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Showing 61 - 70 of 1611 results for "Excel"

Praemium partners to offer more global options

MATTHEW WAI  |  TUESDAY, 2 SEP 2025
Praemium has integrated Clearstream's Vestima into its Spectrum platform, offering global fund access and operational efficiency for financial advisers. Vestima supports over 245,000 funds across 55 markets with nearly €4 trillion ($7tn) in assets ...

TCorp chief executive retires, successor named

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
After 10 years of leadership, David Deverall will be retiring as TCorp's chief executive on 4 December 2025. Deverall will be succeeded by TCorp general manager, financial markets Rob Kenna, effective from 5 December 2025. Kenna is responsible for ...

ECP joins Future Generation Women lineup

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... to making a meaningful impact on the fund and its purpose and ensuring the investment objectives of the fund continue to excel." Meanwhile, Future Generation chief executive Caroline Gurney is pleased to welcome Miller and ECP to the fold. "Future Generation ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Perth-based financial advice group Integro Private Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices ...

Perpetual flags 'uncertainty' over wealth management sale

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
Perpetual took a slight hit in underlying profit after tax - down 1% to $204.1 million - flagging outflows in the asset management business and a softer performance in wealth management due to "uncertainty" surrounding its ownership. Despite the uncertainty ...

Regal sees inflows rise 120% to $1.9bn

ELIZA BAVIN  |  MONDAY, 25 AUG 2025
Regal Partners has reported funds under management to June 30 of $17.7 billion with new FUM inflows of $700 million in 1H25. Regal said this brings its 12-month net inflows to a record of $1.9 billion, up 120% on the prior corresponding period. Statutory ...

MLC Expand adds general manager

JAMIE WILLIAMSON  |  WEDNESDAY, 20 AUG 2025
MLC Expand appointed a general manager, platform development and digital experience. Joining from HUB24, Heidi Press will be responsible for the design and delivery of the next iteration of the MLC Expand wrap platform. She brings more than 20 years' ...

Evidentia names chief risk, operating officer

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
Evidentia Group has appointed a new chief risk and operating officer who previously worked at MLC Asset Management and Perpetual. Jason Komadina will officially take on the role on August 22. He joined Evidentia in March as an integration lead. Prior ...

AMP recruits former SSGA sales manager

MICHELLE BALTAZAR  |  THURSDAY, 14 AUG 2025
AMP continues to expand its North platform business with the appointment of a top sales manager. Amanda Trenfield joins North as senior manager, asset consultant partnerships. Trenfield boasts over 20 years of experience in launching and supporting ...

ETF Shares awards fund administration mandate

MATTHEW WAI  |  TUESDAY, 12 AUG 2025
Following its launch earlier this year, ETF Shares has selected Apex Group to provide end-to-end fund administration and custodian services. ETF Shares was launched only a few months ago, co-founded by chief executive Cliff Man, chief investment officer ...