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Showing 531 - 540 of 5657 results for "Solutions"

TAL nabs AIA strategy lead

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... portfolios. This enhanced shareholder value and lowered capital requirements. Archer developed several fixed-income solutions to improve capital efficiency and risk-adjusted returns which, in turn, led to more competitive annuity product pricing and ...

WTW welcomes investment chief

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... investment committee and real assets investment committee. In this role, Pliner led the creation of custom portfolio solutions for the company's outsourced clients in the US. The firm's global head of investments Diya Luke congratulated the duo ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... of typical client review meetings and financial terminology which gives it a distinct advantage over more generic AI solutions," Pidd said. "The main benefit was the time it saved during post-meeting processes and producing compliant file notes. The ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... automating the aggregation of wealth data into its comprehensive registry platform. "It offers customisable white-label solutions for financial advisers, wealth managers, accountants, lawyers, and other professionals." HTL Private Office co-founder Vasco ...

Aussie instos on the hunt for niche opportunities

ELIZA BAVIN  |  WEDNESDAY, 19 MAR 2025
... strong interest coming from family offices, private wealth and high-net-worth individuals looking for private market solutions as they seek diversification, low volatility and strong returns.

FNZ wins mandate, names APAC head

JAMIE WILLIAMSON  |  TUESDAY, 18 MAR 2025
... global perspective and proven ability to drive strategic execution, will help FNZ continue delivering industry-leading solutions. We are excited to welcome him to the team."

Clean energy strategies a gateway to long-term growth

ANDREW MCKEAN  |  TUESDAY, 18 MAR 2025
... giants across the globe suggested that these companies are looking beyond the near term, to a future where clean energy solutions will be essential for their survival and growth. That said, these clean energy strategies are at varying stages of maturity. ...

TWC Invest makes risk, technology hires

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... compliance to support the firm's growth and ensure we continue to deliver disciplined, high-integrity investment solutions." Meanwhile, James Martin has become the firm's chief technology officer, enhancing its proprietary technology platform ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... are a substantial number of advisers using custom-built SMAs, allocating 57% of new client inflows to these tailored solutions. "Each year more advisers are turning to managed accounts because they allow for a more holistic approach to wealth planning," ...

Japanese asset manager enters Australian market

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... Maragiannis said. Axius Partners was established in 2011 to provide capital formation, funds management, and capital advisory solutions. The firm works with fund managers from across the globe and represents them in the institutional, family office ...