Search Results | Showing 341 - 350 of 16719 results for "Client" |
| | | HUB24 has appointed seasoned global investment executive Andrew Formica as an independent non-executive director, effective July 1, strengthening its board as the wealth platform continues its growth trajectory. Formica brings more than three decades ... |
| | | | Allianz Retire+ has appointed Kiru Anantharaj as senior manager, retirement solutions, within its distribution and marketing team. Anantharaj brings more than 20 years' experience across insurance, advice, retirement and superannuation. Prior to ... |
| | | | ... confirmed there has been no access to the core systems responsible for investment activities or any unauthorised transactions. Client investments and funds have not been impacted, and its service continued to operate per normal. The company has since ... |
| | | | ... equity (PE) firms began offering co-investment rights on larger deals-shifting the relationship from "fund manager and client" to "equal strategic partner." To play this more active role, SWFs had to build internal capabilities in due diligence, investment ... |
| | | | ... a "critical lever" for maintaining and growing assets under management (AUM). Meanwhile, the ageing dynamic among their client books continues to be a concern, as Australian advice books remain heavily skewed towards older clients, with Millennials making ... |
| | | | ... lead the South Australian business," she said. "The strength of the platform, the quality of the team and the firm's client focus make this an exciting next step," Barron said. She added that returning to her hometown gave the move additional significance ... |
| | | | Apex Group has expanded its presence in New Zealand, agreeing to onboard Mercer New Zealand's fund administration operations as part of its broader growth strategy across Australasia. The transaction, expected to complete in the fourth quarter of 2026 ... |
| | | | Kudu Investment Management has acquired a minority stake in a Sydney-based financial advisory business mere days after an identical transaction with Drummond Capital Partners. Australian Financial Planning Group (AFPG) has secured a minority investment ... |
| | | | KPMG has detailed a governance overhaul and action plan to address integrity issues across the firm after it admitted its treatment of a whistleblower and investigation into their allegations fell short. In effect to this, KPMG national chair Martin ... |
| | | | ... people strategy and supporting the development of what First Sentier describes as a more connected, high-performing and client focused organisation. Moore said Webber's experience would be instrumental as the business pursues its long-term growth agenda. ... |
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