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Showing 11 - 20 of 303 results for "Ultra"

Fiducian to pay $7.3m greenwashing fine

KARREN VERGARA  |  TUESDAY, 31 MAR 2026
... finalise the proceedings by the NSW Supreme Court. Fiducian offers four core funds - Capital Stable, Balanced, Growth and Ultra Growth. The funds management unit reported $6 billion in assets at the end of 2025, up from $5.6 billion from the prior corresponding ...

Mason Stevens appoints chief investment officer

ELIZA BAVIN  |  MONDAY, 23 FEB 2026
... Mason Stevens has named Leanne Taylor as chief investment officer as it continues its push into the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments. Mason Stevens said the appointment reinforces its commitment to delivering institutional-grade ...

MA Financial, Dimensional launch new offerings

RIDDHIMA TALWANI  |  WEDNESDAY, 18 FEB 2026
... new fund focused on highly profitable companies. The MA CMBI APAC Credit Opportunities Fund will provide institutional and ultra-high-net- worth investors with access to Asia Pacific's growing private credit market by focusing on senior secured leveraged ...

First half steady, net inflows positive for Fiducian

KARREN VERGARA  |  MONDAY, 16 FEB 2026
... for the group jumped 15% year on year to $9.9 million. Fiducian has four core funds - Capital Stable, Balanced, Growth and Ultra Growth. During November 2025, the strategies experienced sharp declines in risk assets or equity investments. "[We] believe ...

ISS MI acquires Family Office Access

STAFF WRITER  |  WEDNESDAY, 4 FEB 2026
... small directory and has grown it into a global platform supporting thousands of professionals who work with family offices, ultra-high-net-wealth families and institutional partners. "By combining our data and platform with ISS MI's global data, research ...

Netwealth's APRA-mandated governance overhaul underway

RIDDHIMA TALWANI  |  THURSDAY, 22 JAN 2026
... feature for its users which can enhance experience and deliver adviser capacity. "These solutions continue to underpin our ultra- and high-net-wealth offering and demonstrates our significant experience and capability in this segment," Heine said. Netwealth ...

AllianceBernstein promotes private wealth head to president

MATTHEW WAI  |  TUESDAY, 6 JAN 2026
... solutions. Erzan was also responsible for implanting client-segment-specific strategies, providing tailored offerings for ultra-high-net-worth (UHNW) clients, while strengthening external partnerships with banking institutions and international custodians ...

An outlook for fixed income allocations in 2026

ANGELIQUE MINAS  |  TUESDAY, 23 DEC 2025
... numbers offer an optimistic perspective. Schroders head of fixed income Kellie Wood agreed that after a prolonged period of ultra-low rates, bond yields have normalised. "For long-term investors, this new environment re-establishes fixed income as a ...

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... one very large client that pulls the money, then that creates a big risk for your business." Aoris targets family offices, ultra-high-net-worth investors, and offers direct investments such as unit trusts and managed accounts, and indirectly via financial ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... Capital Haus' existing clients will continue to work with the same personal advisers and service model. A new service for ultra-high-net-worth (UHNW) clients, Baker Young Private, will also be launched, providing clients with access to wholesale opportunities ...