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| | | ... the group. "With a deepened team and a proven operator at the helm, Ascalon is positioned to continue to enhance its partnership-led investment consulting and asset management services," Ascalon noted in a statement last week following Roga's appointment. ... |
| | | | ... bank, and $35 million is to be raised from external investors. The acquisition is expected to complete in August. "The partnership with Ark represents a highly attractive opportunity for Regal Partners to further extend our existing investment capabilities ... |
| | | | ... from a modern wealth solution," Saunders said. Meanwhile, Briefcase founder and chief executive Josh Persky said the partnership breaks down the custodial barriers that have stifled innovation in wealth management. "Briefcase is changing the way advisers ... |
| | | | ... investing platform in March last year, and appointed Rask Invest as its first external investment manager. Under the partnership, Rask Invest's clients have their funds managed within three Rask investment portfolios through InvestSMART's managed ... |
| | | | ... benefit of everyday Australians," Delahunty said. Meanwhile, JANA head of operational consulting Jo Leaper believes the partnership underscores the firm's commitment to driving improvements across investment management practices. "We're proud to be working ... |
| | | | ... Retirement Solutions will provide superannuation administration services. MPMS replaces Tech Mahindra, which began its partnership with Perpetual in 2013 providing registry services for its wholesale, WealthFocus and Select Investment funds, superannuation ... |
| | | | ... of major growth opportunities across the trans-Tasman region." Meanwhile, ISG executive chair Paul Glass said the partnership will provide ISG with the scale, resources, and capital for its strategic objectives. "We are particularly excited about the ... |
| | | | Future Fund chair Greg Combet said that the $300 billion sovereign wealth fund has received the green light from the government to manage a portion of its portfolio internally, speaking at a Committee for Economic Development of Australia (CEDA) event ... |
| | | | While investor sentiment has improved since Liberation Day, geopolitical and tariff uncertainties will continue to deteriorate fund flows for asset managers, Morningstar predicts. The latest Industry Pulse shows how fund manager flows dwindled in the ... |
| | | | ... displaying strong momentum in the space. Commenting, Australian Ethical chief investment officer Ludovic Theau believes the partnership will better position the organisation to support the net zero economy. "We're pleased with this opportunity to advance ... |
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