Search Results | Showing 781 - 790 of 16719 results for "Client" |
| | | ... Beesley to ensure a smooth transition. The firm also confirmed there will be no changes to the portfolio management of client accounts. Executive director of investment management, Troy Swann, will continue to lead the group's forward strategy and ... |
| | | | ... capability, combining index-based, actively managed, and bespoke portfolio solutions with practice support, technology, and client engagement tools. Spittle brings more than 25 years of experience in wealth management, including senior leadership roles ... |
| | | | AMP has settled a class action brought by Shine Lawyers in 2020, which claimed the firm's financial advisers breached their fiduciary and statutory duties to an estimated 100,000 clients. The AMP commissions and insurance class action was commenced ... |
| | | | IFM Investors has opened an office in Toronto, as the firm expands its global footprint. Across Canada, IFM serves more than 200 institutional clients, representing approximately $15.65 billion (C$14.4bn) in funds under management (FUM). IFM said the ... |
| | | | ... properties in which the custodian or the person holding the custodial property has an interest, or any person(s) other than the client unless an exemption applies. Commenting, Clearway Capital Solutions principal and managing director Dennis Mothoneos ... |
| | | | Russell Investments has won two mandates from councils in New Zealand, collectively amounting to about $100 million. Napier City Council appointed Russell Investments as its investment manager to work closely with its funds management arm Ahuriri Investment ... |
| | | | Assistant Treasurer and Minister for Financial Services Daniel Mulino has suggested including APRA-regulated superannuation funds in the Compensation Scheme of Last Resort (CSLR) as the 2026 special levy has blown out to $47.3 million. Mulino added ... |
| | | | Prime Super has appointed MFS Investment Management to manage an active global fixed income mandate. The $9 billion super fund will invest in the MFS Global Aggregate Core Plus Fixed Income strategy, which seeks to outperform the Bloomberg Global Aggregate ... |
| | | | ... the breadth and sophistication of our private wealth offering. The appointment reinforces our commitment to outstanding client outcomes through a unique integrated private wealth and banking platform," he said. Campbell commented that JBWere has a long ... |
| | | | ASIC is suing Diversa Trustees for its role in the collapse of the First Guardian Master Fund, in which $300 million of member money was invested. In the Federal Court, ASIC put forth several allegations, starting with Diversa failing to conduct adequate ... |
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