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| | | ... come within the next two weeks as CC Capital Partners "continues to actively work towards" making a binding bid for the wealth manager. Insignia confirmed CC Capital is finalising financing and investment committee approvals and that process is expected ... |
| | | | ... APRA their material service provider register (MSP). Linda Elkins, KPMG Australia's national sector leader, asset and wealth management, recently told Financial Standard that what CPS 230 asks super funds to do is understand their critical processes ... |
| | | | ... Viridian as about $16 billion of funds across Viridian Advisory, Infinity Capital Solutions and Smartmove Lending, providing wealth advice, investment solutions and mortgage broking services to 15,000 clients. Head of TA Associates Asia Pacific Edward ... |
| | | | ... US President Donald Trump unleashed a slew of tariffs that were higher than what the market was expecting, leaving many wealth managers jumbled on whether to take an overweight or underweight position on equities. "We turned to our process. Looked at ... |
| | | | ... Retirement Trust as a portfolio manager within the private equity team. Anika Choudhury has left Australia's sovereign wealth fund where she started out a senior analyst nearly five years ago following a stint in First State Super. Before that, she ... |
| | | | ... and manage portfolios - offering advisers and clients the transparency, efficiency, and control they expect from a modern wealth solution," Saunders said. Meanwhile, Briefcase founder and chief executive Josh Persky said the partnership breaks down the ... |
| | | | ... Clean Energy Finance Corporation, e61 and Tivan. Commenting, ASIC chair Joe Longo said: "Rob, Christine and Guy bring a wealth of experience in their roles as members of ASX top 20 boards and government investment funds, as well as deep experience across ... |
| | | | Betashares has registered a new managed investment scheme, which possibly signals the expansion of its Wealth Builder geared ETF product suite, launched in April last year. The Betashares Wealth Builder Global Shares Geared (30-40% LVR) Complex ETF ... |
| | | | ... co-founders of Super Fierce, officially launched it on International Women's Day in 2022 in the hope of tackling the gender wealth gap. The platform primarily compared superannuation products with the aim of ensuring women retire with more. Super ... |
| | | | Perpetual Investment Management has awarded MUFG Pension & Market Services (MPMS) a mandate to oversee its investor and member administration services. MUFG Corporate Markets will provide services across unlisted registry, listed registry, corporate ... |
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