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Showing 331 - 340 of 16368 results for "Client"

ISS MI acquires Family Office Access

STAFF WRITER  |  WEDNESDAY, 4 FEB 2026
ISS Market Intelligence (ISS MI) has acquired Family Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers. Family Office Access provides a trove of family office research, and ...

Clime chair assumes investment role

KARREN VERGARA  |  MONDAY, 2 FEB 2026
... strategy, we need our strongest investment thinking embedded directly into portfolio construction, asset allocation, and direct client engagement," he said. Founding Clime Group in 1995, Abernethy was appointed chair in April 2021 after the exit of Neil ...

Australian Unity cops fine for TMD, DDO failures

KARREN VERGARA  |  MONDAY, 2 FEB 2026
Australian Unity Funds Management (AUFM) admitted it breached design and distribution obligations (DDO) regarding its Select Income Fund and has been slapped with a $7.125 million fine by the Federal Court. Hundreds of retail investors were led to believe ...

Chartered accountants should be allowed to provide advice: CA ANZ

MATTHEW WAI  |  MONDAY, 2 FEB 2026
In its pre-budget submission, Chartered Accountants ANZ (CA ANZ) has urged the government to lift additional licensing requirements for chartered accountants to assist in providing retirement advice. The submission highlighted the need to create new ...

Transfer balance cap to rise to $2.1m

JAMIE WILLIAMSON  |  FRIDAY, 30 JAN 2026
Following the release of the Consumer Price Index (CPI) figures this week, the superannuation transfer balance cap (TBC) will increase on July 1. Australian Bureau of Statistics (ABS) data showed CPI rose to 3.8% in the 12 months to December 2025, up ...

Investors to increase private market allocations: Hamilton Lane

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
... lower or similar to the reward, indicating investor confidence in this area. Also, 81% of wealth professionals reported client education significantly boosts interest in private markets. Hamilton Lane head of global client solutions James Martin said ...

EQT promotes three Australian staffers

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... and two managing directors within its private capital and infrastructure teams. First, Martin Donnelly joined EQT's client relations and capital raising team in late 2022 from First Avenue Partners, where he was a partner and head of Asia. He previously ...

JANA hires from Russell Investments

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... Investment Advisers has recruited a staffer from rival asset consultant Russell Investments. Oscar Lonergan joins as a senior client development director. JANA said the hire strengthens its support for not-for-profit and liability-aware investors who ...

HMC Capital wholesale head exits for COO position

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
HMC Capital's head of wholesale distribution has departed after 18 months to join an equities investment manager. Tim Koroknay has left David Di Pilla's ASX-listed alternatives firm to take up the role of operating chief at the staff-owned WaveStone ...

Nanuk AM hires former Lazard distribution lead

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
Lazard Asset Management's former Australian retail sales chief has landed at a global equities specialist. Nanuk Asset Management has appointed Ben Granbery to a new role as key account manager. Based in Sydney, Granbery is tasked with continuing ...