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Showing 351 - 360 of 10149 results for "Strategy"

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
... their operations," Cullen said. "Nothing's changed for us in that regard; that is our primary driver." As part of its strategy, its subsidiary Spring Financial Group has undergone a brand refresh to now be known as Vesta Wealth Partners - a move ...

ISS MI acquires Family Office Access

STAFF WRITER  |  WEDNESDAY, 4 FEB 2026
... family office sector with more clarity. The platform hosts more than 5000 family offices and global investors and offers strategy-driven search and outreach tools. It also provides insights on next-generation engagement, direct investments, philanthropy ...

Clime chair assumes investment role

KARREN VERGARA  |  MONDAY, 2 FEB 2026
... emerged between the company's investment philosophy and John's vision." "To execute the next phase of Clime's strategy, we need our strongest investment thinking embedded directly into portfolio construction, asset allocation, and direct ...

Palisade restructures leadership, creates partnership group

MATTHEW WAI  |  MONDAY, 2 FEB 2026
... investments and asset management, and Mike Reynolds, based in New York since 2022, continues to lead the North American strategy as partner, Americas. Additionally, Vicki Rigg was appointed as a partner responsible for governance and risk; Ben Malone ...

Multi-boutique expands to Australia, seeks partners

KARREN VERGARA  |  FRIDAY, 30 JAN 2026
... Management (DVAM) are currently in the multi-boutique's stable. Bowmoor is a long-short, systematic and quantitative strategy, while DVAM is a global equity investment manager focused on value. "We launched the fund with Bowmoor back in September ...

Investors to increase private market allocations: Hamilton Lane

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
... investments. Although, 47% of investors indicated that they plan to increase allocations to the venture capital and growth strategy, and 46% indicated they would increase allocations to the private infrastructure strategy in 2026. The research also identified ...

Mercer Super poaches TelstraSuper exec

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... just under a year ago. Anderson previously spent nearly three years at AustralianSuper managing accumulation product strategy, and eight years at UniSuper in a similar capacity. Earlier roles included head of customer management at IOOF and head of digital ...

JANA hires from Russell Investments

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... liability-aware segments have limited internal resources, so they want more integrated support to carry out their investment strategy. Over the past five years, JANA's implemented consulting platform has grown from $11 billion to over $18 billion ...

Totality Wealth chief executive exits, replacement named

KARREN VERGARA  |  THURSDAY, 29 JAN 2026
... personal and SMSF accounts," Korfits said. Under his watch, Korfits said Totality will accelerate an institutional-led strategy focused on scaling client capability through end-to-end market infrastructure, including execution, custody and post-trade ...

Zurich Australia offloads investment management business

MATTHEW WAI  |  THURSDAY, 29 JAN 2026
... the local adviser market, it said. There will be no immediate change to the range of multi-asset, sector, and single-strategy funds currently managed by ZIM, it said, but its client-facing and retail investment specialists will join Russell Investments ...