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Showing 581 - 590 of 5659 results for "Solutions"

Our results were strong: Alexis George

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... coming weeks to help advisers with their meeting prep for clients. We've been working on a couple of at scale AI solutions, and I want to continue investing in that because I think we can make life easier for them with those solutions," George said. ...

Partners Wealth Group appoints new head of Partners Private

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... Suisse, and associate director at Macquarie Funds Group, where he developed expertise in delivering bespoke financial solutions for high-net-worth (HNW) clients. Partners Wealth Group managing director Mathew Cassidy said Herd's experience and proven ...

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... of the main findings in SuitabilityHub's 2025 Platform Market Wrap report, which analysed 18 platforms and portfolio solutions. "One of the areas that a lot of advice practices struggle with each year is the ongoing fee consent," Peker told Financial ...

Australian Bond Exchange grows footprint with global partnership

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... global. ViewTrade Australia is a subsidiary of ViewTrade Holding Corp, which provides brokerage, technology and financial solutions to over 300 financial institutions in over 30 countries including Australia and New Zealand. Under the agreement, ViewTrade's ...

Brookfield subsidiary launches credit fund locally

KARREN VERGARA  |  FRIDAY, 14 FEB 2025
... Management. Channel Investment Management is the RE as well as the investment manager for the fund. Brookfield Oaktree Wealth Solutions acts as distributor. This is the first time that Channel IM has partnered with Brookfield Oaktree Wealth Solutions. ...

Institutional sales exec exits Ares Management

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... team at Ares Management Australia, has departed the company Fleiter was a relationship manager in the global client solutions group, where he focused on institutional client management for Australia and New Zealand. He reported to former AMP Capital ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
JP Morgan Asset Management has appointed a former Netwealth investment solutions executive to lead its high-net-worth individuals and family offices segment. Reporting to Mark Carlile, the asset manager's head of wholesale for Australia and New ...

High-profile stockpicker hires from WTW

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... assets manager research team in Australia. Before joining WTW, Kelly spent 8 years with PwC in the risk and controls solutions practice and was a senior Manager when I left PwC in 2012. Interestingly, Zinurova moved to Wilsons Asset Management from WTW ...

Five V hires from buyout firm EQT

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... providers, IT services and healthcare assets. The firm has taken a strategic interest in Perth-based SAP partner DyFlex Solutions and recently invested in Digital Matter. For its part, EQT is expanding into the Australian energy and environmental sector ...

PIMCO hires former Global X sales lead

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... the new appointment on social media, Chugh said joining PIMCO has "reignited his passion for innovation in investment solutions." "I am excited to help build and support our ETF platform's development and growth." Chugh was made redundant by Global ...