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Showing 31 - 40 of 239 results for "Pendal"

Perpetual net outflows top nearly $9bn

KARREN VERGARA | WEDNESDAY, 24 JUL 2024

... outflows before the financial year end, which saw $8.9 billion of investor money exit its six boutiques. Former investors of Pendal Asset Management drove the exodus, walking away with a whopping $3.4 billion. The large-cap strategies led the biggest ...

Perpetual global head of distribution exits

ELIZABETH FRY | FRIDAY, 19 JUL 2024

... and director of institutional sales. Quaife was appointed global distribution lead last year following its acquisition of Pendal when Perpetual merged its regional asset management businesses to form one global division led by Rob Adams as chief executive. ...

Macquarie AM bags top manager gong

KARREN VERGARA | FRIDAY, 7 JUN 2024

... Australian Equities - Income Focused UBS Asset Management UBS Australian Small Companies Fund Australian Listed Property Pendal Pendal Property Securities Fund ESG - International Equities Dimensional Fund Advisors Dimensional Global Sustainability Trust ...

Perpetual seals $2.18bn deal with KKR, chief to retire

ANDREW MCKEAN | WEDNESDAY, 8 MAY 2024

... combination of Perpetual's Australian asset management business and the acquisitions of Trillium, Barrow Hanley and Pendal, has created a high-quality global firm. As a standalone business, it will be leaner, more agile, and fully focused on enabling ...

Citi Australia managing director takes on expanded remit

ANDREW MCKEAN | FRIDAY, 12 APR 2024

... then took on the role of head of Australia at IFM Investors. Most recently, she served as the head of institutional at Pendal Group. Ashton will report to Citi Australia and New Zealand head of markets Cristina Chang. "She [Ashton] is an outstanding ...

Perpetual awards State Street subsidiary a major mandate

ANDREW MCKEAN | MONDAY, 25 MAR 2024

... expertise are a natural fit for Perpetual's commitment to being a truly global asset management business. Notably, Pendal Group, a long-term client of Charles River in Australia, was acquired by Perpetual in January 2023, cementing its position as ...

Perpetual, Pendal combine multi-asset capabilities

JAMIE WILLIAMSON | MONDAY, 18 MAR 2024

Perpetual is creating a new multi asset strategies team, in a move that will see the departure of Pendal Group's head of multi asset. The fund manager said a recent review of its multi-asset capabilities resulted in a decision to merge the existing ...

Pendal shutters costly equity fund

KARREN VERGARA | MONDAY, 11 MAR 2024

Pendal is terminating one of its funds, saying that it was too expensive to operate, 11 years on from its launch. The Pendal Geared Imputation Fund will cease to exist on March 26, the fund manager told investors, as its "small size means that it has ...

Perpetual profit, operating revenue lifts

ANDREW MCKEAN | THURSDAY, 29 FEB 2024

Perpetual reported an increase to its underlying net profit after tax and operating revenue, largely due to the Pendal acquisition. Underlying profit after tax (UPAT) reached $98.2 million, 46% higher than the prior corresponding period because of the ...

Perpetual weathers $4.3bn in outflows

ANDREW MCKEAN | MONDAY, 29 JAN 2024

... asset management entities, JO Hambro was the hardest hit, registering $1.7 billion in net outflows. Meanwhile, TSW and Pendal Asset Management saw outflows of $1.6 billion and $900 million respectively during the same period. Barrow Hanley, which was ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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