Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 2811 - 2820 of 22782 results for "Funds"

Advisers boost client portfolios 5.9%

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... Rogan said advisers can add another 1.3% in value as this is crucial to ensure clients' portfolios don't unnecessarily leak funds. "Given that only 12% of investors list overall tax effectiveness among their top three investment considerations when making ...

NextGen Financial Group forced into liquidation

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... from leaving the country and saw his assets frozen as ASIC investigates if he inappropriately charged clients' super funds. ASIC dealt out a three-year ban to David Noel Ruthenberg last July for putting his own best interest first after he recommended ...

HMC Capital reaches first close on fund

CASSANDRA BALDINI  |  MONDAY, 25 SEP 2023
... Life Sciences Unlisted real estate fund (UHF) after receiving more than $1 billion, including from major global pension funds. The group said it secured $640 million of equity commitments, including $251 million from three major global institutional ...

GPT appoints Charter Hall executive as new chief

CASSANDRA BALDINI  |  MONDAY, 25 SEP 2023
... transition. Proutt brings over 30 years of global leadership experience and a deep understanding of commercial property markets, funds management, mergers and acquisitions and finance to the role. Before taking his six-year stint at Charter Hall, he ...

APRA moves to ensure improved member outcomes

ANDREW MCKEAN  |  FRIDAY, 22 SEP 2023
... oversight of member-fund reserves, and improve the risk management procedures involved in transferring members between different funds. APRA deputy chair Margaret Cole said updating SPS 515 was one of the regulator's most important policy priorities ...

Iress Wealth appoints interim chief

ELIZABETH FRY  |  FRIDAY, 22 SEP 2023
... oversees the delivery of strategic, operational, and financial outcomes for the wealth business. She joined from Bennelong Funds Management, where, as chief client strategy officer, she oversaw product development and management, regulatory affairs ...

Singaporean wealth manager mandates Aussie boutique

CHLOE WALKER  |  FRIDAY, 22 SEP 2023
... Small Companies Fund (SSCF). Conduit, an integrated financial services company that offers securities dealing, wealth and funds management, invested in the SSCF via the discretionary fund, the Asian Wealth Fund (AWF). AWF chief investment officer Jesse ...

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
Count is making a play for Diverger, in a deal that will create an entity with $29 billion in funds under management and advice, and house 550 financial advisers. The two ASX-listed firms have entered into a binding scheme implementation deed in which ...

Australian Retirement Trust deputy CIO to go

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2023
... February 2022. Prior, he was chief investment officer of QSuper for just over two years, following a promotion from head of funds management - the role he took on when joining the super fund in 2009. He also served as acting chief executive of the fund ...

ARK Invest acquires European ETF issuer

ANDREW MCKEAN  |  THURSDAY, 21 SEP 2023
... Existing shareholders in ARK ETFs should not be impacted, except perhaps by the benefit of increased trading liquidity in our funds," the statement said.