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Showing 41 - 50 of 659 results for "Perfect"

Finchley & Kent adopts Padua Solutions tech suite

JAMIE WILLIAMSON  |  MONDAY, 5 MAY 2025
Advisers tied to Finchley & Kent will be able to use the full suite of Padua Solutions' services under a new partnership. Striking a strategic partnership, Finchley & Kent's network of advisers will have access to Padua's new Paraplanning as a Service ...

Frontier Advisors lands major mandate from asset management giant

ANDREW MCKEAN  |  THURSDAY, 1 MAY 2025
Frontier Advisors has won a mandate from Japan's $350 billion Nissay Asset Management, which is part of the Nippon Life Insurance Group. The mandate will allow Nissay to tap into Frontier's institutional intelligence to support its pension clients. ...

First Sentier to enter Australian ETF market

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
... has over 25 years' experience of gearing through both rapidly rising and falling markets. "We believe the ASX 100 is the perfect hunting ground for an actively managed, geared strategy - even when markets are volatile - with a number of high-quality ...

AllianzGI appoints public and private markets lead

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
Allianz Global Investors has named a head of private and public markets after splitting the global head of investment role. The leadership shake-up follows the retirement of the firm's head of investments, Deborah Zurkow, who announced her retirement ...

CA ANZ launches AI fluency certificate for finance professionals

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... most impactful thing that any professional can do today" for their career, team, and business, calling the certificate "a perfect starting point." "We've worked to create learning materials that develop lasting, meaningful skills in what's a rapidly ...

Lakehouse Capital lists first fund on ASX

ANDREW MCKEAN  |  MONDAY, 7 APR 2025
Boutique investment manager Lakehouse Capital, which manages $600 million, has listed its Global Growth Fund on the ASX today, its first publicly traded offering. Lakehouse Capital co-founder and chief investment officer Donny Buchanan said that listing ...

Russell Investments, Reach Alts team up to expand private market access

ANDREW MCKEAN  |  WEDNESDAY, 2 APR 2025
Russell Investments has partnered with private markets platform Reach Alts to broaden advisers' access to private market opportunities in Australia. Reach Alts will draw on Russell's institutional investment management expertise and research capabilities ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
WT Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... offering in the wealth management sector," White said. "Brendan has an exceptional reputation in the market and is the perfect appointment to guide our next stage of growth." Capital Haus was launched in Sydney in 2022, with the firm also has presences ...

New impact fund backs marginalised female entrepreneurs

ANDREW MCKEAN  |  MONDAY, 24 MAR 2025
... businesses, we can make a difference to economies more broadly." She added that Good Return's Impact Investment Fund is the perfect opportunity for socially minded investors to dip their toe into impact investing. "Your money technically stays within ...