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Showing 831 - 840 of 9268 results for "wealth"

Monetary policy to underscore 2025 allocations

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... positive market sentiment. "... the notion that continued exposure to well-managed innovative companies is the best path to wealth creation," he concluded.

MetLife snaps up three investment teams from Mesirow

ANDREW MCKEAN  |  THURSDAY, 9 JAN 2025
... strategies." Brown added that going forward, Mesirow will continue to focus on growing its alternatives capabilities and core wealth management, fiduciary solutions, and capital markets/investment banking offerings - which have over $300 billion in total ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
Morgans Financial has toppled AMP Financial Planning (AMP FP) to become the licensee with the largest number of financial advisers. Morgans recorded 431 active advisers at the end of 2024, while AMP FP had 426. On December 20, both AFSLs had 430 registered ...

Perpetual awards mandate to Equity Trustees

KARREN VERGARA  |  TUESDAY, 7 JAN 2025
Perpetual has appointed Equity Trustees (EQT) to oversee two of its superannuation products as the new trustee. Equity Trustees Superannuation will takeover trustee duties on 1 March 2025 from Perpetual for the Select Super Plan and Select Pension Plan. ...

Sanlam Private Wealth breaches licensee obligations, hit with enforceable undertaking

MATTHEW WAI  |  MONDAY, 6 JAN 2025
Sanlam Private Wealth, the Australian arm of the South African Sanlam Group, has admitted to breaching licensee obligations by "failing to adequately supervise" its authorised representatives and corporate authorised representatives (CARs), following ...

Goodman Group welcomes Norwegian investment

ELIZA BAVIN  |  MONDAY, 6 JAN 2025
Goodman Group has welcomed Norges Bank Investment Management (NBIM) - the Norwegian sovereign wealth fund - as an investment partner in the Goodman North American Partnership (GNAP). NBIM has acquired Canada Pension Plan Investment Board's (CPP Investments) ...

Grant Hackett named chief executive of Generation Development Group

ANDREW MCKEAN  |  FRIDAY, 20 DEC 2024
... million in investment bond sales in FY24 and elevate its brand as the market leader in tax aware investing, intergenerational wealth, and retirement income solutions. He's also working towards executing the business's strategic initiatives, which ...

Ares appoints EQT as RE for private market fund

MATTHEW WAI  |  FRIDAY, 20 DEC 2024
... to Ares Private Markets Fund (APMF). APMF is a US registered management investment vehicle distributed through Ares' Wealth Management Solutions (AWMS) platform. EQT executive general manager of corporate and superannuation trustee services Andrew ...

January Capital raises $136m for APAC growth credit fund

MATTHEW WAI  |  FRIDAY, 20 DEC 2024
... growth-stage technology companies. January Capital secured commitments from financial institutions, family offices, and private wealth firms, including the US International Development Finance Corporation, and has advised the fund's final close is scheduled ...

Vantage Point AM hires from Merricks

ELIZABETH FRY  |  FRIDAY, 20 DEC 2024
Paul Thomas, co-founder of Vantage Point Asset Management, has returned to the Singapore-based hedge fund after a four-year stint at Merricks Capital, the agricultural credit fund. Thomas has departed the firm backed by Melbourne's wealthy Liberman ...