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| | | ... partners at Igneo, the infrastructure arm of First Sentier Investors. They are joining the seven other partners that currently lead the manager's global strategy. In addition to being named a partner, Pearce is also taking on the newly created role of ... |
| | | | ... Fortitude is building capacity for the next stage of growth in the business, adding that the private lower mid-market currently offers an attractive opportunity for investors. The group runs an internship program in partnership with the University of ... |
| | | | ... can easily move back and forth between work and retirement - between saving their money and spending it," he said. "Currently the system requires members to open a separate retirement account if they want to draw down - and another if they want to keep ... |
| | | | ... and contribute to our country- socially, culturally and economically." Meanwhile, Vij will join from Aveo, where he currently serves as chief financial officer. He brings more than 25 years of experience in private equity, investment banking, property ... |
| | | | ... advisers." The underlying fund invests in loans sourced through the Cliffwater Corporate Lending Fund Platform, which currently holds exposure to over 3800 individual loans across sectors such as healthcare, industrials, IT and financials. The portfolio ... |
| | | | ... Matters (FAM), increasing the total number of employed advisers to 22. FAM was acquired by Centrepoint Alliance in 2023. Currently, Centrepoint Alliance is operating a "lean" model, which saw the company improving cost-to-income ratio by 100 basis point ... |
| | | | ... in the local wealth management scene, including Cbus, IOOF, Morgan Stanley, Bell Potter and Merrill Lynch. She also currently sits on the Certification Assessment Panel for the Responsible Investment Association Australia. "We are fortunate to have Caroline ... |
| | | | ... executive director, property, joining from AustralianSuper in October. John Richmond is set to take on the role and is currently the senior investment director of Australian and New Zealand property, real assets at AustralianSuper. Richmond will bring ... |
| | | | ... are slowly becoming an essential tool for local financial advisers. According to the survey, 62% of financial advisers currently used managed accounts, an increase from about 59% earlier this year, and separately managed accounts (SMAs) have emerged ... |
| | | | ... from $4.8 billion across its Core, Auxilium and Badges platforms. Salaried offices comprise about 49% of FUA. Fiducian currently has 38 salaried advisers, while franchised offices comprise about 51% of FUA. It has 39 franchised financial advisers nationally. ... |
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