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Showing 661 - 670 of 5726 results for "Solutions"

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... their investment portfolio. The study gathered data from 421,000 SMSFs - 69% of all SMSFs - provided by BGL Corporate Solutions, Class, and SuperMate. The research also comes as SMSFs surpassed the $1 trillion milestone in November last year, where Burgess ...

Local family office backs new venture to invest in climate tech

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
... in the coming weeks. The fund plans to invest in about 15 early-stage companies in Australia and overseas developing solutions in energy, power, transport, logistics, and industrials. Climate Tech Partners focuses on identifying the transition technology ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... appointee will strengthen the firm's investment management capabilities and its commitment to better deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing over ...

LGT Capital Partners named lead investor for $143m fund

ELIZA BAVIN  |  TUESDAY, 11 FEB 2025
... Capital was pleased to partner with Armitage. "The transaction is a prime example of how innovative secondary market solutions can generate flexibility and liquidity for the parties involved and represents one of the few GP-led CVs that have been successfully ...

Link Wealth expands into Tasmanian market

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... phase, typically aged between 30 and 55. Further, Link Wealth will integrate its proprietary back-office solution, Levera Solutions, with the Tasmanian adviser to streamline operations, drive efficiencies, and accelerate business growth. The financial ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... Investments. Persky founded Briefcase in 2022 after working more than seven years at BlackRock where he led model portfolio solutions for Australasia. At Briefcase, he is joined by chief investment officer Martyn Wild, chief technology officer Sean Doherty ...

Generation Development Group buys Evidentia

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... annum until 2030, GDG said. Evidentia was founded in 2018, providing tailored managed account and investment management solutions, and now has near $13 billion in funds under management (FUM), presenting an "exceptional growth opportunity" for GDG. Evidentia ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently at Mutual Trust, which was established ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... that while most trustees indicated measuring retirement outcomes was a priority, progress had been incremental. Bravura solutions chief executive for APAC Paul Dunn said AMP's Retirement Health Check reflects how "leading super funds" are stepping ...

Insignia exec appointed local chief of MUFG Retirement Solutions

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
A former Insignia Financial exec has taken up a leadership role at MUFG Retirement Solutions following the retirement of chief executive Dee McGrath. The firm appointed Frank Lombardo to a newly created role of chief executive for its Australia and ...