Search Results | Showing 21 - 30 of 407 results for "Advisory Firm" |
| | | ... management and employee benefits company, between 2019 and 2023. After that, he was a director of M&A and corporate advisory firm Leins Capital. His prior experience includes working as co-head of financial institutions at UBS in Australia and treasury ... |
| | | | ... on October 24 and will close on November 7. Equity Story recently also provided an update on its acquisition of advisory firm Baker Young. In an ASX release last week, it said that the acquisition has been terminated. The release read: "Equity Story ... |
| | | | ... Berkshire Global Advisors (BGA). Bomy Hagopian, a partner and head of wealth management at BGA, says in 2016, the global advisory firm registered 43 wealth management US-centric transactions. "Fast forward to 2021, we had 245 transactions. Based on the ... |
| | | | Invesco will sell financial advice technology provider intelliflo to Carlyle Group for US$200 million. Carlyle will spin off intelliflo's US-based subsidiaries as a standalone business called RedBlack, to be run by a separate management team. intelliflo ... |
| | | | Entireti has acquired IOOF Alliances, a provider of support services for AFSLs, from Insignia Financial for an undisclosed sum. IOOF Alliances will merge with Jigsaw Advice Solutions to form Entireti Alliances. About 70 self-licensed advisory firms ... |
| | | | The former head of research at Koda Capital resurfaces at a rival financial advisory firm. Jason Coggins, who left Koda Capital two years ago joins the investment committee of Lipman Burgon & Partners. Effective this month, he replaces investment committee ... |
| | | | Corporate governance and advisory services firm Acclime has acquired Boutique Capital, a North Sydney-based specialist in fund incubation and wholesale fund services. Acclime said the move significantly expands its capabilities in fund establishment ... |
| | | | ... national platform. Link Wealth's latest acquisition comes off the back of it move to take a 60% stake in Hobart-based advisory firm Sky Advisers in February. "These deals reflect Link Wealth's commitment to building a national presence by partnering ... |
| | | | ... distribution for wealth and intermediaries following Ben Dixon's departure. Dixon joined FA Global Investors - the advisory firm of Jonathan Belz and Gavin Ezekowitz -in February. The duo welcomed Ben Dixon to the firm, which connects high-net-worth ... |
| | | | ... whether in equity or credit." Weitman founded CastleKnight in 2020 and before that was a senior partner at investment advisory firm Appaloosa LP. Gunman added that CastleKnight's "dynamic, agile approach positions them to pursue outsized returns, making ... |
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