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Showing 621 - 630 of 16719 results for "Client"

Iress sticks to simplification plan, will consider "bona fide" takeover bids

RIDDHIMA TALWANI  |  WEDNESDAY, 25 FEB 2026
... confident we will continue this momentum, supported by our accelerated business efficiency," he added. "We are sharpening our client-first execution through targeted reinvestment to modernise our technology stacks, embed AI across our core platforms ...

GDG reports record FUM growth, eyes stronger second half

MATTHEW WAI  |  WEDNESDAY, 25 FEB 2026
... Evidentia Group has delivered $4.9 billion of FUM growth (up 36%) over the period. Since GDG's acquisition, Evidentia Group's client relationships have grown from 53 to 75 partner firms. The momentum of which, GDG said, is likely to continue into the ...

Regal profits rise 65%, Pacific Current reports $11.7m loss

ELIZA BAVIN  |  TUESDAY, 24 FEB 2026
Regal Partners has delivered a full-year normalised net profit after tax (NPAT) of $160.5 million, up 65% from the year prior. In the year to 31 December 2025, Regal saw funds under management (FUM) increase 16% to $20.9 billion, supported by strong ...

Channel Capital launches credit fund for wholesale investors

ELIZA BAVIN  |  TUESDAY, 24 FEB 2026
... Channel Capital will provide all non-investment services for the fund, including responsible entity services, operations, client service and distribution.

Centrepoint Alliance, Count see strong earnings growth

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
... during the half year, including four financial planning acquisitions. FUA increased to $40.2 billion (up 11%), driven by new client growth and net client inflows. Meantime, the firm's underlying NPAT attributable to shareholders was $7.2 million ...

VFMC names chief finance, risk officer

JAMIE WILLIAMSON  |  TUESDAY, 24 FEB 2026
A long serving Bennelong Funds Management executive is taking on the role. Jeff Phillips has been named as chief finance and risk officer at Victorian Funds Management Corporation (VFMC), stepping into the role next month. Phillips is currently chief ...

Blue Owl sells US$1.4bn assets to pension funds

KARREN VERGARA  |  MONDAY, 23 FEB 2026
Blue Owl has liquidated US$1.4 billion worth of assets from several private credit strategies and sold them to four unnamed major pension funds and insurance companies. The redemption includes US$600 million of direct lending investments from Blue Owl ...

LGT Wealth Management names head of family advisory

RIDDHIMA TALWANI  |  MONDAY, 23 FEB 2026
... high-net-worth clients. Prasad joins the wealth management firm from KPMG, where she was a partner in the family and private client business. She has over 18 years of experience in wealth structuring and governance, guiding families and not-for-profit ...

OneVue adviser exits dents Praemium's FUA

KARREN VERGARA  |  MONDAY, 23 FEB 2026
... growth was 7.9%. Portfolio services revenue marginally decreased from prior corresponding period (PCP) due to a managed client exit from the Scope service," Praemium said. Praemium chief executive Anthony Wamsteker commented: "With the OneVue transition ...

Mason Stevens appoints chief investment officer

ELIZA BAVIN  |  MONDAY, 23 FEB 2026
Mason Stevens has named Leanne Taylor as chief investment officer as it continues its push into the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments. Mason Stevens said the appointment reinforces its commitment to delivering institutional-grade ...