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Showing 291 - 300 of 16719 results for "Client"

arcpoint OCIO adopts dual chief investment officer model

RIDDHIMA TALWANI  |  FRIDAY, 17 JUL 2026
... Suisse and proprietary trading roles at the Commonwealth Bank of Australia. "What drew me to arcpoint is how central the client is to everything we do. It sounds obvious, but it is not always how things go, given the pressures the industry is under. ...

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
... Private said. Ross spent nearly 11 years at T. Rowe Price, where he was responsible for the firm's intermediary strategy, client relationship management with platforms, managed account providers and dealer groups. Prior to that, he spent 10 years at ...

Another MWL adviser banned over Shield collapse

RIDDHIMA TALWANI  |  THURSDAY, 16 JUL 2026
ASIC has banned another MWL Financial adviser Nicole Niu from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business for ...

Australian Ethical adds $1bn to FUM in three months

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
... market stress." Australian Ethical saw negative flows in retail and wholesale investment of $26 million in the quarter, as client capital activities also resulted in negative FUM movement of $8 million. However, McMurdo noted the final quarter's $650 ...

Netwealth posts record FUA as managed accounts top $30bn

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
... broadly consistent with historical averages" the company said. "Despite the size of these partial withdrawals, the underlying client relationships remain on platform and continue to contribute meaningfully to total FUA." The platform added 75 new financial ...

Igneo opens private infrastructure strategy to advised investors

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
Igneo Infrastructure Partners has launched its first private infrastructure fund for advised and wholesale investors in Australia. Igneo said the fund expands access to an asset class that has historically been reserved for institutional investors. ...

Warakirri, LongView launch home equity strategy

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
Warakirri Asset Management and LongView are partnering to bring a new shared equity co-investment fund exclusively to wholesale investors seeking access to Australia's residential property market. The Home Equity Fund 2 tracks the Cotality National ...

ASIC seeks to wind up Capital Guard AU

KARREN VERGARA  |  WEDNESDAY, 15 JUL 2026
ASIC is seeking to wind up fixed-income specialist Capital Guard AU amid "serious concerns" about its management and how it handled investor funds mounting to about $17.4 million. ASIC told the Supreme Court of New South Wales it seeks the appointment ...

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI  |  WEDNESDAY, 15 JUL 2026
... quarter. "The initial public offering (IPO) of the L1 Gold Fund in April contributed $428 million in net inflows, while net client flows into L1 Long Short strategies and L1 Affiliates were also positive," L1 Group said. "Net outflows in Platinum strategies ...

FAAA names new chair as David Sharpe prepares to step down

VINNY VUCAGO  |  WEDNESDAY, 15 JUL 2026
The Financial Advice Association Australia (FAAA) has appointed named its chair-elect following a board election process. Michelle Veitch will officially assume the role of chair after the 2026 Annual General Meeting (AGM) in November, succeeding current ...