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| | | ... maintaining profitable growth over the long term were disproportionately those where the founder was still involved in the business in some way, shape or form, or where the founding principles were still practised. In some cases, they're as much ... |
| | | | ... management grew to US$9.3 trillion, supported by over US$350 billion in net new assets. Our institutional securities business served as a trusted advisor to clients as investment banking activity accelerated and global markets remained strong. The four ... |
| | | | ... Nichols will report to GSFM chief executive Damien McIntyre. McIntyre said it is a testament to the success of the GSFM business that it can make the promotions. "Next year marks GSFM's 20th anniversary. In recent years the business has experienced significant ... |
| | | | ... necessary step in using quantum capabilities safely and responsibly, Longo said. Overall, Longo said Australia is open for business and investment from local and regional players to expand on these opportunities, and ASIC endeavours to clear any barriers ... |
| | | | ... risk and compliance, respectively, while Pranay Lal has been promoted to portfolio manager. Clio Bratina has joined the business development team. Gil, a seven-year VanEck executive who joined the firm from Macquarie Group, will oversee product strategy ... |
| | | | Perpetual's wealth management arm has appointed a new investment lead ahead of an anticipated sale of the business to buyout firm Bain Capital. David Blunt, who is head of growth assets, has been named acting chief investment officer, taking over ... |
| | | | Mercer Australia is set to lose the head of its OCIO business after more than 17 years with the firm. Mercer partner Craig Hughes is stepping down to take some downtime, with plans to return to the industry in the second half of 2026. "Working within ... |
| | | | ... Iress, the financial advice software provider, has promoted from within to fill the top role in its Asia Pacific wealth business, following the departure of a long-serving executive. Sam Wall has stepped into the role of acting chief executive, succeeding ... |
| | | | ... Super's deeper relationship with Frontier Advisors. Frontier recently launched an independent chief investment officer business with First Super swapping its 5.6% stake in the asset manager for Cbus Super's 23.6% holding. These leadership changes ... |
| | | | ... recurring revenue multiples for practicality. Based on what Centurion Market Makers saw last year, a financial planning business co-located with the buyer can sell for between 2.5x to 3.5x recurring revenue. Meantime, a large financial planning business ... |
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