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| | | Zurich Australia is set to take on a major mandate from Australian Retirement Trust (ART) to provide insurance for its Super Savings members. ART confirmed it has entered final contract negotiations with Zurich to take over the group insurance mandate ... |
| | | | Betashares is acquiring managed accounts business InvestSense to create Trellia Wealth Partners out of the deal. Trellia will have about $8 billion in funds under management and will operate as a standalone business, of which Betashares will contribute ... |
| | | | Hostplus has extended its group insurance partnership with MetLife Australia until June 2028. Since the inception of the partnership in 2013, Hostplus said its members have enjoyed lower premiums, improved insurance terms, and a more personalised claims ... |
| | | | ... services and more, for wholesale and high-net-worth investors. One of the entities within the group - Mayfair Wealth Partners traded as Mayfair Platinum and changed its name to Australian Income Solutions in mid-2020. In April 2021, the Federal Court ... |
| | | | ... over a decade of experience across business development and adviser partnerships, Deagan joins from Zenith Investment Partners, where she led national adviser relationships and consulting initiatives. Before Zenith, she spent 10 years at Goldman Sachs ... |
| | | | ... headcount with the appointment of Tracy Jones. The listed New York alternatives manager has hired Jones from Pacific Equity Partners, where she was a director within the private equity giant's partner and client group. The appointment comes as the ... |
| | | | Praemium's administration solution Scope+ has been selected by Bell Financial Group to administer more than 2200 client portfolios. The partnership will see Praemium's funds under administration (FUA) grow by $6 billion to around $68 billion ... |
| | | | Adrian Stewart is set to leave Allianz Australia Life Insurance and Allianz Retire+, with an acting chief executive appointed. David Kane, currently chief operating officer, is stepping into the lead role in an interim capacity. Allianz said Stewart ... |
| | | | GQG Partners' assets jumped $4 billion to reach a record high of US$172.4 billion for the 2025 financial year despite experiencing "short-term relative underperformance". "We have continued to position our portfolios defensively, and as a result ... |
| | | | ... world. "The success of this fundraise is a testament to the quality of Coller's entire global team and the trust our partners place in us..." The firm has invested in credit secondaries since 2008 and has committed over US$10 billion ($15bn) to date. ... |
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