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Showing 241 - 250 of 16365 results for "Client"

Perpetual names interim investment chief

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
... years with the firm, including 18 months running the investment team. Blunt has over 15 years' experience managing client capital in fiduciary environments, including over 10 years with Perpetual Wealth Management, including in his most recent role ...

TCorp appoints financial markets manager

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
... the permanent role, he will oversee TCorp's funding strategy, balance sheet management, local government services and client risk solutions functions across the New South Wales government's financing and investment arm. Before joining TCorp ...

Mercer's OCIO lead set to depart

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
... a wonderful experience," he said. The former Victorian Funds Management Corporation senior executive initially led the client unit for endowments and foundations before running Mercer's investment outsourcing business. Hughes has spent 20 years in ...

Iress fills APAC wealth role from within

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
... in January 2025. "Sam brings deep wealth management industry experience and a strong track record of product leadership, client delivery and commercial performance," Iress said. Wall joined the financial advice software provider 18 months ago from Insignia ...

Advice remains profitable for those who prepare: Centurion Market Makers

JAMIE WILLIAMSON  |  THURSDAY, 5 MAR 2026
... post-acquisition profit during earn-outs can be complex. As such, performance clauses should focus on revenue, recurring revenue, and client retention, the guide states. It noted larger practices may be valued on earnings but offers are often structured ...

Evidentia names chief investment strategist

MATTHEW WAI  |  THURSDAY, 5 MAR 2026
Evidentia Group has appointed a new chief investment strategist, effective early April. Gareth Aird will join early next month to lead the firm's macroeconomic research capabilities, including strong focus on interest rates, inflation, currency movements ...

Clime names new chair

KARREN VERGARA  |  WEDNESDAY, 4 MAR 2026
... repositioned in a short period of time. "John's continued involvement ensures we maintain investment discipline and client alignment, while Paul brings the governance strength and transaction experience required to guide the Company through its next ...

AFM, PGIM announce exit from Qld retirement village developer

MATTHEW WAI  |  WEDNESDAY, 4 MAR 2026
Having first invested over $70 million in retirement village operator Aura in 2024, both Assembly Funds Management (AFM) and PGIM have agreed an early exit from their positions. AFM invested in Aura via its Real Estate Private Equity series and will ...

Vanguard launches three new funds

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2026
Vanguard is giving Australian investors access to US equity markets with the launch of three S&P 500 Index funds. The Vanguard S&P 500 US Shares Index ETF (ASX: V500) is an unhedged ETF; the Vanguard S&P 500 US Shares Index (Hedged) ETF (ASX: V5AH) ...

MIS review ignores key issues: FAAA

KARREN VERGARA  |  TUESDAY, 3 MAR 2026
... of Last Resort (CSLR) alongside reforms enabling Australian Financial Complaints Authority (AFCA) to apportion blame for client losses across multiple parties where appropriate. "At present, the financial advice sector is paying for client losses related ...