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| | | ... stream of transactions, private debt players are increasingly capturing market share from banks. The private equity sponsor network, traditionally reliant on banks for about 90% to 100% of demand is now experiencing a shift. Barings Private Finance Group ... |
| | | | ... chief executive Caroline Gurney said: "Jennifer believes in what we are doing. Her passion for business and community, her network, and her unrivalled understanding of how the public and private sectors intersect, will be invaluable as we work to promote ... |
| | | | ... profit, and more than $500,000 in net profit before tax to the group on an annualised basis. Further, WTL said the M3 network will add circa $5 billion in funds under advice (FUA) and more than $150 million of in-force risk insurance premium, bringing ... |
| | | | ... holding the advice AFSL. The private wealth company will continue to provide licensing and business support for PFS's network of 155 self-employed financial advisers. As part of the deal, Nestworth will also become the "preferred provider" of financial ... |
| | | | BlackRock submitted a filing in Delaware to establish an iShares Ethereum Trust last week, while NASDAQ has proposed to list and trade its shares. In June, the $9 trillion asset manager similarly registered a Bitcoin trust, which was closely followed ... |
| | | | An alarming number of small and large wealth managers are underprepared for cybersecurity breaches particularly when it comes to managing third-party providers, a new report from ASIC finds. Wealth managers across the spectrum have a long way to go ... |
| | | | ... upon its existing partnership, Challenger said the extended agreement grants it direct entry to Apollo's origination network, benefiting both its customer annuity rates and the group's overall returns. In 2022, Apollo directly originated approximately ... |
| | | | ... to our strategic framework," he noted. "FAM is a corporatised advice firm with a strong cultural fit with our existing network of financial advisers and has the business systems, processes and operating scale to provide a platform for further expansion ... |
| | | | La Trobe Financial is harnessing its global network to expand offshore, with the initiative kicked off with the introduction of the La Trobe US Private Credit strategy, a product created in collaboration with Morgan Stanley. La Trobe Financial is broadening ... |
| | | | Regal Partners will acquire 50% of Taurus Funds Management for an upfront consideration of approximately $28 million cash. The transaction will increase Regal's funds under management to $8 billion and is expected to complete in early November. Established ... |
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