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| | | ISS Market Intelligence (ISS MI) has acquired UK-based Autus Data Services, a provider of data, analytics and insights to the global financial services industry. Autus will become part of ISS MI's MarketPro, which provides comprehensive, accurate ... |
| | | | ... our growth capital, to be able to go from $2 billion to $6 billion over the next couple of years?" Another key factor is client concentration risk. "We would not look at an investment manager that had just one limited partner client. If it had one investor ... |
| | | | ... Kong. Now based in Sydney, Phillips will be embedding sustainability into product development, marketing initiatives, and client engagement strategies across Perpetual's wealth management business. The firm said her arrival marks an exciting step ... |
| | | | ... instrumental in driving revenue growth across both intermediary and retail channels. We welcome his expertise and passion for client outcomes and business growth." Georges, who earlier did a stint at AMP as head of acquisitions and client services, said ... |
| | | | Following the departure of VFMC's head of portfolio strategy and asset allocation Leanne Taylor, senior portfolio manager Kuek Chyuan Low has stepped into the role in an interim basis. Taylor resigned from the role she held since 2022. She told ... |
| | | | ... income, and SMA solutions. He has worked closely with independent advice firms to align investment solutions with both client goals and business strategy. With a background spanning managed account consulting, fund manager research, and financial planning ... |
| | | | Aware Super has named Anna Young-Ferris as head of stewardship and senior manager of responsible investment. Reporting to head of responsible investment Liza McDonald, she'll lead the stewardship team's advocacy and engagement efforts. Young-Ferris ... |
| | | | ... executive as its head of distribution. James Waterworth brings over 20 years of experience in investment management and client distribution strategy to the role. He joins La Trobe Financial from BlackRock Australia, where he spent eight years, most recently ... |
| | | | ... operates out of Greensborough, Victoria. According to ASIC, the unregistered adviser presented a Statement of Advice to a client in relation to life insurance products. "Failure to register a financial adviser creates a risk for consumers who may receive ... |
| | | | Australian Ethical has reported strong quarterly net flows and investment performance in Q4 of FY25, contributing to full-year FUM growth of 34%. Australian Ethical chief executive John McMurdo said the strong growth reflected Australian Ethical's disciplined ... |
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