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Showing 571 - 580 of 7749 results for "Partners"

Fitzpatricks advice GM resigns

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... following the general manager for advice's decision to step down from the private wealth subsidiary. Fitzpatricks Advice Partners' general manager of advice Jasia Fabig has resigned from the post effective September 11. She will commence a part-time ...

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
... financial advisory firm. Jason Coggins, who left Koda Capital two years ago joins the investment committee of Lipman Burgon & Partners. Effective this month, he replaces investment committee chair Robert Lipman, the group's founding partner who stepped ...

Regal assets hit $18bn

KARREN VERGARA  |  MONDAY, 28 JUL 2025
Regal Partners' total assets under management (AUM) reached $17.7 billion in the last quarter. This marks a 7% increase on the $16.5 billion of AUM reported at the end of March, driven by inflows and positive investment performance across different ...

MLC AM reduces MultiSeries management fees

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... experience for both advisers and clients," Khan said. MLC's parent company Insignia Financial recently accepted CC Capital Partners' takeover offer. The Scheme Implementation Deed shows CC Capital will acquire all the issued shares in Insignia for a ...

Brighter Super awards $50m mandate

MATTHEW WAI  |  MONDAY, 28 JUL 2025
A new $50 million mandate will see Queensland Investment Corporation (QIC) invest Brighter Super members' retirement savings back into the state's economy through high-growth, innovative businesses. The mandate will invest in businesses delivering strong ...

Acenda Group names finance, risk leads

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... Acenda. I have great confidence in their ability to lead the business with integrity and a commitment to our customers and partners across Australia and New Zealand," Dunn said. De Bruin commented that their "combined experience across financial services ...

Ascalon snags Evidentia executive

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... asset allocation. Most recently, Jain was the principal at Evidentia, following a four-year stint at Zenith Investment Partners as a senior investment consultant, where he advised financial advisers and institutions on portfolio construction, fund selection ...

Australian Ethical PM departs

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
... billion in Australian equities portfolios as deputy head of equities at Perpetual Investments and co-founded Ethical Partners Funds Management where he was the investment director. "It's an honour to carry on Andy's exceptional management of ...

Future Generation delivers 10.8%, increases dividend

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
... remains elevated" Lowe said. "I would like to thank our shareholders for their continued support of our social impact partners and children and youth at risk, who are also facing challenges and uncertainty."

Now is the best time to invest in infrastructure: Palisade

MATTHEW WAI  |  THURSDAY, 24 JUL 2025
... potentially fruitful returns according to Palisade. Speaking at the Pinnacle Investment Summit 2025, Palisade Investment Partners executive director Vicki Rigg highlighted several infrastructure sectors that are poised to flourish due to societal dynamics. ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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