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Showing 71 - 80 of 565 results for "Outsource"

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... investment advisers. About 40% of small and midsize family offices with AUS between US$50 million and US$999 million outsource investment management to some extent. Nearly 50% of portfolios invest in alternatives that target an 11% return with the majority ...

IFM Investors adds to global client solutions team

JAMIE WILLIAMSON  |  WEDNESDAY, 27 MAR 2024
IFM Investors is welcoming a head of global consultant relations, leading its investment consultant and outsourced CIO strategy. Claudia Marciano joined the institution in London last week, coming across from Ashmore Group where she held a similar role. ...

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
Insight Investment Consultants will now be known as Genium Investment Partners, as it expands its offering to include research ratings. The firm, which was founded in 2013, is rolling out the rebrand as it works to become a full-service research house ...

Future Group commences organisational restructure

ANDREW MCKEAN  |  TUESDAY, 20 FEB 2024
Future Group is undertaking an organisational restructure to consolidate the operations of its subsidiaries, smartMonday, GuildSuper, and Verve Super, leading to job cuts. Future Group chief executive Simon Sheikh said in a letter to investors that ...

Count drops $4.1m on SMSF services company

CHLOE WALKER  |  MONDAY, 12 FEB 2024
Count Limited (Count) has acquired Solutions Centric, a company that provides offshore SMSF services out of India, with an aim to expand its services segment to support financial planning and accounting businesses. Count will acquire 51% of the business ...

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
Euroz Hartleys will use Mason Stevens' outsourced chief investment office (CIO) service to ensure the unique investment needs of its clients are met via an enhanced capability. Euroz Hartleys said the partnership is testament to its dedication to ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
... team of the quality of its advice documentation," Sequoia managing director Garry Crole said. "We encourage advisers to outsource these services if they are high quality such as the Clique service. "This also frees our advisers to do more advising." ...

Family offices embrace outsourcing: Study

CHLOE WALKER  |  THURSDAY, 18 JAN 2024
Family offices across the globe are increasingly outsourcing more functions, new research from Ocorian suggests. The global study, which surveyed 301 senior executives including 50 family office investment managers in November 2023, found a staggering ...

NGS Super finds new administrator

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
NGS Super has selected a new administrator to replace Mercer, which has been providing its services for 14 years. Following a review of the $14 billion super fund's administration operating model in February 2023, NGS Super chose G​ROW Inc ​(GROW)​​ ...

Vanguard sells outsourced CIO arm to Mercer

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2023
Mercer has acquired Vanguard's outsourced chief investment officer (OCIO) function, taking on board its 120-strong team. The business, which provides investment management services to not-for-profits and other institutional investors in the US, grows ...