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Showing 31 - 40 of 616 results for "Wealth manager"

Insignia Financial back in the black

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... transitioning its master trust technology and operations to SS&C and divesting much of its financial advice operations. The wealth manager attributed the return to profit to the success of that program, with underlying net profit after tax (UNPAT) up ...

LGT Crestone taps alternatives and ESG expert

MICHELLE BALTAZAR  |  THURSDAY, 14 AUG 2025
... years, LGT Crestone has recruited an alternatives specialist from Escala Partners to join the group. LGT Crestone, a wealth manager with more than $600 billion in client assets globally, has appointed Darragh Kennelly as senior investment analyst within ...

Octopus awarded $1bn mandate

ELIZA BAVIN  |  TUESDAY, 29 JUL 2025
Octopus Australia has announced a partnership with APG Asset Management, a Dutch pension fund investor with assets under management exceeding $1 trillion (€590 billion). As part of the partnership, APG intends to commit over $1 billion to Octopus ...

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
Morningstar has revised its forecasts for HUB24 and Netwealth, with continued strong performance from the pair pushing their valuations higher. Total shareholder returns for HUB24 and Netwealth since the start of the year to 24 July 2025 were around ...

Federated Hermes 'not far away' from launching Australian wholesale products

MATTHEW WAI  |  THURSDAY, 24 JUL 2025
Federated Hermes has primarily engaged with the institutional market, notably superannuation funds, in Australia, but this is set to change as the firm looks to tap into the local wholesale market. Federated Hermes international head of sales Clive ...

SS&C to take over Calastone for $1.6bn

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
SS&C Technologies Holdings is set to acquire Calastone for nearly $1.6 billion (£766m) upon Carlyle Group announcing it will divest the majority stake it bought in 2020. Upon completion of the deal, which is expected to be in the final quarter of 2025 ...

HNWIs, family offices embracing private real estate credit

ELIZA BAVIN  |  THURSDAY, 17 JUL 2025
... underlying property." In line with the research, Rivkin Private Wealth managing director Thomas Silitonga said the wealth manager has steadily increased its investment in private real estate credit over the past four years and now has around $400 million ...

Beware risks in private markets: bfinance

MATTHEW WAI  |  THURSDAY, 17 JUL 2025
While access to private markets for wealth managers has evolved in the last decade, so too has the level of risk involved, a report states. According to bfinance's Private Markets for Private Wealth: Democratisation vs Retailisation report, 61% of wealth ...

Praemium scores mandate, sees FUA rise $6bn

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
Praemium's administration solution Scope+ has been selected by Bell Financial Group to administer more than 2200 client portfolios. The partnership will see Praemium's funds under administration (FUA) grow by $6 billion to around $68 billion ...

AMP Super delivers double digit returns in FY25

MATTHEW WAI  |  WEDNESDAY, 2 JUL 2025
... period among the three options available. Balanced returned 11.0%, while Growth delivered a return of 12.7%. The wealth manager said the positive returns highlight the strength of its investment approach through a volatile period marked by geopolitical ...