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Showing 391 - 400 of 2998 results for "Estate"

SMSF Association announces board director changes

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... at a leadership level. Griffiths has a sophisticated background in legislative compliance, retirement income streams and estate planning. He added: "I have always greatly valued the association's role in the superannuation and broader financial advisory ...

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
... the buyout firm's wealth business has focussed on designing private equity, private infrastructure and private real estate products that better fit advisors and their clients. Previously, Crothers was a business development manager for Colonial First ...

MLC AM awards listed property mandate

KARREN VERGARA  |  FRIDAY, 25 OCT 2024
... Conservative, Balanced, Growth, High Growth options will see the changes. Cohen & Steers, which has USD$13.1 billion in global real estate assets, already had a mandate in the MultiActive strategy. MLC said Cohen & Steers is a "top tier-listed real estate ...

Institutional outflows ensure mixed quarter for Insignia Financial

JAMIE WILLIAMSON  |  THURSDAY, 24 OCT 2024
... net outflows due to institutional clients rebalancing within the Antares business; Orchard Street's UK commercial real estate capability is also seeing outflows. The total outflows were greater than anticipated by Ord Minnett, which had forecast outflows ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... expectations. Mann said, in response, discussions with clients were restructured to cover all essential elements, including estate planning - where intergenerational connections naturally begin. "That's the way we are approaching bringing in the next ...

HMC Capital makes $2bn acquisition

ELIZA BAVIN  |  THURSDAY, 24 OCT 2024
... Digital Infrastructure asset manager StratCap in a deal worth $43.7 million. Then, in May, HMC acquired commercial real estate fund manager Payton Capital, kickstarting the first step in its plan to create a $5 billion private credit platform. In June ...

Australian Ethical awards front office mandate

ANDREW MCKEAN  |  WEDNESDAY, 23 OCT 2024
... commenced in the role a few months ago, manages the private markets portfolio across private equity, infrastructure, real estate, private credit, and venture capital. He will also explore private markets product solutions for wholesale and institutional ...

Dinimus appoints new head of distribution

ANDREW MCKEAN  |  TUESDAY, 22 OCT 2024
... corporates' need for capital. However, currently much of private credit in Australia is partially or fully exposed to real estate but Dinimus is differentiated in that it does not invest in construction or real estate, he said. He also said its current ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... financial advisers to consider investment bonds as alternative to other investment structures due to the tax arbitrage and vast estate planning benefits," Hackett added. Further, Hackett said the business will continue to look at different channels to ...

Harvard endowment delivers 9.6% return, hits $53.2bn

ANDREW MCKEAN  |  FRIDAY, 18 OCT 2024
... asset allocation, meanwhile, has had three interrelated portfolio moves over Narvekar's tenure. First, the exposure to real estate and natural resources was reduced from 25% of the portfolio in FY18 to 6% today. This strategic reduction has had a positive ...