Search Results | Showing 601 - 610 of 16372 results for "Client" |
| | | Advice platform AZ Next Generation Advisory (AZ NGA) has increased its stake in financial advice firm Geographe Financial Group (Geographe). Geographe has provided advice on superannuation, investments and insurance since 1976 for clients in Western ... |
| | | | ... for data security and data protection or consider additional precautionary measures, such as enhanced encryption, or if client data is permitted to be transmitted to or accessed from offshore. ASIC warned REs they should regularly assess OSP controls ... |
| | | | ... domestic and global institutional investors with credible, state-backed projects, but to structure transactions aligned to client objectives." "In doing so, we can provide clients with access to compelling opportunities in a market with material scale ... |
| | | | Igneo Infrastructure Partners will divest its 15.26% shares in Adelaide Airport Limited, the owner and operator of Adelaide Airport and Parafield Airport. The decision follows a strategic review of Igneo's portfolio, assessing each asset's ability ... |
| | | | ... found Linchpin operated a fund unlawfully and without an AFSL. At one point, CPG had $7 billion in funds under advice, a client note showed, noting that the asset consultant was "Australia's foremost researcher of cash investment". According to CPG's ... |
| | | | ... some outsourced tasks or business functions that can impede the ability to protect the confidentiality of business and client information, ASIC said. ASIC also engaged with six intermediary businesses based in the Philippines, India and Sri Lanka offering ... |
| | | | CareSuper has appointed Matt Macdonald as portfolio manager within the private equity team. The private equity specialist joins from AustralianSuper where he worked as a senior investment analyst for over four years. Before that, he spent an equivalent ... |
| | | | Liz Norman, the long-serving head of marketing, sales, and client relations at Platinum Asset Management, has left the company ahead of its merger with L1 Capital which was approved by shareholders last week. Norman has been a crucial member of the ... |
| | | | ... into investment strategies and frameworks. He worked in several roles, including manager research, portfolio construction, client consulting, and sustainable investment. Unger was also previously a member of Willis Towers Watson's investment think-tank ... |
| | | | A former Smartshares chief executive has taken the reins at Mercer's New Zealand business, Anna Scott will spearhead Mercer's operations across New Zealand, working closely with local and regional teams to further develop the firm's capabilities ... |
|