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| | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
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