Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 841 - 850 of 16380 results for "Client"

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA  |  FRIDAY, 4 JUL 2025
... to technology, data sharing and privacy. We will also publish resources that will help licensees improve the security of client data when sending it offshore," ASIC said. The total levy estimates budgeted for advisers for 2025 is slightly lower than ...

Profile Financial Services names new chief, chair

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
... management, financial services, and fintech, with a track record of driving strategic growth, cultural transformation, and client focused innovation, Profile said. Most recently, Dooley served as chief executive of Much More Than Money. The financial ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
Drummond Capital Partners has promoted Adele O'Shannassy to the role, acknowledging her growing leadership within the firm's investment team. O'Shannassy will lead research across asset classes, supporting portfolio construction and strategy ...

Ninety One strengthens multi-asset bench with senior hire

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... macro research that underpins our strategies." Ninety One's head of institutional for its Asia Pacific and Middle East client group welcomed the appointment. Justin Cowper added: "Multi-asset is at the nexus of our many specialist capabilities, with ...

Activist investor hires distribution lead

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... Management's former head of investment solutions, Scarlett Dorney, has joined Sandon Capital in much the same role. As head of client solutions at the activist investor, Dorney's role will encompass distribution, strategy and marketing for Sandon's ...

LGT Crestone promotes investment duo

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
LGT Crestone has announced two senior promotions within its chief investment office, strengthening its asset allocation and capital markets leadership. Firstly, the private wealth firm has promoted Matthew Tan to head of asset allocation, acknowledging ...

Janus Henderson finalises strategic partnership with life insurer

MATTHEW WAI  |  THURSDAY, 3 JUL 2025
... our insurance presence and institutional reach." "The foundation of our partnership is built on our shared exceptional client focus, and we are pleased to bring to bear our strengths in fixed income, multi-asset solutions, and model portfolios to achieve ...

Fees for no service see former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 3 JUL 2025
A former financial adviser is now banned for 10 years after she was found to have knowingly charged fees for no service. Kiriley Roper was a director, shareholder and adviser at Lighthouse Partners in Redcliffe, Queensland. ASIC alleges that between ...

Global advisory firm acquires Boutique Capital

ELIZA BAVIN  |  THURSDAY, 3 JUL 2025
... for Australia and New Zealand Randolph van der Burgh said Boutique Capital brings specialist fund knowledge and a strong client-centric culture. "They are a great fit for Acclime, and we are delighted to welcome the team into our Asia Pacific fund services ...

Banned director sentenced for running financial services firm

JAMIE WILLIAMSON  |  THURSDAY, 3 JUL 2025
A former company director has received a prison sentence after he was found to have continued to run a financial services business despite having been banned from doing so. In 2018, Joshua Fuoco was found to have engaged in misleading and deceptive ...