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Showing 351 - 360 of 2729 results for "BEA"

Kelly Partners acquires in NSW

KARREN VERGARA  |  MONDAY, 6 DEC 2021
Kelly Partners Group acquired a financial advice and accounting firm based in Sydney's Northern Beaches. The unnamed wealth management firm is expected to generate between $910,000 and $1.3 million for its new owner. When the transaction finalises in ...

New head of strategy at Crescent Group

ELIZABETH MCARTHUR  |  MONDAY, 6 DEC 2021
Crescent Group has appointed Islamic finance expert Sayd Farook to the head of strategy role, based in Sydney. His appointment comes as the group launches a five-year strategic plan to grow its assets under management to $5 billion by the end of 2026. ...

Super funds attracting more women to investment work

ELIZABETH MCARTHUR  |  FRIDAY, 3 DEC 2021
Australian super funds growing their in-house asset management teams is having a positive impact on gender equality in investment management, with more women wanting to work with profit-to-member funds than other funds management firms. According to ...

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
Clime Investment Management has partnered with a managed accounts specialist to create a $330 million product. On December 2, Ralton Asset Management and Clime entered an exclusive agreement to combine their separately managed accounts businesses. The ...

Equity Trustees nabs Perpetual sales head

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
Equity Trustees has a new general manager, business development and custody, corporate trustee services, hiring from Perpetual. Johnny Francis has been appointed to the role, joining from Perpetual where he was head of sales and relationship management ...

Bell Asset Management launches new fund

ELIZABETH MCARTHUR  |  MONDAY, 29 NOV 2021
Leaning into the ever-growing interest in sustainable investing, Bell Asset Management has launched a new fund. The Bell Global Sustainable Fund is an ESG fund for Australian retail and wholesale investors. The fund is an actively managed, concentrated ...

BetaShares changes custodian for hedge funds

ELIZABETH MCARTHUR  |  FRIDAY, 26 NOV 2021
The custodian of BetaShares' listed hedge funds has changed. The ETF manager announced to the ASX that from November 26 Deutsche Bank AG will no longer serve as the custodian and prime broker for the three funds. Instead, BNP Paribas has been appointed. ...

Caddick's assets will be sold

ELIZABETH MCARTHUR  |  TUESDAY, 23 NOV 2021
The assets of missing alleged conwoman Melissa Caddick, including a Sydney home worth more than $6 million, must be sold to pay back victims. The Federal Court has found Caddick and her company, Maliver, carried out a financial services business without ...

PADUA closes capital raise

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
The financial advice software company completed a $9.8 million capital raising with significant input from institutional investors. Acorn Capital provided a $4 million investment while Microequities' Private to Beyond the IPO fund and PADUA's corporate ...

Supply chain issues push up retiree expenses

KARREN VERGARA  |  THURSDAY, 11 NOV 2021
Retirees continue to bear the brunt of an expensive retirement fuelled by global supply chain issues. Retired couples and singles saw living expenses in their twilight years rise 1% in the September quarter, the latest Association of Superannuation ...