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Showing 631 - 640 of 16380 results for "Client"

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... funds management to the product fee. He's looking to propose an alternative. "I've got a target cost I want the client to pay and deliver every service I can to them within that price target. Then what I do is layer and rebate and subsidise areas ...

Wealth and asset management to "significantly" consolidate by 2029: Oliver Wyman

RIDDHIMA TALWANI  |  FRIDAY, 3 OCT 2025
... picture is now changing. As profitability concerns rise for mid-sized firms, technology investment takes centerstage and client needs evolve, it is ushering in a new era of consolidation. The effects are already in play, with transactions more than doubling ...

ASIC sues Fiducian for ESG failures

ELIZA BAVIN  |  FRIDAY, 3 OCT 2025
... in the Product Disclosure Statement (PDS). The fund, which was available between 2015 and 2024, was established to meet client demand for a "socially responsible" and "ethical" investment option. ASIC said Fiducian selected investments by using underlying ...

Ironbark snaps up trio of hires to supercharge wholesale team

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
Ironbark Asset Management has snapped up a head of wholesale and two national account managers as it ramps up its push into the local market. The team is led by Paula Gigler, based in Sydney, who will report to Ironbark investment solutions chief executive ...

GROW recruits HESTA exec to lead product push

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
Superannuation administrator GROW Inc has secured two heavyweight hires to spearhead its people and product functions. Trevin Erichsen has been named chief product officer, with HR specialist Marcus Waterreus taking on the role of chief people officer. ...

Ex-Qantas Super private markets lead lands new gig

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
Allan Chen, the final member of his team to to secure a new position following the fund's merger with Australian Retirement Trust, has joined Westpac's private bank as an investment director for global investment services. In the role, Chen ...

QIC delivers $9.6bn for Queensland

ELIZA BAVIN  |  THURSDAY, 2 OCT 2025
... investment objectives on a funds-weighted basis, which it said reflected consistent outperformance across asset classes and client mandates. QIC manages around $18 billion in infrastructure assets including stakes in the Port of Brisbane and Brisbane ...

Hamilton Lane sets up global venture capital fund

RIDDHIMA TALWANI  |  THURSDAY, 2 OCT 2025
... globally, allows clients to participate in the most inaccessible part of the private markets," Hamilton Lane head of global client solutions James Martin said. With approximately $986 billion in assets under management, Hamilton Lane will invest in disruptive ...

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
... will dominate the advice landscape - but how quickly innovation will reshape their form and function, delivering better client outcomes and more efficient advice businesses." AMP credits the evolution of managed portfolios to three key factors, with ...

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
... Entireti Alliances. Salita functions to streamline solutions for the implementation of investment advice and deliver enhanced client outcomes. It features a range of actively managed, cost-effective SMAs, with options for accumulation, retirement and ...