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Showing 501 - 510 of 1541 results for "Connect"

Pengana appoints manager

KANIKA SOOD  |  MONDAY, 10 MAY 2021
Pengana has appointed US manager Harding Loevner to manage $435 million of assets in its listed and unlisted International Fund. Harding Loevner will also manage both the LIC Pengana International Equities Limited (ASX: PIA) and the unlisted vehicle ...

Jarden and Nomura form alliance

KARREN VERGARA  |  MONDAY, 10 MAY 2021
Investment and advisory firm Jarden and investment bank Nomura have joined forces to provide clients shared expertise. Nomura will provide its global network, product capabilities and balance sheet to support clients across equity capital markets (ECM) ...

Macquarie Wrap reaches new milestone

ANNABELLE DICKSON  |  MONDAY, 10 MAY 2021
The Macquarie Wrap platform has hit new heights, recording over $100 billion in assets under administration. As at 31 March 2021, Macquarie Wrap has $101.4 billion in AUA, 21% market share and annual flows of $4.9 billion. Head of wealth product and ...

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
... have made a number of significant investments in technology in recent years, including the introduction of Centrepoint Connect and the development of the Centrepoint Alliance Practice Dashboard," she said. "We remain committed to continuing to deliver ...

Pengana appoints manager for global equities

KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
Pengana Capital has appointed a US-based fund manager to its global equities assets, after Jordan Cvetanovski and Steven Glass's surprise walkout in March. Connecticut-based Axiom Investors will manage the two funds: Pengana International Ethical ...

Grant Thornton sells private wealth division

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
Grant Thornton Australia has sold its private wealth business to its senior 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 ...

Super fund in-houses advice service

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... industry engagement Deb Potts said providing general advice in-house will build the fund's internal capabilities and help connect members with the full range of advice and information on offer. "This team will support our members according to their needs ...

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
NASDAQ listed Focus Financial Partners has added a Queensland advice firm to its advice multi-boutique network Connectus. Aspiri Financial Services Group will join Connectus, which in December 2020 acquired S ydney's Brady & Associates Group, Melbourne's ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... models, but over the horizon, there is emerging competition from integrated applications like Salesforce-based Wealth Connect and Intelliflo Intelligent Office from the UK, a trend that is set to grow," Investment Trends analyst Ian Webster said. "Now ...

Frontier hires from UK partner

ANNABELLE DICKSON  |  THURSDAY, 22 APR 2021
Frontier has hired a senior consultant from its global alliance partner, Lane Clark and Peacock (LCP) in the UK. Harry Green was at LCP for five years as lead investment consultant to a range of LCP's defined contribution clients, advising trustees ...