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| | | ... investor relations teams, which saw senior distribution executive Camelia Seric take on an expanded role as head of private wealth distribution for Regal Partners. Seric previously served as head of distribution at Merrick Capital, which Regal Partners ... |
| | | | ... more than $700 million in funds under advice." Meanwhile, earlier this month, Insignia completed the transition of MLC Wealth custody service from NAB Asset Servicing to BNP Paribas. "This involved migrating 473 investment funds and superannuation portfolios ... |
| | | | Perpetual told shareholders negotiations are ongoing for the sale of its wealth business, which was initially announced in February. This comes as Bloomberg reported Oaktree Capital has secured private credit financing from Ares Management and Barings ... |
| | | | ... fast-track this by running insurer and trustee processes in parallel where possible. In his experience, Integro Private Wealth director Tim Sullivan says the typical timeframe for processing death benefit claims ranges from two to eight weeks, depending ... |
| | | | The ASX-listed Australian Wealth Advisors Group (AWAG) has entered a strategic joint venture with Phillip Capital Australia, covering funds management and distribution. The joint venture allows for Armytage and AWAG products and services to be distributed ... |
| | | | ... more Australians can benefit from our transparent, low-cost ETFs, with improved visibility across advisers, platforms and wealth management systems." ETF Shares remains the responsible entity and issuer for all three funds, it said. Additionally, all ... |
| | | | ... since then, the partnership has "fuelled the rapid expansion of our private credit platform, supported the growth of our Wealth Solutions business, and helped drive 75% growth in Oaktree's assets under management." "Taking this next step will allow ... |
| | | | ... also saw net outflows of $2.3 billion for the quarter. Reilly said Perpetual was still progressing with the sale of its wealth management business, which, "despite the uncertainty" delivered growth in funds under advice (FUA) for the quarter. Total FUA ... |
| | | | ... trading in February 2019 before committing to divest all its operations - including financial advice business Spectrum Wealth Advisers - and eventually appointing liquidators in February 2020. ASIC launched the civil action proceedings against the two ... |
| | | | ... distribution operative take on a wider role. As a result of the integration of teams, Camelia Seric, who was head of distribution wealth management at Merricks Capital, is now leading Regal's broader private wealth distribution team in her role as ... |
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