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Showing 511 - 520 of 16719 results for "Client"

Mutual Trust promotes executive to head of investment solutions

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
Family office Mutual Trust has promoted one of its directors to the newly created role to reinforce its contemporary wealth offering. Hemant Govan, previously head of research and portfolio management and stationed at the company for over nine years ...

JBWere makes senior advice hires

STAFF WRITER  |  WEDNESDAY, 15 APR 2026
JBWere has named an executive, advice and head of advice for NSW/ACT. Daniel Walsh has been appointed executive, advice at JBWere following several years in Morgan Stanley's wealth management division as an executive director and NSW state manager. ...

FEATURE: Private equity | Time to deploy

ELIZA BAVIN  |  TUESDAY, 14 APR 2026
Private markets have experienced significant growth in recent years, and investors are showing no signs of slowing down. Global private equity (PE) investment rose from US$1.8 trillion in 2024 to US$2.1 trillion in 2025, despite a decline in deal volume ...

Insignia Financial shareholders approve takeover

ELIZA BAVIN  |  TUESDAY, 14 APR 2026
Insignia Financial shareholders have voted in favour of the proposed acquisition by CC Capital Partners by an overwhelming majority of 98.65%. Insignia chair Allan Griffiths said he is pleased with the strong level of shareholder support for the Scheme ...

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
... specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale and Mark Hudson. Staffing seven people, including the two advisers, AZ NGA said the firm has a deeply ...

Ausbil strengthens distribution ranks

STAFF WRITER  |  TUESDAY, 14 APR 2026
... development manager for NSW and ACT. With more than 10 years of experience in retail distribution, equities research and client advisory, Lester will be responsible for servicing wholesale clients throughout New South Wales and the Australian Capital ...

Magellan shareholders say yes to Barrenjoey takeover

RIDDHIMA TALWANI  |  MONDAY, 13 APR 2026
... interest. "We have seen first-hand the calibre of its people, the strength of its culture, and the breadth and depth of its client relationships," he said. "We believe that the proposed merger represents the natural next step in this partnership. It ...

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
... fact find had been done by an unlicensed third party, the SOA was prepared by a paraplanner, and where he had only met the client once during a meeting between them and the third party referrer. He first provided advice in 2010 and was authorised by ...

ASIC bans former adviser Rhys Reilly for 10 years

KARREN VERGARA  |  MONDAY, 13 APR 2026
... found to be actively involved in Venture Egg's high volume advice process, in which third-party referrers undertook the client fact finds, and was complicit in a process in which he knew other advisers were signing his name, and the names of others ...

Regal Partners appoints chair-elect

RIDDHIMA TALWANI  |  MONDAY, 13 APR 2026
... pursues its long-term strategy." Cole highlighted Regal Partners' material expansion across investment capabilities and client base while strengthening its operating platform over the past four years. "It has been a privilege to help lead Regal Partners ...