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Showing 21 - 30 of 250 results for "Heritage"

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... the new Baker Young Private service, this deal represents more than just a passing-the-torch moment. We're combining heritage and innovation to set a new standard for financial advice at a time when the industry needs it most." Gow believes the historical ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
... broader profession." Akumin chief executive Matt Lawler said that attracting and developing new entrants was in the group's heritage, as many firms within its network have mentored professional year (PY) advisers. He described the partnership as a reflection ...

Fortitude launches Small Cap PE Fund

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
... highest performer. Fortitude noted that there are more than 68,000 domestic companies in this segment. "We have a rich heritage of identifying high performing businesses, being exceptional growth partners and achieving profitable exits in this segment," ...

Magellan rebrands investment business

JAMIE WILLIAMSON  |  THURSDAY, 14 AUG 2025
... MFG remains focused on corporate strategy, governance and long-term value creation for shareholders. "MFG has a strong heritage, and this evolution allows us to honour that history while better positioning ourselves for the future." Magellan is currently ...

CareSuper, MIESF schedule merger for October

JAMIE WILLIAMSON  |  THURSDAY, 31 JUL 2025
... interests of all members. "This announcement is an exciting milestone for both funds. We share a proud, member-first heritage and this successor fund transfer aims to provide long-term, sustainable outcomes for all members now and into the future," CareSuper ...

Federated Hermes 'not far away' from launching Australian wholesale products

MATTHEW WAI  |  THURSDAY, 24 JUL 2025
... it's something that we ought to be part of," Selman said. "As a business, we're in a very good place, given our heritage on what we do and our expertise and arrangement [that overlays] the Australian wholesale market." Although specific details ...

State Street Global Advisors rebrands

ELIZA BAVIN  |  TUESDAY, 1 JUL 2025
... investors and the people they serve. "Today marks a new chapter in our story - one that reflects our values, honors our rich heritage, and brings our vision for the future into sharper focus," State Street Investment Management chief executive Yie-Hsin ...

Royal London Asset Management plants flag in Australia

ANDREW MCKEAN  |  MONDAY, 16 JUN 2025
... market," given its cultural and regulatory alignment with the UK. The asset manager also pointed to the relevance of its heritage as a retirement and investment mutual for Australian institutions. "Kevin brings exactly the right mix of experience, relationships ...

State Street's plan for power, product, partnerships

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... if competitors like Betashares look to own that space. SSGA's commitment to stick to its guns - its institutional heritage, which Anderson said is "a theme that informs how we think about ETFs as products" - is evidently unshakeable, though whether ...

Apostle Fund adds two staffers

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... firm's recent leadership transition and will support Apostle's evolution as it continues to build on its institutional heritage, and scales within the wholesale, and private wealth channels," he added.