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Showing 341 - 350 of 2938 results for "L1 Group"

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
Four financial advice firms have merged to form Sydney-based practice Esencia Wealth. Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory have joined forces under one banner, which is self-licensed. Matthew Fenning serves ...

Regal Partners acquires Merricks Capital

ELIZA BAVIN  |  MONDAY, 3 JUN 2024
Regal Partners has announced it will acquire 100% of hard asset investment specialist Merricks Capital for approximately $235 million. As at April 30, Merricks managed approximately $2.9 billion in capital across three dedicated funds and a number of ...

Former Queensland adviser struck off permanently

ANDREW MCKEAN  |  WEDNESDAY, 29 MAY 2024
Former Sunshine Coast financial adviser Brett Gordon has been permanently banned from providing financial services and engaging in credit activities following his conviction for fraud offences last month. This prohibition extends to any role within ...

T. Rowe Price hires to strengthen adviser relationships

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
T. Rowe Price has announced the appointment of Camilla Banasiak as relationship manager to grow its financial adviser client base in New South Wales. In the role, Banasiak will be a key member of the firm's Australian intermediary team to identify suitable ...

KKR forms exclusive partnership with Capital Group

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
KKR and Capital Group have formed an exclusive strategic alliance to democratise hybrid public-private market investment solutions across multiple asset classes, geographies, and channels. The first strategies, slated to launch in the US next year ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. The sale is part of Clime's strategic decision to focus on its funds management and private wealth businesses and ...

TCorp reorganises investment team

JAMIE WILLIAMSON  |  THURSDAY, 23 MAY 2024
In pursuit of a new operating structure and "simpler portfolio environment", TCorp has created four new investment roles and will farewell its head of portfolio construction and head of portfolio delivery. The investment partner of the New South Wales ...

Seven fund managers scoop up First Sentier mandates

KARREN VERGARA  |  MONDAY, 20 MAY 2024
Colonial First State (CFS) flags it will appoint seven new managers to take over several mandates that will be vacated by First Sentier Investments (FSI) following the shock closure of four local investment teams. CFS has said it has been "actively ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
The life insurer has promoted two from within to the roles of head of retail sales and head of strategic sales, as it sets in motion expansion plans. Nathan Leonard is the insurer's new head of retail sales. He first joined NEOS when it launched in ...

Link Group rebrands as acquisition completes

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
Link Group will now be known as MUFG Pension and Market Services, following the implementation of the scheme of arrangement with Mitsubishi UFJ Trust and Banking Corporation, a subsidiary of Mitsubishi UFJ Financial Group. The business comprises two ...