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Showing 361 - 370 of 8172 results for "institutional"

Employee shareholders officially file lawsuit against FNZ

KARREN VERGARA  |  THURSDAY, 31 JUL 2025
... Subsequently, as first flagged in April, the group said the value of their shares had been drastically eroded by institutional investors and private equity who dominate the FNZ Group board and now also control senior management. CDPQ, former US Vice ...

Orbis Investments recruits top marketing executive

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
... Group for more than seven years, responsible for the marketing function and brand across adviser, wholesale, and institutional channels for Australia. She has also held senior marketing roles with SuperConcepts, AMP and Perpetual. "Sarah's appointment ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
... its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. In this role, Trusler will be responsible for overseeing investment strategy, governance ...

Bennelong boutique shuts up shop

JAMIE WILLIAMSON  |  WEDNESDAY, 30 JUL 2025
... private mandates. It said it had more than $1 billion invested in Australian equities on behalf of direct, advised and institutional clients. However, the closure of the Bennelong Funds Management affiliate has now been confirmed. "Following discussions ...

Pinnacle backs private markets managed accounts

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... financial advisers and their wholesale clients. The platform is designed to offer wholesale and professional investors institutional-quality access to private market investments, including private equity, private credit and real assets, through a managed ...

Octopus awarded $1bn mandate

ELIZA BAVIN  |  TUESDAY, 29 JUL 2025
... Australia's flagship renewable energy platform, OASIS. Octopus described the partnership has one of the most significant institutional engagements in Australia's clean energy transition to date. Octopus said the investment helps accelerate its platform ...

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... product utility," Ler said. "Both firms benefited from the post-2018 Royal Commission sentiment shift away from major institutional wealth managers like AMP, Insignia, BT, and Colonial First State. "However, these institutions have since evolved to comply ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... million in recurring revenue are in high demand from acquirers, according to Radar Results. Buyers are also keen on institutional licensees and private wealth firms that have clients with more than $1 million in investible assets and demonstrate robust ...

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
... business following a management buy-out of Investec Bank's wealth management arm in Australia. "Jason brings both institutional discipline and entrepreneurial experience. He strengthens our capability to deliver consistent, thoughtful outcomes across ...

MLC AM reduces MultiSeries management fees

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... simplicity in their back office, MLC MultiSeries offers access to a broad range of assets typically reserved for institutional investors, including illiquid investments. Supported by the transparency and ease offered through our Investment Central tool ...