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Showing 231 - 240 of 1755 results for "Profile"

AFM Investment Partners brings new feeder fund to Australia

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... different asset life stages and multiple offtake schemes," Donovan said. "The focus is always on a balanced risk-return profile for institutional investors. The Vasco feeder fund offers tailored access for Australian investors." The feeder fund would ...

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... Between June 2017 and June 2023, she was employed at NAB as a business development manager, according to her LinkedIn profile. ASIC said Baaini engaged in "dishonest conduct and failed to act with integrity and sound judgment" and was "not a fit and ...

FCA issues notices to Link Fund Solutions, Woodford

KARREN VERGARA  |  FRIDAY, 12 APR 2024
... appropriate; respond appropriately to the ongoing deterioration in the fund's liquidity; and maintain a reasonable liquidity profile for the fund. "The warning notices given to Mr Woodford and WIM are not the FCA's final decisions and both parties ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... management and accounting services, and its compelling regional foothold outside metro areas. "Findex's strong growth profile, management capabilities, deep digital investment and low-risk salaried adviser model which brings accountants and financial ...

Why fund managers are missing out on investment mandates

ELIZA BAVIN  |  WEDNESDAY, 10 APR 2024
... likely to translate into compliance breaches. Of those surveyed, 92% expected the level of compliance breaches and risk profile of their organisation to increase over the next 24 months with 24% predicting a dramatic increase. Ocorian's survey revealed ...

Income AM bolsters sales function

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... also recruited Sandra Ang from National Australia Bank, where she was a senior Investment relationship manager. The high-profile Gugger brings over 30 years of experience in financial markets across Sydney, Hong Kong and London. Before working with FIIG ...

AvSuper prepares members for merger, fee changes

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
... members, investment options they are invested in will be mapped to similar options ART offers based on their risk-return profile. "The characteristics of the ART investment options in which you will be invested (on transfer to ART) will not be identical ...

Perpetual seeds Kapstream fund

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
Perpetual is backing a new strategy from Kapstream Capital, securing an undisclosed seed amount in the fund that invests in securitised warehouse financing, a form of private debt. Following its February 1 launch, the Kapstream Private Investment Fund ...

Australian Retirement Trust announces new investment strategy and options

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
Australian Retirement Trust (ART) has announced a range of changes to its investment strategy and options. ART chief of retirement, Kathy Vincent, said the fund engaged its members, advisers and employers to co-design the new investment menu. "When ...

AMP upgrades North investment platform

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
AMP's North wrap platform has introduced a feature that enables financial advisers to select investments by entering a client's target portfolio weightings. The investment switch functionality is designed to better align with how advisers construct ...