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Showing 251 - 260 of 16365 results for "Client"

Silvercrest AM expands into Australia, launches fund

ELIZA BAVIN  |  TUESDAY, 3 MAR 2026
... Singapore and team members in Europe. Manonian joins from AllianceBernstein where she was responsible for consultant and key client relationships across the Asia Pacific region. She previously held a variety of roles at Franklin Templeton and Legg Mason ...

MLC completes full Retirement Boost rollout for advisers

RIDDHIMA TALWANI  |  MONDAY, 2 MAR 2026
... Centre of Excellence through which advisers can get access to expert technical insights, case studies, information and client support tools and calculators. Advisers can access a range of specialised resources, including a digital Retirement Boost optimiser ...

Magellan to merge with Barrenjoey for $906m

KARREN VERGARA  |  MONDAY, 2 MAR 2026
... "Across our investment teams, fund performance was mixed. Our newer solutions, which are increasingly aligned to current client demand and include the Magellan Global Opportunities Fund and the Vinva systematic funds, have delivered strong performance ...

Victory Capital makes 'best-of-both-worlds' offer for Janus Henderson

RIDDHIMA TALWANI  |  FRIDAY, 27 FEB 2026
... contemplated offer with Trian, including no financing outs, full specific performance protection for Janus Henderson, a lower client consent closing condition, a lower termination fee, and no requirement for Janus Henderson to make a payment to Victory ...

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... Analysis and Benchmarking Report reflected a more demanding assessment framework from advisers, as efficiency pressures from client-facing activities continue to shape adviser behaviour. More than 20% of advisers now rank security among their top three ...

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
WT Financial Group (WTL), the ASX-listed financial advice group, saw its net revenue increase 17.8% to $15.4 million in the first half of FY26, as it continues to grow its Hubco and Investco strategy. Gross revenue and other income were $119.6 million ...

Metrics hires Allianz deputy CIO

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
... chief executive Andrew Lockhart said Roddis brings asset-owner and consulting experience, along with a genuine focus on client outcomes which will help the firm serve investors more effectively. "As we continue to grow, his role in leading our distribution ...

Schroders nabs Oaktree exec to lead Asia sales

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
... development for Asia, based in Hong Kong. She will report to Ingo Heinen, global head of business development, and join the Asia Client Group executive committee. Meng is tasked with driving growth across the region, building a specialist sales team ...

Fidelity promotes high-profile resources analyst

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
Fidelity International has promoted renowned metals and mining analyst to the rank of portfolio manager Sam Heithersay has been named co-portfolio manager of the local equity funds - Fidelity Australian Equities Fund and Fidelity Funds - Australian ...

Evidentia hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
... progressing to investment consultant. He began his career in advice at Garnaut Private Wealth in 2013, holding research and client-facing roles. Cho brings deep experience in multi-asset investment management, portfolio analytics and client advisory ...