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| | | ... team members. The small private wealth team consists of Jon Black, Joanne Kenderes and Laura Perresini. They are the majority owners of Oreana Private, aligned with dealer group Oreana Financial Group. Oreana provides services in Australia and Hong Kong. ... |
| | | | ... that not only are investors living their ESG values and partaking in a range of climate-conscious activities, the vast majority want to tackle climate change issues as they build wealth." |
| | | | ... from institutional investors, mostly across local and global equities. IFM Investors was next, winning $2.5 billion. Majority of this was across international equities and alternatives ($1 billion each), with smaller wins in cash, fixed income and Australian ... |
| | | | ... manages about $300 million for Schroders. RF Eclipse is owned by RF Group, the family office of Andrew Roberts, former majority shareholder of Multiplex property group. It specialises in loan origination, loan management and funds management across real ... |
| | | | ... since COVID-19 hit. About 25% said the pandemic prompted them to increase their cover. For advised participants, the majority (80%) feel better about their financial position as a result of having an adviser, despite the challenges posed by the pandemic. ... |
| | | | ... consumers. Latitude Group was owned by Kohlberg Kravis Roberts, Varde Partners and Deutsche Bank. The group continues to be majority shareholders with voting power following the IPO. |
| | | | ... $1.57 billion of annuities in the quarter, which was 165% higher than previous corresponding period's $979 million. Majority of the annuities sales came from domestic fixed-term sales ($1.39 billion) with small contributions from domestic lifetime ... |
| | | | ... Centre for Social Research and Methods revealed tax concessions cost the federal budget $60 billion per year with the majority benefiting men. The four tax concessions consist of negative gearing, superannuation tax concessions, capital gain tax discount ... |
| | | | New research claims that the majority of Australians deplete their superannuation savings before death, countering the Retirement Income Review's findings. The Association of Superannuation Funds of Australia (ASFA) claims that most retirees run out ... |
| | | | ... advisers and improve the service they offer." Last year, private equity giant The Carlyle Group said it will acquire a majority stake in Calastone |
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