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Showing 271 - 280 of 3658 results for "Maintain"

Labor proposes changes to ancillary funds

KARREN VERGARA  |  WEDNESDAY, 11 JUN 2025
Labor is proposing several reforms to giving or ancillary funds that include increasing the annual distribution rate and smoothing out minimal distributions over three years. In the consultation paper Giving fund reforms: Distribution rate and smoothing ...

State Street's plan for power, product, partnerships

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... of our asset owners are like small asset management firms, so having that ability to interact is something I want to maintain. I believe that's a feature that should differentiate leading asset managers from simple product providers in the asset ...

Super moves: TCorp, ESSSuper, Funds SA, Team Super

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
TCorp has promoted Tim Dai to manager of infrastructure, real assets and private markets investments. Dai previously served as a senior associate advising the New South Wales government on complex commercial transactions, leveraging his analytical skills ...

Capstone appoints former licensee head to new role

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... O'Riley believes Capstone, as a privately held and managed company, it has the size, scale, flexibility and agility to maintain a "personal approach" to work with advisers. "With Marcus' network and focus on progression, this compelling proposition is ...

Private credit market has lenders sweating

ANDREW MCKEAN  |  THURSDAY, 5 JUN 2025
... options however, it does carry potential risks. "If these businesses are not sufficiently experienced and capitalised and maintain inadequate standards, it could lead to adverse consumer outcomes and negatively impact the reputation of the private sector ...

SS&C lands mandate from local boutique fund services provider

ANDREW MCKEAN  |  WEDNESDAY, 4 JUN 2025
SS&C Technologies has been awarded a mandate by a boutique fund services provider to investment managers in Australia to support its fund services operations. Fundhost, which has $2 billion in assets under management, provides responsible entity, trustee ...

Stakeholders ask ASIC for tougher private markets regulation

KARREN VERGARA  |  WEDNESDAY, 4 JUN 2025
... of ratings. "This will be supplemented by insights from industry experts to inform the actions the agency will take to maintain integrity, protect investors and promote the quality of Australia's private credit industry," ASIC said. Some respondents ...

Superhero plans 'mass affluent' wealth play

JAMIE WILLIAMSON  |  MONDAY, 2 JUN 2025
Superhero has welcomed its first chief investment officer, as it targets Australians seeking sophisticated solutions without the need for advice. Superhero said it is looking to "evolve beyond traditional sharetrading to offer sophisticated portfolio ...

Soul Patts merges to create new $14bn company

ANDREW MCKEAN  |  MONDAY, 2 JUN 2025
Washington H. Soul Pattinson (Soul Patts) and diversified industrial group Brickworks have signed a binding merger agreement to create a new $14 billion ASX-listed company, TopCo. Under the proposed merger, TopCo will acquire all shares in Soul Patts ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
Private wealth manager Escala Partners is poised for a management overhaul that could see the appointment of a new chief executive, according to people familiar with the matter. Two senior executives - co-chief executive Pep Perry and investment chief ...