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Showing 761 - 770 of 16382 results for "Client"

Super funds risk 'falling behind': MUFG Retirement Solutions

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
MUFG Pension & Market Services has called for an industry-wide uplift in digital identity and fraud protection capabilities as it works with the Australian government and super funds to pilot a new digital ID tool. Speaking exclusively with Financial ...

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
The joint venture between WT Financial (WTL) and Merchant Wealth - Investco - has announced a fresh acquisition and the establishment of its second "Hubco". Titan Advice Group (TAG) - which was formed as the first Hubco in April - has announced the ...

Warakirri brings US manager to Australia

JAMIE WILLIAMSON  |  WEDNESDAY, 6 AUG 2025
... sector, and has consistently delivered excess returns across market cycles, making this strategy a compelling addition to client portfolios." ClariVest founder and chief investment officer David Vaughn said he is looking forward to working with Warakirri. ...

SQM sheds light on Shield Master Fund, First Guardian ratings

MATTHEW WAI  |  WEDNESDAY, 6 AUG 2025
SQM Research is facing scrutiny over its questionable ratings of the defunct Shield Master Fund and First Guardian schemes. SQM Research managing director Louis Christopher has released a statement overnight explaining the assigned ratings. Christopher ...

Former Qantas Super investment chief lands new gig

MATTHEW WAI  |  WEDNESDAY, 6 AUG 2025
... "terrific addition" to the firm. "As the capital under Omnia Capital Partners' care has grown, so too has the complexity of client objectives, driven by evolving markets, long horizons, and the need to manage multiple asset classes," Lazberger said. ...

Pinnacle FUM soars, highlights 'tumultuous' year

ELIZA BAVIN  |  WEDNESDAY, 6 AUG 2025
Pinnacle Investment Management has delivered a positive full-year result, reporting a net profit after tax of $134.4 million, up from $90.4 million in FY24. Pinnacle also saw funds under management lifting from $110 billion in FY24 to $179.4 billion ...

CFS taps JPMAM for private equity push

KARREN VERGARA  |  WEDNESDAY, 6 AUG 2025
... allocation reflects its proven expertise and performance in the asset class, as well as its strong alignment with CFS's client-centric investment philosophy. "We were particularly impressed by the depth of their private equity team, their commitment ...

Commonwealth Private, JPMAM launch Private Wealth Advantage

KARREN VERGARA  |  TUESDAY, 5 AUG 2025
Commonwealth Private has partnered with J.P. Morgan Asset Management (JPMAM) to launch Private Wealth Advantage, a self-directed investment option for wholesale investors. Private Wealth Advantage is a multi-asset class wealth offering that includes ...

Guilty plea entered in Ponzi scheme case

JAMIE WILLIAMSON  |  TUESDAY, 5 AUG 2025
A man who carried on a financial services business without and AFSL and duped investors out of nearly $2 million has pleaded guilty to dishonest conduct and dealing with proceeds of crime. Ashley Arandez pleaded guilty to dishonest conduct, unlicensed ...

Perpetual Corporate Trust acquires IAM's term deposit broking business

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
... (PCT) has acquired Income Asset Management's (IAM) term deposit broking business, which has nearly $1.6 billion in client funds. Given that Perpetual's subsidiary has more than $8 billion in deposit and fixed income funds under administration ...