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| | ... an investment portfolio valued over US$1 billion and has 230 portfolio companies across a range of sectors including business services, healthcare and pharmaceuticals, high tech and construction and building. "Australian wholesale investors looking to ... |
| | | MSC Group, the trustee services provider, has added a custody business lead and a relationship manager to its team. The firm - which specialises in responsible entity and fund trusteeship services - has appointed Chris Morpeth as the general manager ... |
| | | ... committee, maintained research processes and analysed investment industry trends for clients and Morningstar's global business. Interestingly, the research house recently appointed Eva Cook as director for manager research, recruiting from TCorp. ... |
| | | As the number of AFSL cancellations pile up due to the non-payment of Australian Financial Complaints Authority (AFCA) determinations, far too many financial services firms are taking advantage of the Compensation Scheme of Last Resort (CSLR), treating ... |
| | | AMP has finalised its divestment of three licensees and support service business to Entireti and AZ NGA as the new owners unveil a revamped leadership team. Some 950 advisers across AMP Financial Planning, Hillross, and Charter Financial Planning now ... |
| | | One of Australia's first firms to specialise in managed accounts celebrated its 10th anniversary this month. InvestSense was established in 2014 and has grown significantly over the past decade. In the past three months, InvestSense has grown its ... |
| | | ... right cultural fit across the organisation." The chief executive said a background in highly regulated industries and business-to-customer experience was critical for executive team members. Seales, formerly Zurich's chief of business transformation ... |
| | | ... Prior to this role, he served as managing director for Australia, New Zealand, and Japan, where he was responsible for business development and client service across these key markets. In his new position, FSI said Moore will play a vital role in collaborating ... |
| | | ... clients' wealth with their personal values and life goals, and its comprehensive and sustained commitment to both business and succession planning. Meantime, Mazi Wealth director Deline Jacovides from Brisbane received the FAAA Inspire Women - Excellence ... |
| | | ... your processes, but don't go chasing rainbows. Focus on the areas that are actually going to deliver value for your business," he said. AI can be used for the initial engagement process, marketing materials, and setting pre-meeting emails and so ... |
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