Search Results | Showing 251 - 260 of 16719 results for "Client" |
| | | ... provide integrated financial advice across Australia and New Zealand. Wakeful Partners, founded in 2010, services around 1500 client entities spanning individuals, families and small- to mid-sized businesses. Its directors, Simon Warner and Toby Oakley ... |
| | | | ... primarily driven by the Shield Master Fund and First Guardian collapses, while complaints alleging the failure to act in the client's best interest remained the top issue with a 65% increase on last year, up to 2083. AFCA previously highlighted financial ... |
| | | | ... Walker has joined the firm as investor relations manager, bringing more than 20 years' experience managing institutional client relationships across global and Australian asset managers. She has held senior roles with T. Rowe Price, Yarra Capital ... |
| | | | HSBC Australia will sell its portfolio of local home loans and personal loans valued at $36 billion to Blackstone. The sale is expected to complete in the first half of 2027, subject to regulatory approval. The remainder of HSBC Australia's retail ... |
| | | | UK research and innovation foundation Nesta Trust has transferred £120 million ($247 million) of assets from Northern Trust Asset Management to Amundi after the US manager withdrew from major global climate initiatives, highlighting the growing commercial ... |
| | | | ... capabilities in Australia and beyond," Silva said. "Polar 993 not only brings us a great Australian platform and a high-quality client base, but a proven operating system capable of underpinning the technology layer of our global fund services business." ... |
| | | | ... that many may think platforms are using their clients' data in "nefarious" ways, which is false. "It's not about client ownership; it's about the repositioning where platforms have come from a product perspective," Heine said. "The reality ... |
| | | | ... deepens the company's commitment to Australia and expands its local investment capability, with a predominantly institutional client base, spanning both Insignia mandates and third-party institutional clients while also including a range of established ... |
| | | | ... private equity, and that's just the basics." He alluded to CoreData's latest findings, where technology can bring the client-per-adviser average to 155, compared to those that were not adopting them (131), and said the leveraging of innovation ... |
| | | | ... represents an important milestone for State Street Investment Management in Australia," State Street head of intermediary client coverage in Asia Pacific Meaghan Victor said. "We pioneered the ETF industry here 25 years ago, democratising investing and ... |
|