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Showing 21 - 30 of 268 results for "New clients"

Netwealth reports FUA increase

CHLOE WALKER  |  THURSDAY, 19 JAN 2023
... investment in people and technology to further enhance our platform capability and service levels for existing and new clients." The impacts of FY22 initiatives, combined with returning to a post-covid business environment has resulted in our expenses ...

PM Capital appoints distribution director

ELIZABETH FRY  |  FRIDAY, 9 DEC 2022
... Cheetham as director of distribution. He will be responsible for the distribution of the firm's funds to existing and new clients. Cheetham joins PM Capital from Challenger, where he headed up retail distribution for its life business for the past ...

Perpetual takeover of Pendal progresses

ANDREW MCKEAN  |  WEDNESDAY, 19 OCT 2022
... Trust funds under administration was $1.12 trillion, up 3% on the previous quarter. Perpetual Digital attracted two new clients in the quarter, with a new mandate form a large auto lender as well as MFS and Laminar combining to win a large wealth management ...

Netwealth FUA sits at $58bn

JAMIE WILLIAMSON  |  THURSDAY, 13 OCT 2022
... and new FUM inflows of $0.8 billion. The platform also added 2822 accounts in the quarter, now sitting at 118,464. New clients were onboarded to pilot its Multi Asset Portfolio services (MAPs), which it expected to launch in Q2 of FY2023. It added that ...

Advisers optimistic for the future: Natixis IM

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
... also indicated the anxieties of advisers while growing their business. Australian financial advisers said winning new clients isn't the easiest way to grow, with 34% of those surveyed seeing it as the most difficult of all growth drivers. Globally, 49% ...

AZ NGA firms merge for growth

JAMIE WILLIAMSON  |  TUESDAY, 28 JUN 2022
... time helping my clients, which gives me the most joy and satisfaction. It'll also allow more time to focus on winning new clients and growing the business."

Yarra adds market neutral fund

JAMIE WILLIAMSON  |  THURSDAY, 2 JUN 2022
... couldn't be happier to welcome him," Yarra chief executive Edward Eason said. "We are similarly delighted to welcome new clients through the existing fund structure and are pleased to confirm no changes to the fund's investment philosophy, process, fees ...

New Horizon Investment Management adds Melbourne office

CHLOE WALKER  |  TUESDAY, 24 MAY 2022
... institution which was founded in 1994. Already, the firm said its current office in Sydney has seen "huge interest with new clients" since its establishment in 2015. NMIH's head of portfolio management in Sydney James Spencer said the group is excited ...

Citi names new head of securities services

CASSANDRA BALDINI  |  MONDAY, 23 MAY 2022
... Citi Australia's client transfer agreement with RBC." The transfer was completed in March this year and saw 26 new clients and 140 new staff members added to the securities services team. Luet said the company saw significant growth in the Australian ...

Frontier bolsters consultant team

ELIZABETH MCARTHUR  |  TUESDAY, 5 APR 2022
... several more new starters at the firm which it will announce in the coming weeks. It has also added more than a dozen new clients in the last year.