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Showing 351 - 360 of 16719 results for "Client"

IFM builds Atlas Arteria stake to majority

RIDDHIMA TALWANI  |  WEDNESDAY, 24 JUN 2026
IFM Investors has been slowly creeping control over Atlas Arteria through on-market stock purchases, finally crossing the 50% ownership mark. Last week, IFM had raised its stake in Atlas Arteria from 34.5% to 38.3%, just a day after it raised its offer ...

OKX Australia leadership changes hands

MATTHEW WAI  |  TUESDAY, 23 JUN 2026
After nearly two years at the helm, OKX Australia chief executive Kate Cooper is stepping down from the top job. Making the announcement on LinkedIn, Cooper said she will formally transition out of the role on June 26. Cooper was the first appointed ...

Evergreen founder exits Ascalon Capital

KARREN VERGARA  |  MONDAY, 22 JUN 2026
... management market by leveraging Evergreen's independent research, disciplined portfolio construction and high-touch client models. Ascalon said the acquisition would also ensure continuity and enhanced capability for clients at Evergreen. Following ...

Equity Trustees opts out of super trustee business

RIDDHIMA TALWANI  |  MONDAY, 22 JUN 2026
... growth opportunities and shareholder value. "The review also considered the shifting regulatory environment and evolving client needs, including two major superannuation clients currently exploring the option available to them to internalise trusteeship," ...

Kudu acquires minority stake in Drummond Capital Partners

MATTHEW WAI  |  MONDAY, 22 JUN 2026
... remain majority owners and confirmed its leadership team will retain full autonomy over the firm's investment framework and client relationships. The partnership will provide additional financial flexibility to invest in talent, technology and long-term ...

ASIC slaps adviser with 10-year ban, strips AFSL

MATTHEW WAI  |  FRIDAY, 19 JUN 2026
... subsequently lost its Australian financial services licence (AFSL). According to ASIC, Newbound was found to have forged client signatures on service agreements and provided inaccurate file notes to "justify charging ongoing service fees" on at least ...

Frontier awards custody mandate for ICIO offering

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
... team successfully transitioned into the firm in December and has continued to manage the State Super portfolio as 'client number one' of the ICIO service. Frontier has been collaborating with Ironbark Investment Solutions' Corporate Trustee ...

Poor succession plans expose advice firms to crisis events: Report

KARREN VERGARA  |  THURSDAY, 18 JUN 2026
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning. Business Health's newly released What ...

Alexander Funds names new chief executive

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
... the business through its next chapter. "Alexander Funds has established a strong reputation for investment excellence, client service and disciplined growth," Chudleigh said. "As we considered the leadership requirements for the future, John stood out ...

Ironbark and EQT partner to launch private markets fund

MATTHEW WAI  |  THURSDAY, 18 JUN 2026
EQT has partnered with Ironbark Investment Solutions to launch an evergreen private markets infrastructure fund, expected to be available in July. The launch of the Ironbark EQT Nexus Infrastructure Fund builds on the initial expansion to Australia ...