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Showing 791 - 800 of 19964 results for "CLI"

Lombard Odier acquires Dutch sustainable asset manager

MATTHEW WAI  |  WEDNESDAY, 3 SEP 2025
Lombard Odier Investment Managers (LOIM) will integrate Ownership Capital into its broader sustainability business, expanding assets under management (AUM) to US$10 billion ($15.3bn). Ownership Capital's long-term investment approach is built on deep ...

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN  |  WEDNESDAY, 3 SEP 2025
In its submission to the Treasury consultation on the Compensation Scheme of Last Resort (CSLR) Special Levy for 2025/26, the Financial Advice Association Australia (FAAA) said financial advisers should not be expected to pay more than the $20 million ...

Platinum client yanks $580m

KARREN VERGARA  |  TUESDAY, 2 SEP 2025
An institutional client will pull about $580 million from Platinum Investment Management. The unnamed client will take the money out of the Platinum Trust Funds over the course of October and November following a manager review. "It is expected the ...

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 ...

Societe Generale fined $3.88m

ELIZA BAVIN  |  TUESDAY, 2 SEP 2025
Societe Generale (SocGen) has been fined $3.88 million by the Market Disciplinary Panel (MDP), following an ASIC investigation, for failing to prevent suspicious orders from being placed on the electricity and wheat futures market. ASIC said SocGen ...

Former United Global Capital adviser banned

JAMIE WILLIAMSON  |  MONDAY, 1 SEP 2025
Former United Global Capital (UGC) adviser Milutin Petrovic is banned for six years after ASIC found he failed key advice obligations when recommending clients invest their retirement savings into the Global Capital Property Fund Limited (GCPF). Petrovic ...

ASIC piles more charges on Merhi

KARREN VERGARA  |  MONDAY, 1 SEP 2025
ASIC has heaped more allegations against former financial adviser Ferras Merhi, claiming he engaged in "unconscionable conduct" related to the First Guardian Master Fund and Shield Master Fund that has put more than $520 million on the line. ASIC said ...

Clime investments chief resigns

KARREN VERGARA  |  MONDAY, 1 SEP 2025
Clime Investment Management's chief investment officer has resigned from the post three years after being appointed. Will Riggall tendered his resignation in June. He also exits as a director of the ASX-listed firm, a role he was appointed to last ...

AMP lifts advisers' efficiency game with Grow

MATTHEW WAI  |  MONDAY, 1 SEP 2025
AMP North has launched a new investment menu, offering a plethora of features designed to deliver efficiencies, including cutting account fees, and the ability to mix and match investments from other menus. The new North Grow allows advisers to simplify ...

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 ...