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Showing 11 - 20 of 296 results for "New clients"

Australian Ethical FUM grows 34%

ELIZA BAVIN  |  THURSDAY, 17 JUL 2025
... acquisition of Altius Asset Management early in FY25. The investment manager said it was also beginning to secure new clients within its relatively new institutional channel. Total organic flows for FY25 were $593 million across superannuation and investments ...

Perpetual IM switches member admin provider

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... the stage for future growth." "The foundations laid through this program will strengthen the platform we offer to new clients across the market and allows us to scale readily as we on-board further cross-divisional clients in the future." Last year ...

ASIC calls on AFS licensees to 'step up'

ELIZA BAVIN  |  TUESDAY, 24 JUN 2025
... to possible use of stock images, fakes, forgeries, and independently verifying their authenticity when onboarding new clients; monitoring trading behaviour and conducting additional due diligence where trading is unusual for a client, a client makes ...

First Sentier to enter Australian ETF market

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
... increasing demand for ETFs, this additional way to access its active investment approach will expand the firm's offering to new clients who mightn't have traditionally considered investing via managed funds.

QIC appoints institutional distribution lead

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... Reporting directly to Ravi Sriskandarajah, Paul will drive QIC's continued success in the domestic market by growing new clients and capital and strengthening investor relationships. Raih joined QIC's private debt team two years ago as director ...

Adamantem Capital completes Mason Stevens acquisition

MATTHEW WAI  |  TUESDAY, 1 APR 2025
... to build on the strong foundations we've established and continue to deliver superior results for existing and new clients." Meanwhile, Adamantem Capital managing director Georgina Varley said: "Mason Stevens has built an impressive platform and ...

WTW welcomes investment chief

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... am also delighted to welcome Jon onto our global leadership team and excited for him to start work with a range of new clients. Jon brings a breadth of experience that will greatly benefit our clients and our partners." Baker and Pliner are based in ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... 48% of advisers reported redirecting that time to enhance client relationships, while 26% are using it to acquire new clients." Meanwhile, State Street Global Advisors vice president and ETF model portfolio strategist Sinead Schaffer said their demonstrated ...

Younger women embrace geared strategies: Data

MATTHEW WAI  |  TUESDAY, 4 MAR 2025
... that offer seamless integration, real-time alerts, and personalised financing options will be well-placed to attract new clients. "Brokers who provide proactive rate adjustments and improve client support will foster stronger advocacy, ultimately driving ...

State Street expands global custody footprint

MATTHEW WAI  |  MONDAY, 3 MAR 2025
... State Street head of Japan Hiroshi Kobayashi said the transition will enhance service experience for its existing and new clients in Japan. "Having deep familiarity with the requirements and expectations of Japanese institutional investors, we look forward ...