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Showing 11 - 20 of 791 results for "Investment Solutions"

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
... deliver lasting impact, Pavri said. For charitable endowments and foundations, UBS GWM offers advice and investment solutions for clients, across strategic asset allocation, discretionary portfolio management, portfolio risk management, investment governance ...

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI  |  TUESDAY, 28 APR 2026
... processes." FinCap recently nabbed ex-Zenith partner Ben Davis as its new head of portfolio construction and investment solutions for its platform. Davis will work closely with BCA Research to help integrate frameworks into the platform's managed ...

Generation Life reports cyber attack

KARREN VERGARA  |  TUESDAY, 28 APR 2026
... GDG chief executive Grant Hackett said. "This is expected to further accelerate demand for tax-effective investment solutions outside superannuation, reinforcing Generation Life's long-term growth opportunity. "The group is also monitoring potential ...

Former adviser takes on investment role

MATTHEW WAI  |  TUESDAY, 28 APR 2026
... and aims to assist financial advisers and dealer groups looking to scale their businesses through tailored investment solutions.

Mutual Trust promotes executive to head of investment solutions

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
... Corporation, and Invesco. The role has been established as part of Mutual Trust's strategy to strengthen its investment solutions capability at the core of its wealth offering, the family office said. Mutual Trust chief executive and managing partner ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... years; broadening the opportunity for clients to benefit from our CARE investment philosophy and Count's investment solutions; and improving the take-up of our outsourcing solutions, IT managed services and education and specialist advisory offerings," ...

Perpetual multi asset leads exits

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... process across all asset classes, including private and public markets. In essence, she looked after the investment solutions used in client portfolios. This included multi-asset and single-asset funds run by multiple managers, as well as implemented ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... often used by people with more complex financial circumstances who have received personal advice on tailored investment solutions." SMC data also found a similar pattern among Australians with limited amounts of super switching into SMSFs, with more ...

PIMCO appoints local managing director

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... and head of global wealth management for Asia ex-Japan. Bogoric leads a regional team focused on delivering investment solutions to private banks, retail banks, online platforms, and family offices. He also previously worked at UBS for three years. "By ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... parent company will operate sub-brands that include Ironbark Advice, Ironbark Private Wealth and Ironbark Investment Solutions. Ironbark Advice encompasses businesses like Invest Blue, JSA Group, CBS Financial, Ironbark Private Wealth includes Avanti ...