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Showing 201 - 210 of 2920 results for "Phil"

CI Financial taken private by Mubadala Capital

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
CI Financial, which owns most of GSFM, is being acquired by Mubadala Capital, a subsidiary of the United Arab Emirates' sovereign wealth fund. CI Financial, which is listed on the Toronto Stock Exchange, will be taken private by Mubadala Capital in ...

TWC launches Global Wealth Creators Fund

MATTHEW WAI  |  MONDAY, 18 NOV 2024
TWC Investment Management has launched the Select Global Wealth Creators Fund (SGWC), offering access to high-quality companies to wholesale and institutional investors. The actively managed fund aims to deliver annual returns of 3-4% above the MSCI ...

Fair Work ruling, ASIC put offshoring arrangements on notice

KARREN VERGARA  |  THURSDAY, 14 NOV 2024
Fair Work Australia's (FWA) recent ruling in favour of a Philippines-based worker to bring an unfair dismissal case against the former employer could serve as a warning for financial services firms who rely on offshoring, as the corporate regulator ...

Perpetual reveals decade of philanthropy insights

ANDREW MCKEAN  |  TUESDAY, 12 NOV 2024
Perpetual, for the first time, has laid bare a decade's worth of data, unveiling insights into the philanthropic and charity sectors. In a special edition of its annual philanthropy insights report, the wealth manager said despite incremental changes ...

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2024
... in South Australia in 2019 and has since seen a three-fold increase in clients and revenues. Mutual Trust chief executive Phil Harkness said there are many synergies between Mutual Trust and CMS Private Advisory. "This merger will complement and strengthen ...

Qantas Super lowers investment fees, updates cash option

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
Qantas Super announced changes to its Cash option, updated its exclusions criteria, and lowered investment fees for members. The Cash option's objective is to achieve a return after tax and investment fees equal to the Bloomberg AusBond Bank Bill ...

CSLR warns adviser levy will balloon

KARREN VERGARA  |  FRIDAY, 25 OCT 2024
... welcomed by the industry. Financial Advice Association Australia (FAAA) general manager of advocacy and standards policy Phil Anderson said this relief resolves a problem that was identified in the law following the passing of the Delivering Better Financial ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
The controversial $370 billion pact between the US, Australia, and the UK, or 'AUKUS', is being sold as a boon for the economy and nation-building exercise that will amplify defence capabilities and strengthen regional security. But is it all ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
... chartered accounting firms where he provided specialist tax advice to private business and family trusts. Chief executive Phil Harkness noted that family offices are a powerful force. "They deploy their capital to expand their businesses, employ people ...

Ares buys GCP International in $5.5bn deal

JAMIE WILLIAMSON  |  WEDNESDAY, 9 OCT 2024
Ares Management Corporation will acquire the international business of GLP Capital Partners and certain affiliates, boosting its assets under management (AUM) by $65 billion (US$44bn). The business, known as GCP International, is being bought for $5.5 ...