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Showing 441 - 450 of 16369 results for "Client"

Boman Group scores licence to expand China investments

RIDDHIMA TALWANI  |  TUESDAY, 9 DEC 2025
Melbourne-based Boman Group has been granted the Qualified Foreign Institutional Investor (QFII) licence by the China Securities Regulatory Commission, which will help it to expand its direct investments in China. The licence will allow its subsidiary ...

JBWere partners to enhance advisers' portfolio analytic capabilities

MATTHEW WAI  |  TUESDAY, 9 DEC 2025
... model the potential impact of macroeconomic events and market scenarios like pandemics or the recent gold price spikes on client portfolios, guiding them to make informed decisions. The advanced risk management and portfolio construction capabilities ...

68% pass financial adviser exam: ASIC

KARREN VERGARA  |  MONDAY, 8 DEC 2025
Some 68% of candidates who sat the November sitting of the financial adviser exam passed, ASIC's results show. A total of 308 candidates undertook the exam, with 208 passing with flying colours. About three-quarters (75.6%) sat the exam for the first ...

EWM to buy three advice firms

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
... professional advice," he said. "We are pursuing a super firm strategy and on this journey we've been able to expand our client value proposition, provide career development opportunities for team members, and free up advisers to spend more time in front ...

AMP launches new series of funds

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
... with AMP, we are expanding investors' choices in how they access our investment expertise. And we always start with client need." The SouthPeak Alternative Alpha Fund is also available in the platform. The fund maintains a low correlation to traditional ...

Datt Capital opens small cap fund to retail investors

ELIZA BAVIN  |  MONDAY, 8 DEC 2025
Datt Capital has expanded access to its high conviction small cap strategy, launching the Datt Capital Small Companies Fund Class B, a retail friendly version of its previously wholesale-only fund. The original Small Companies Fund, launched in 2023 ...

Pallas Capital plots WA expansion with two executive appointments

MATTHEW WAI  |  MONDAY, 8 DEC 2025
Sydney-based private credit provider Pallas Capital has appointed two executives in Perth to lead its Western Australian expansion, establishing a presence in a market where access to private loans has historically been limited. Phil Anderton has been ...

APAC investors push for 24-hour trading in US markets

ELIZA BAVIN  |  FRIDAY, 5 DEC 2025
A new whitepaper by DTCC explores the implications of US markets switching to a 24x5 trading schedule, allowing investors to trade 24 hours a day, five days a week. The paper said global demand, especially from APAC investors, and regulatory permissibility ...

Morningstar moves to pay-for-play model

RIDDHIMA TALWANI  |  FRIDAY, 5 DEC 2025
... qualitatively by Morningstar's analysts. It expects the coverage breadth of qualitatively rated funds to expand in Australia. "Client feedback and market analysis have made it clear that Australian investors and advisers most value the insights and ...

Buyout firm announces promotions

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
... investment bench with a cluster of new appointments and promotions that signal its appetite for scale. PEP's partner & client group has added two new hires. Charlotte Edelman joins as a director, bringing extensive fundraising and institutional partnerships ...