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Showing 711 - 720 of 3444 results for "Scale"

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... to their financial interests," and net returns "aren't consistent with market rates," indicative of poor performance. Scale was also pinpointed as an issue; with total member assets of $419 million and just under 12,000 members, the fund was operating ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... help, guidance, and advice. It's central to the retirement proposition of the fund. We've got the strategy, the scale, and a very unique commitment to advice, which puts us very well placed for our members to provide an exceptional service for ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... together with Lonsec's investment manager research and manager selection capabilities to deliver portfolio customisation at scale to advice practices. The solution is underpinned by BlackRock's global managed portfolio customisation technology, which ...

Antipodes acquires boutique manager

KARREN VERGARA  |  MONDAY, 29 APR 2024
... Funds Management) said it determined that its funds and investors will "be best served by partnering with a firm with larger scale and resources." Premium said it chose to partner with Antipodes "given its significant resources and expertise in managing ...

Plenary Group sells 49% stake to ADQ

KARREN VERGARA  |  MONDAY, 29 APR 2024
... welfare in the target geographies." O'Rourke said ADQ enjoys a leading position in the Middle East region and on a global scale with an impressive portfolio of infrastructure assets. "Critical to our partnership, ADQ has a clear mandate to support the ...

J.P. Morgan lists new global equity ETF

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... than 2500 companies. This investment in research and coverage can be achieved by a global asset manager with the size and scale of JPMAM," he said. "It's the global nature of our business and our sheer scale that enables us to offer a high conviction ...

Platinum announces strategic review

ELIZA BAVIN  |  FRIDAY, 26 APR 2024
... both PMC and PAI have noticed a trend away from close-ended investment vehicles, particularly those that "lack sufficient scale to generate the liquidity required to maintain share prices close to the underlying net tangible assets (NTA)". Platinum said ...

Link shareholders approve takeover

ELIZA BAVIN  |  FRIDAY, 26 APR 2024
... of MUFG solutions, and enabling us to strengthen the global reach, develop growth opportunities and expand the business scale together," Ihara said.

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... said. "The challenge is to deliver exceptional tailoring to high-net-worth clients while also stepping up personalisation at scale for affluent segments." Another challenge was to elevate client relationship management and front-office performance. This ...

Mega super fund opens first international office

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
ART chief investment officer Ian Patrick said the move demonstrates the scale of investments now being undertaken since the fund's merger more than two years ago. "ART partners with world-class external managers and this is the next logical step ...