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Showing 261 - 270 of 1223 results for "WALE"

Macquarie AM acquires alternative investment group

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
Macquarie Asset Management has acquired an independent investment advisory firm delivering private client access to institutional hedge fund, private equity, real estate, and funds-of-funds. It agreed to acquired New York-based Central Park Group for ...

Talaria lists strategies on Chi-X

KARREN VERGARA  |  MONDAY, 18 OCT 2021
Talaria Asset Management will launch two of its products on the Chi-X as actively managed exchange-traded funds. Talaria's Global Equity Funds (TLRA) and Global Equity - Currency Hedged Fund (TLRH), which invest in between 25-40 large-cap companies ...

Real Asset Management to list REIT, makes hire

ANNABELLE DICKSON  |  MONDAY, 18 OCT 2021
The wealth and asset manager is set to list its essential services REIT and has appointed the former MA Financial Group head of technology as chief technology officer. After first f lagging the listing in December last year, the firm will list the RAM ...

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
AZ Next Generation Advisory has acquired a regional financial advice firm with $250 million in funds under management. AZ NGA is expanding to the New South Wales Hunter Region by acquiring RI Newcastle and Lower Hunter for an undisclosed amount. RI ...

UniSuper net zero efforts accelerated

JAMIE WILLIAMSON  |  TUESDAY, 12 OCT 2021
A new three-year renewable electricity deal is set to see the proportion of UniSuper's direct property portfolio that's managed by AMP Capital become carbon neutral almost a decade ahead of target. AMP Capital signed the agreement with SmartestEnergy ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
In a bid to expand nationally, Fiducian has helped one of its practices acquire clients with $38 million in funds under advice. Fiducian said it assisted the unnamed practice based in the Albury/Wodonga area by providing support services worth $360,000. ...

ESG investing 2.0 emerges

KARREN VERGARA  |  THURSDAY, 7 OCT 2021
The second iteration of environmental, social and governance investing will require a stronger level of authenticity, accountability and focus on tangible outcomes, according to sustainability experts. A significant shift is taking place in the world ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
A Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network. MISSO Wealth Management is a self-licensed advice firm catering to high and ultra-high-net-worth clients. After signing a definitive agreement ...

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
In place of its traditional awards program this year, the Association of Financial Advisers unveiled the recipients of the inaugural Great Advice Awards. AFA national president Michael Nowak said due to COVID-19 restrictions and being unable to host ...

Charter Hall Direct bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 30 SEP 2021
Charter Hall's unlisted property funds division has appointed distribution managers for almost every state and territory. Renee Oldfield joined as state distribution manager for Western Australia and South Australia from Acure Asset Management where ...