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Showing 821 - 830 of 16380 results for "Client"

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... addition to providing practice management services to advice firms, consulting on matters such as succession planning, client engagement and intergenerational wealth strategies. The parties did not disclose the agreed sum for the deal. InvestSense directors ...

Rainmaker names new executive director of research

ELIZA BAVIN  |  MONDAY, 14 JUL 2025
Rainmaker Information has welcomed David Gallagher as executive director, research, effective July 14. After an extensive search, Gallagher has taken over the role after former research head Aman Ramrakha joined Entireti as its first chief investment ...

BNP Paribas names two new global heads

ELIZA BAVIN  |  FRIDAY, 11 JUL 2025
Following the completion of BNP Paribas' acquisition of AXA Investment Managers' (AXA IM) on July 1, BNP Paribas Asset Management (BNPP AM) has named two new global heads for the combined alternatives business. Isabelle Scemama will lead the combined ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... actionable outcomes. "Berit is solutions-driven, thoughtful, and has a rare ability to connect investment thinking with client delivery. She brings energy and clarity to everything she does," Roga added. For his part, Burton arrives with over 25 years ...

Blue Owl adds to local team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... has hired Jones from Pacific Equity Partners, where she was a director within the private equity giant's partner and client group. The appointment comes as the $250 billion alternative asset manager announced a partnership with Koda Capital to launch ...

QIC names four new principals

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Queensland Investment Corporation has promoted three senior managers in its global infrastructure team. Grace Harnwell, Jason Rapley, and Mark Blencoe have been promoted to the role of principal, while Thierry Cojan has been appointed as senior principal. ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... Financial Group. Reporting to Atrium investment chief Tony Edwards, Charlie Brooks will take on the newly created position of client portfolio manager. In his role, Brooks will work closely with financial advisers and manage relationships with key research ...

Praemium scores mandate, sees FUA rise $6bn

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
Praemium's administration solution Scope+ has been selected by Bell Financial Group to administer more than 2200 client portfolios. The partnership will see Praemium's funds under administration (FUA) grow by $6 billion to around $68 billion ...

Platinum, L1 merger to help fight 'organic business decline'

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... potentially unlocks value by eliminating duplicate costs," Ler said. "The combined entity will have greater asset class and client diversity, facilitating cross-selling and customer retention. This should help stabilise funds under management and improve ...

Netwealth sees $15.8bn in net flows

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... transition rates from existing financial intermediaries, and strong conversion rates of new business from a broad range of client groups and segments. However, FUA outflows were also at elevated levels, which Netwealth said was a result of partial withdrawals ...