team will increase ...

JANA executive jumps to Channel

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
Channel Capital has welcomed a veteran asset consultant to the group as head of investment oversight. The appointment of JANA executive Matthew Griffith underlines Channel Capital's move to enhance its investment and portfolio governance platform. ...

QIC offloads Victorian shopping centre for $440m

MATTHEW WAI  |  WEDNESDAY, 18 JUN 2025
... Declan Walsh said the site has evolved into a "first-choice" retail destination through QIC's prolonged engagement; the asset owner has had the centre on its books for more than three decades. "Driving performance also means knowing when market conditions ...

Trade war threat sparks allocation rethink by asset owners

ANDREW MCKEAN  |  THURSDAY, 12 JUN 2025
... ensuing market fallout, was top of mind for asset owners surveyed in part one of Morningstar's annual Voice of the Asset Owner Survey. Of the asset owners surveyed, nearly half of which come from Australia and New Zealand, concerns around the status ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr. The Fidelity Global Top 50 ex Australia Portfolio draws on the firm's global ...

State Street's plan for power, product, partnerships

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... understanding the rapidly evolving environment of the intermediary sector. He said while neither organisation is the beneficial owner of assets - held by Raiz clients - both share a common goal: to support the platform's customers in growing their ...

Capstone appoints former licensee head to new role

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... managing director for Affinia Financial Advisers for eight years. He has recently transitioned the licensee over to a new owner prior to joining Capstone. He was also TAL's regional manager for Queensland and Western Australia for over four years between ...