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Showing 571 - 580 of 7839 results for "Open"

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
Victorian firm hmh Advisory launched its online wealth management solution, catering to those who don't require full-scale financial advice. The new solution, hmh onlineinvest, offers access to four diversified portfolios which cover a range of risk ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
Hybrid advice provider Life Sherpa is partnering with OpenInvest to offer a low-cost managed investment portfolio solution for clients with low balances. With a minimum investment of $5000, the offering comprises four diversified portfolios with a range ...

Macquarie flags asset management challenges

CASSANDRA BALDINI  |  THURSDAY, 7 SEP 2023
... its $176.47 market close on Tuesday to $170.21 market close on Wednesday. It continued to sink to a low of $170 at market open this morning and has since shifted to $171.16 at the time of writing.

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
Lumiant's co-founder and chief executive has stepped down from day-to-day responsibilities to take a career break. Santiago Burridge remains as a director on the board of Lumiant as the fintech aggressively expands in the US market. Lumiant's US chief ...

Integrity Life to cease writing new retail policies

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... existing policyholders, adding that its commitment to claims is unchanged. It said all other Integrity partnerships remain open to new business "at this time." "Protection of policyholders is critical and as such the board has taken the difficult decision ...

Income Asset Management appoints head of sales

ANDREW MCKEAN  |  TUESDAY, 5 SEP 2023
... Melbourne, and Brisbane. Her remit will also include spearheading IAM's expansion into the West Australian market and to open an office in Perth. "With a growing sales team, Jenna will also be responsible for leading, mentoring and managing the sales ...

Ironbark launches global infrastructure fund

CHLOE WALKER  |  MONDAY, 4 SEP 2023
Ironbark EagleCrest Infrastructure is an open-ended, mid-market focused private markets solution and has already received backing from private wealth firms. Ironbark EagleCrest Infrastructure feeds into the offshore Eaglecrest Infrastructure Fund that ...

Complii grows through MIntegrity acquisition

CASSANDRA BALDINI  |  MONDAY, 4 SEP 2023
... Mason said Complii expects to leverage these new skills with its existing client base. "Conversely, their client list will open the door to incremental business opportunities for Complii and other group business units," he noted. MIntegrity co-founder ...

Spire Capital, Oaktree launch wholesale fund

CHLOE WALKER  |  FRIDAY, 1 SEP 2023
The Spire Oaktree Special Opportunities Fund offers wholesale investors exclusive access to opportunistic credit and special situations. The fund builds on a three-year partnership between Spire Capital (Spire) and Californian-based Oaktree Capital ...

Citi terminates staff super fund

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2023
... member to September 30. According to its unaudited financial accounts for the year to December 2022, the fund - which is also open to employees' spouses - had total member liabilities of $65.8 million. Of those, just over $16 million were to defined ...