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Showing 21 - 30 of 16359 results for "Client"

Franklin Templeton's Western AM hit with US$100m penalty

KARREN VERGARA  |  TUESDAY, 9 JUN 2026
Franklin Templeton's Western Asset Management has been hit with a whopping US$100 million penalty for failing to detect and prevent its former co-chief investment officer's alleged cherry-picking scheme. The order follows the SEC's 2024 ...

HESTA extends decades-long partnership with J.P. Morgan

MATTHEW WAI  |  TUESDAY, 9 JUN 2026
... confidence HESTA has placed in us and underscores our leading capabilities and commitment to supporting our superannuation client community. "We are excited and honoured to partner with HESTA in their next phase of growth." Notably, according to the ...

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million. The ASX-listed wealth firm said BMO made the confidential, non-binding and conditional proposal to ...

Perpetual acquires majority stake in Interfi

VINNY VUCAGO  |  FRIDAY, 5 JUN 2026
Perpetual has agreed to acquire a 70% stake in loan servicing technology provider Interfi Systems. Perpetual said the acquisition will strengthen the digital capabilities of its Corporate Trust business while continuing to reduce debt. The ASX-listed ...

M&G new hire to bolster Australian insto ties

RIDDHIMA TALWANI  |  THURSDAY, 4 JUN 2026
... Global Investors, where he led institutional businesses across Australia and New Zealand. M&G Investments global head of client group Neil Godfrey said Sinclair's appointment strengthens the firm's presence in Australia. "Australia is one of the most ...

Almost half of Aussies not making voluntary super contributions

VINNY VUCAGO  |  THURSDAY, 4 JUN 2026
... approaches and as policy makers continue to focus on retirement adequacy through measures such as payday super reforms. Vanguard client of personal investors Renae Smith said many Australians remain unaware of one of the system's more flexible features ...

BT appoints new head of strategy

KARREN VERGARA  |  THURSDAY, 4 JUN 2026
A former Allianz Retire+ executive has joined BT as the new head of strategy. Simon Aboud joined the wealth manager on June 1. Late last year, Aboud left Allianz Retire+ as its chief product and marketing officer, a role he assumed in May 2021. Prior ...

Macquarie AM, IG4 Capital to realise over $1bn in global transaction

MATTHEW WAI  |  WEDNESDAY, 3 JUN 2026
Macquarie Asset Management (MAM) and Brazilian private equity firm IG4 Capital will offload their ownership in a port and logistics operator in a transaction valued at $1.16 billion (US$835m). The transaction will be processed through MAM's Macquarie ...

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
... Findex will also be able to offer zero transaction costs in FX hedging when moving funds or unit classes and reduce costs or client capital gains tax (CGT) when implementing asset allocation recommendations. Commenting, JPMAM head of wholesale Mark Carlile ...

IFM Investors nabs Mirvac fund management chief

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
IFM Investors has named its new head of real estate to oversee its $20.8 billion real estate portfolio, following the resignation of Chris Chapple in November last year. Scott Mosely will join the organisation on September 1, replacing John Dynon, who ...