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| | | ... under advice. Meantime, the merged capital markets division will provide comprehensive corporate financing and advisory services across industrials, healthcare, technology, and natural resources, as well as research coverage of over 250 companies. "Our ... |
| | | | ... This included the separation of MLC from NAB - one of the largest wealth management separations in Australian financial services history, and the establishment of an industry-first partnership with SS&C, successfully transitioning our Master Trust Technology ... |
| | | | ... the UK/Ireland business exit." O'Brien pointed to the strong performance of the corporate and superannuation trustee services business, which saw 53 new responsible entity and 20 custody appointments over the period, bringing the portfolio to over 400. ... |
| | | | ... there were 7561 reports of misconduct from 1 January 2025 to 30 June 2025, raising 11,060 issues across the financial services and retail investor segment; corporations and corporate governance; market integrity; registry integrity; and some that are ... |
| | | | ... outcome for VG1 investors and offset some of the positive contributions from sectors such as financials and communication services," Jones said. In FY24, it made $135.3 million in revenues, which drastically slid 95% to $7 million at the end of the June ... |
| | | | ... and heads of department across the group. This year, Mutual Trust was recognised by Euromoney as Best for Family Office Services in Australia. |
| | | | ... in adviser headcount but also recruiting specialists in other areas such as accountants and lawyers to broaden their services to better address client needs. Satisfaction with licensees has also rebounded soundly, with Net Promoter Scores (NPS) rising ... |
| | | | ... discussions with the Bank of Montreal (BMO) for the latter to potentially make a strategic stake in the Perth-based financial services company. Addressing an AFR article published on August 19, which stated that the Canadian bank was shopping around ... |
| | | | ... spent nearly five years at MLC AM with his most recent role there being general manager of distribution and investment services. Komadina also worked in senior roles at Perpetual's private wealth business, including general manager of product and investments ... |
| | | | ... thanks to operational efficiencies gained after the transfer of Challenger's investment administration and custody services to State Street. During the period, TAL Dai-ichi Life Australia took a 15% stake in Challenger. On June 17, TAL Dai-ichi Life ... |
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