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Showing 221 - 230 of 16368 results for "Client"

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... non-exclusive separately managed accounts (SMA) and managed discretionary accounts (MDA) solutions and continue to manage certain client portfolios directly where this structure is appropriate. It will support the transaction via vendor finance and has ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
Following months of due diligence, Bain Capital will acquire Perpetual's wealth management business for $550 million. The two parties entered the binding agreement that will see Perpetual license its Perpetual Wealth and Perpetual Private brands ...

Janus Henderson says Victory deal could leave it 'gravely damaged'

RIDDHIMA TALWANI  |  FRIDAY, 13 MAR 2026
... could leave Janus Henderson "gravely damaged" and significantly diminish its business. It added it could suffer substantial client outflows and employee attrition given Victory's aggressive planned cost-cutting and clients' resulting expectations of ...

VFMC names head of people

JAMIE WILLIAMSON  |  FRIDAY, 13 MAR 2026
Maree Squillacioti has been appointed to the role of head of people on a permanent basis. Squillacioti has been acting in the role for the Victorian Funds Management Corporation (VFMC) for close to 12 months. Taking it on permanently, she becomes a ...

FEAL names Fund Executive of the Year

ELIZA BAVIN  |  FRIDAY, 13 MAR 2026
... highest standards of leadership within our industry." Other awards on the night were given to Hostplus executive manager, client relationships and business growth Helen Wood as the winner of the FEAL AICD Scholarship and CareSuper general manager growth ...

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... MLC and nabWealth. Lidbury's appointment comes five months after David Wright joined Pinnacle as its first head of client solutions. Wright, a co-founder of Zenith Investment Partners, is tasked with supporting Pinnacle's global growth initiatives ...

AMP investment chief reshapes her team

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
AMP investment chief Anna Shelley has handed out a string of promotions on the back of a solid year for its superannuation business. Stuart Eliot, Duy To, Steve Flegg and Jeronimo Harrison have all been promoted as part of the investment team refresh. ...

Ausbil adds to institutional sales

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... Queensland and Western Australia, reporting to the head of global distribution, Adrian Amores. Before joining Ausbil, Machin was client director at Stewart Investors, where she managed key relationships with clients, consultants and prospects across ...

Aware Super strengthens corporate super team

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
Aware Super has appointed a senior corporate super manager to lead the expansion of the fund's corporate superannuation team. Philip Seubert has been with Aware Super for five years as a business development manager and has more than 20 years of ...

QIC promotes infrastructure debt duo

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... inaugural private debt fund, and these promotions reflect their strong performance and expanded responsibilities across client engagement, team leadership, and strategic decision-making," QIC said. Separately, Megan Jones has been appointed fund manager ...