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Showing 641 - 650 of 9266 results for "wealth"

Insignia Financial trims $5bn off FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
... allocation requirements of the institution. This, combined with market volatility, saw a total decrease of $5 billion in the wealth manager's FUM, now coming in at $321.8 billion. This is spread across Wrap ($97.7bn), superannuation ($129.8bn), and asset ...

Iress offloads QuantHouse

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... our transformation program now complete, Iress is focused on strengthening and growing our core business operations in wealth and trading and market data. While QuantHouse has been a valuable part of our business, we recognise its future potential will ...

Corporate fund selects Mercer Super for SFT

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... Trust. This plan has some $1.6 billion in assets and about 4460 members. "In recent years there have been a number of new wealth platforms established as well as significant enhancements to platform features and flexibility. After a thorough review ...

Prime Financial Group buys Lincoln Indicators

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
The ASX-listed wealth manager is acquiring Lincoln Indicators, expanding its presence in the high-net-worth and self-managed super spaces. Based in Melbourne, Lincoln Indicators is a provider of investment research and portfolio, platform and funds ...

Coller Capital hires from L1 Capital

KARREN VERGARA  |  TUESDAY, 22 APR 2025
Coller Capital appointed a new director for its private wealth team who recently finished up at L1 Capital. Alexander Ordon joined Coller Capital in March as a director for Australia and New Zealand to support the private wealth secondaries solutions ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
... Equity Story will acquire Adelaide-based advisory firm Baker Young for $4.2 million in cash, as it looks to expand its wealth management footprint. The transaction is expected to be earnings-accretive and "meaningfully contribute" to Equity Story's revenue ...

Macquarie divests North America, Europe asset management units to Nomura

KARREN VERGARA  |  TUESDAY, 22 APR 2025
... serve their respective clients more effectively. The product and distribution opportunities will include Nomura being a US wealth distribution partner for MAM, providing continued access for US wealth clients to MAM's alternative investment capabilities. ...

Analyst promotions: TCorp, Future Fund, CareSuper, Fidante, First Sentier

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... around two years as a senior associate at NSW Treasury, as well as roles at CLSA and HSBC. Meanwhile, another sovereign wealth fund has elevated Sahil Arora to senior investment associate within the credit team. Arora has been with the $300 billion Future ...

Ex-MLC private equity exec joins Melbourne boutique

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... running a multi-billion private equity and venture capital book at MLC, Zimmermann worked at Singapore's sovereign wealth fund for nine years.. At Tamesk, he led teams in the city-state and London, assessing investment deals and advising investment ...

Longreach poaches CFS wealth director

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... Colonial First State Investments, to strengthen its fundraising efforts. Based in Brisbane, Skulskaya will cover private wealth and family office clients for Longreach Capital Advisors, which is led by Andrew King. "Our product and manager lineup is ...