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Showing 551 - 560 of 5166 results for "Quality"

Perpetual Wealth Management adds five senior advisers

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... of experience to our teams," Baker said. "Their diverse backgrounds and skillsets, together with their clear focus on quality client outcomes will seamlessly complement our existing teams serving clients across the country." Perpetual also said that ...

Australian equity fund manager in a league of its own: Mercer survey

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... Dalrymple Bay and trustee Equity Trustees. New positions, meanwhile, have mostly come from the ranks of "larger, higher quality" companies, including "former market darling" Nanosonics. Forager portfolio manager Alex Shevelev told Financial Standard ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... respondents being satisfied or extremely satisfied with their managed account provider, indicating broad approval of service quality. "In addition, managed accounts are demonstrating their value to advice businesses, with 92% of advisers reporting time ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
... said it's pursuing a strategy of selective M&A opportunities that align with its commitment to deliver accessible, high-quality wealth services to retail and high-net-worth investors across Australia. This acquisition expands Equity Story's wealth management ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... demand among financial advisers and wealth managers for investment solutions to better diversify portfolios and access high-quality managers and strategies to meet the investment objectives of clients," a Mercer spokesperson added. Leading wealth management ...

Mantis to distribute new micro cap offering

JAMIE WILLIAMSON  |  THURSDAY, 17 APR 2025
... market. Mantis Funds will distribute the Balmoral Investors Micro Cap Fund to wholesale investors, offering access to quality ASX-listed micro caps via a long only and benchmark unaware strategy. It invests exclusively in companies with a market capitalisation ...

Challenger posts mixed Q3 FY25 result

MATTHEW WAI  |  THURSDAY, 17 APR 2025
... Japanese annuities at $240 million (up 33%) for the quarter. Challenger said the longer duration sales will improve book quality and returns but has also seen fixed term annuity sales grow by 15% to $505 million due to demand driven by the 'inverted ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
... O'Donoghue said. "Our members will truly benefit from more personalised and specialist advice, while continuing to receive high-quality guidance that aligns with their individual goals." Brighter Super said around 39% of its members currently receive ...

Japan's first digital investment platform for private assets goes live

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
... launch, announced yesterday, which Keyaki Capital said marks an important step in expanding digital access to institutional-quality private asset investments in Japan, follows its registration to conduct electronic offering services for privately placed ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
... Management (IAM) offering provides private clients, SMSF investors, and financial advisers diversified exposure to high-quality debt with stable yields comparable to maturing ASX-listed hybrids, it said. The focus on syndicated loans can provide stronger ...