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Showing 421 - 430 of 16365 results for "Client"

Natixis bolsters distribution leadership

ANGELIQUE MINAS  |  MONDAY, 15 DEC 2025
Natixis Investment Managers has appointed Daniel Shelest as distribution director for researchers and consultants. Bringing a decade of experience to the role, Shelest will be responsible for strengthening the asset manager's relationships with research ...

Praemium acquires Technotia Laboratories

ANGELIQUE MINAS  |  MONDAY, 15 DEC 2025
... combined capability of both firms will enable advisers to operate with greater precision, scale and speed, while improvement client engagement and connection. Praemium chief executive Anthony Wamstaker said: "Through the acquisition of Technotia Laboratories ...

Hearts & Minds, WAM slash stakes in Corporate Travel Management

KARREN VERGARA  |  FRIDAY, 12 DEC 2025
... last into 2026. Wilson Asset Management said these heighten concerns over governance, balance sheet risk and potential client refunds, adding that the announcement on November 28 came as a "major shock to the market." Also on November 28, CTD announced ...

ASIC suspends MW Planning AFSL over missing responsible manager

MATTHEW WAI  |  FRIDAY, 12 DEC 2025
ASIC has suspended the Australian financial services licence (AFSL) of MW Planning, a subsidiary of MWL Financial Group, after it failed to appoint a new responsible manager. The AFSL is suspended until 8 June 2026. ASIC said MW Planning failed to fulfil ...

FEATURE: Private credit | At the precipice

GLENDA KORPORAAL  |  FRIDAY, 12 DEC 2025
The warning by JPMorgan Chase chief executive Jamie Dimon about the possibility of there being more "cockroaches" in the US private credit market has sparked a flurry of debate about risks in the market at a time when its potential is being assessed ...

Mercer doubles down on for-purpose sector

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... deliver investment solutions aligned with their mission. Reeves arrives from Yarra Capital Management where she worked on the client relationship side of the business. Before that she spent nine years at AXA Investment Managers as a client consultant ...

Investment veteran wraps 30 year career

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... Beesley to ensure a smooth transition. The firm also confirmed there will be no changes to the portfolio management of client accounts. Executive director of investment management, Troy Swann, will continue to lead the group's forward strategy and ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... capability, combining index-based, actively managed, and bespoke portfolio solutions with practice support, technology, and client engagement tools. Spittle brings more than 25 years of experience in wealth management, including senior leadership roles ...

AMP to pay $29m to settle class action

RIDDHIMA TALWANI  |  THURSDAY, 11 DEC 2025
AMP has settled a class action brought by Shine Lawyers in 2020, which claimed the firm's financial advisers breached their fiduciary and statutory duties to an estimated 100,000 clients. The AMP commissions and insurance class action was commenced ...

IFM Investors expands into Canada

ELIZA BAVIN  |  THURSDAY, 11 DEC 2025
IFM Investors has opened an office in Toronto, as the firm expands its global footprint. Across Canada, IFM serves more than 200 institutional clients, representing approximately $15.65 billion (C$14.4bn) in funds under management (FUM). IFM said the ...