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Showing 11 - 20 of 63 results for "Investment bonds"

Generation Development Group enters ASX 200

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
Generation Development Group has posted record inflows across its managed accounts and investment bonds businesses and capped off the milestone by entering the ASX 200. The group's funds under management (FUM) increased to $26.8 billion in the March ...

Australian Unity chief retires

ANDREW MCKEAN  |  TUESDAY, 18 MAR 2025
... Friendly Society, Lifeplan Australia Friendly Society, Home Care NSW, Greengate Partnership, Insignia Financial's investment bonds division, and most recently aged care provider myHomecare last year, for which it will pay $285 million. Chung said Mead's ...

GDG sees profits soar $74m

ELIZA BAVIN  |  FRIDAY, 28 FEB 2025
... merger with Lonsec Investment Solutions with a combined funds under management (FUM) of over $25 billion. GDG's investment bonds offering saw sales grow 29% year on year, contributing to a FUM increase of 27% to $3.8 billon. GDG announced it would acquire ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... stronger performance is attributed to several drivers including the desire for more financial advisers to consider investment bonds as alternative to other investment structures due to the tax arbitrage and vast estate planning benefits," Hackett added. ...

Generation Development Group profit jumps

ANDREW MCKEAN  |  THURSDAY, 29 AUG 2024
... another year of outperformance for the company, "surpassing all our key metrics," including record sales for both investment bonds and its investment-linked lifetime annuity, LifeIncome, totaling $674 million. "This resulted in our funds under management ...

Generation Development Group corrals complete ownership of Lonsec

ANDREW MCKEAN  |  TUESDAY, 23 JUL 2024
... received over $200 million in total inflows in the June quarter alone, setting an all-time sales record for both investment bonds and lifetime annuities during the period. The investment solutions provider said the record year of sales also resulted ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
... meet the holistic needs of professional advice businesses," he said. Last year, Australian Unity acquired IOOF's investment bonds business for $40 million. It recently acquired home care and home support services provider myHomecare Group (MHC) for $285 ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... due to a combination of $1.7 billion in net outflows and a $1 billion decrease related to the divestment of its investment bonds unit, offset by market performance. The outflows were from existing institutional clients, with $1.2 billion taken from Antares ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... departure comes as Insignia seeks to further overhaul its business. In July, the company announced it was selling its investment bonds unit to Australian Unity's Lifeplan Friendly Society. This was soon followed by plans to transform the advice business ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
The Adelaide-based specialty financial services provider has partnered with Mantis Funds to bring investment bonds to wealth managers, financial advisers and high-net-worth individuals (HNWIs). As part of the deal, Mantis will become the exclusive external ...