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Showing 51 - 60 of 2349 results for "Relationships"

Ten Cap appoints inaugural distribution lead

MATTHEW WAI  |  THURSDAY, 7 MAY 2026
... industry. Most recently, he was business development manager at CFS, driving new business opportunities and managing relationships with various clients. He also held roles in investment sales, research relationship management and product governance ...

JANA hires general manager, wealth

JAMIE WILLIAMSON  |  THURSDAY, 7 MAY 2026
... growth in the segment. Meantime, head of wealth Michael Karagianis will continue to lead JANA's Wealth consulting relationships. The group said Leman's appointment reflects the strong growth and momentum in its wealth business, which has now grown to ...

Perpetual to overhaul J O Hambro

KARREN VERGARA  |  WEDNESDAY, 6 MAY 2026
... become a "true multi-boutique model with small, nimble boutiques that have established brands, long-term client relationships and market penetration in their core markets." In addition to implementing a change program for JOHCM, Perpetual said it wants ...

Northern Trust appoints APAC head of industry development

VINNY VUCAGO  |  WEDNESDAY, 6 MAY 2026
... third-highest assets under administration. Sara's appointment signals a continued focus on building strategic relationships and positioning Northern Trust to capture further growth opportunities in the region's evolving investment landscape ...

Adviser-client relationships eroded by AI: Research

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
... disclose to their advisers that they've consulted AI. "And this may be particularly true for new client-adviser relationships, where the client has no track record of doing business with the adviser and where trust may not have been established yet," ...

Openmarkets makes private wealth play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAY 2026
... their own practices, while leveraging Openmarkets' depth of infrastructure and expertise. Advisers own their client relationships and have the flexibility to run their business in a way that best serves their clients," chief executive Dan Jowett said. ...

Generation Life, PPS Mutual make senior distribution hires

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
... general manager of distribution Brendon Rodda said Coulter spent more than 20 years building the kind of lasting relationships that advisers and licensees value most, and he understands what it takes to translate those relationships into meaningful outcomes ...

Pengana plots AI-focused LIT launch

KARREN VERGARA  |  MONDAY, 4 MAY 2026
... companies for PE1 investors. These investments leverage GCM Grosvenor's extensive origination networks, manager relationships and private markets due diligence framework," Pengana said. The new product will build on this collaboration by using GCM Grosvenor's ...

Rest names head of private markets

JAMIE WILLIAMSON  |  FRIDAY, 1 MAY 2026
... investment officer. Since, she's continued to progress the fund's private markets agenda and strengthen external relationships in that time, Rest said. Pasika has been with the fund since 2020 working across private equity and the broader alternatives ...

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
... interest in the newly combined business. The deal involved Clime retaining selected high-net-worth family office relationships operating under portfolio management arrangements rather than traditional retail advice structures. "The business will continue ...