Search Results | Showing 61 - 70 of 6464 results for "Wrap" |
| | | Apex Group has won a mandate to administer Diversa Trustees' $7 billion master trust business. Diversa will use Apex Superannuation going forward, part of which means utilising Iress' Acurity platform. Iress offloaded its superannuation business to ... |
| | | | ... United Corporate Health to nib, and, most recently, the handover of Australian Unity Bank to Bank Australia, expected to wrap by year's end. As of June 2024, its bank had $1.4 billion in loans and $1.6 billion in deposits. Australian Unity's acquisitions ... |
| | | | After years of decline, the number of superannuation fund members with insurance is on the rise. Legislative changes in 2019 made insurance opt-in for those with low balances, inactive accounts, or those aged under 25 - taking a sledgehammer to the ... |
| | | | Clime Investment Management has struck two strategic partnerships it expects to add approximately $130 million in funds under management (FUM) and $750,000 in revenue over the next year. Clime attributed the new partnerships to its improving distribution ... |
| | | | ... growth and higher asset-based fee income. In the period, it lost 11 advisers, which it described as natural attrition. The Wrap business recorded a 23.7% increase in UNPAT, coming in at $39.7 million. Net revenues were also up 2.7% at $142.5 million. ... |
| | | | ... transformation, adding that there were no surprises. Meanwhile, addressing speculation about a potential bid for the CFS wrap platform, George said AMP is "certainly not looking for anything at the moment," but noted that if assets came to market, "we'd ... |
| | | | ... SuitabilityHub managing director Recep Peker says. This is one of the main findings in SuitabilityHub's 2025 Platform Market Wrap report, which analysed 18 platforms and portfolio solutions. "One of the areas that a lot of advice practices struggle with ... |
| | | | Victorian Funds Management Corporation (VFMC) has fine-tuned its absolute returns team following an overhaul of the investment function late last year. The absolute returns team manages private credit and hedge fund exposures within client portfolios. ... |
| | | | Magellan Financial Group has made a raft of changes to both its C-suite and investments team, resulting in several key departures. The changes come as Magellan looks to execute on its strategic growth ambitions, including capitalising on its strategic ... |
| | | | ... high-net-worth individuals increasingly embracing evergreen structures. "These innovative funds, accessible via PDS and on wrap platforms, offer a perpetual investment horizon that aligns with long-term goals and provides efficient access to this traditionally ... |
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