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Showing 51 - 60 of 1873 results for "broker"

Findex partners with brokerage firm to deliver 'best-in-class' service

MATTHEW WAI  |  MONDAY, 7 JUL 2025
Findex is entering a joint venture with Ortus Financial to bolster its expertise and breadth of its service. The joint venture will see Findex's lending business progressively evolve into a dedicated, lending-first entity, with a 12-month handover period ...

Janus Henderson finalises strategic partnership with life insurer

MATTHEW WAI  |  THURSDAY, 3 JUL 2025
... creation. Both will also co-develop proprietary, multi-asset solution model portfolios for Guardian's dually registered broker-dealer and registered investment advisor Park Avenue Securities. Commenting, Janus Henderson chief executive Ali Dibadj ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
Desktop Broker, part of Bell Financial Group, has partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing ...

Msquared Capital secures $150m warehouse facility with Australian bank

ANDREW MCKEAN  |  FRIDAY, 13 JUN 2025
Private credit manager Msquared Capital has established its inaugural $150 million warehouse facility in partnership with "a leading Australian bank." Msquared said that the partnership marked a significant step in the firm's evolution, positioning ...

Australia's largest buyout firm hires from State Street GA

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... background includes senior roles at Allianz Retire+ and BT Financial Group, as well as experience as an interest rate swaps broker at BGC Partners. Brown expressed his enthusiasm for the culture at Australasia's oldest and largest private equity ...

Canadian Securities Exchange to acquire National Stock Exchange of Australia

ANDREW MCKEAN  |  MONDAY, 19 MAY 2025
NSX Limited (NSX), the operator of the National Stock Exchange of Australia, has entered into a Scheme Implementation Deed with CNSX Markets, the market operator of the Canadian Securities Exchange (CSE). Under the agreement, CNSX will acquire all remaining ...

Jarden Strengthens advisory team with Rothschild exec

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... almost two decades. Before joining the firm he worked in investment banking at ABN AMRO and Macquarie. According to the broker, Prentice is one of the country's leading dealmakers, having advised on many landmark transactions over the past decade. These ...

Super moves: Aware Super, Future Fund, Cbus

ELIZABETH FRY  |  THURSDAY, 24 APR 2025
... Sydney Airport, Newbold spent eight years analysing the company for several stockbrokers. He worked at CBG Capital, the broker launched by CBG Asset Management in late 2014, and CIMB Asset Management as a research analyst covering the utility and infrastructure ...

Longreach poaches CFS wealth director

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Longreach Alternatives has hired Katerina Skulskaya, a former director at Colonial First State Investments, to strengthen its fundraising efforts. Based in Brisbane, Skulskaya will cover private wealth and family office clients for Longreach Capital ...

WTW promotes local staffers

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
WTW, the pension consultant, has hired a new head of portfolio design lead and made a series of local promotions following annual performance reviews. Sasha Loutcheva joins from Russell Investments, where she spent three years as a senior asset allocation ...