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Showing 321 - 330 of 16719 results for "Client"

TCorp chief investment officer retires

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... and implementation of the organisation's total portfolio approach investment model and its successful application to client portfolios. "Together with the investment leadership team, he has helped deliver strong investment outcomes that have exceeded ...

BNP Paribas Asset Management ANZ chief exits

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... confirmed Grybas left with immediate effect and Mike Nikou, the chief executive for Asia Pacific, will oversee the day-to-day client strategy and relationship oversight until a replacement is found to lead Australia forward. "We remain fully committed ...

arcpoint OCIO scores more mandates, Larapinta Private launches

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... and provide research, analysis and recommendations. Sherlock Wealth retains responsibility for investment decisions and client relationships. The new mandates mark a total of six client wins for arcpoint in recent months. "Doubling our client base in ...

Netwealth expands Morgan Stanley mandate

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... Netwealth's one. Such clients will continue to be advised by Morgan Stanley financial advisers. Morgan Stanley is the first major client win amid Netwealth's broader investment in stockbroking and private wealth management solutions. This includes ...

AUSIEX launches cash account for advisers

RIDDHIMA TALWANI  |  TUESDAY, 7 JUL 2026
AUSIEX has launched a cash account to help financial advisers manage client cash seamlessly alongside trading accounts. The account is designed to simplify and streamline cash management, accelerate funding and settlement, improve visibility and control ...

ICS secures mandate for UK specialist fund manager

MATTHEW WAI  |  TUESDAY, 7 JUL 2026
... Meanwhile, ICS chief commercial officer Christian Eriksen added: "We are delighted to welcome Impax Asset Management to the ICS client community." "Impax is exactly the kind of firm ATHENA is designed for - operationally sophisticated, data-intensive ...

Natixis IM appoints head of wholesale distribution

VINNY VUCAGO  |  MONDAY, 6 JUL 2026
... growth after expanding its wholesale presence over the past three years. "Rommel is the ideal person to lead our wholesale client relationships and provide Australian investors with access to best-in-class active investment strategies through our global ...

Perpetual shuffles Aussie equities team amid departure

KARREN VERGARA  |  MONDAY, 6 JUL 2026
Perpetual has named a new research lead as its deputy head of equities exits the fund manager later this year. Deputy head of equities Anthony Aboud tendered his resignation after spending more than 14 years at the ASX-listed group. He is also the portfolio ...

ASIC cancels AFSL of Capital Guard over fake bond sale

ELIZA BAVIN  |  FRIDAY, 3 JUL 2026
... prospectus for a Macquarie Bank bond that did not exist, which was used to solicit investor funds; encouraged and facilitated client investment into that non-existent bond product, including arranging payment and documentation for transactions; obtained ...

Financial services CSLR Levy hits $198m

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
The Compensation Scheme of Last Resort (CSLR) has increased the estimated FY27 levy to be paid by the financial services sector to $198.1 million, a $60.7 million increase from its initial estimate announced in November 2025. The latest update expects ...