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Showing 901 - 910 of 16387 results for "Client"

BlackRock names new insto lead

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
After nearly 20 years, Tim O'Sullivan, BlackRock's head of institutional client business, has decided to retire to pursue a family-founded startup venture. As of September, O'Sullivan will leave the financial services industry entirely ...

Bentham adds to distribution team

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
... "With 2025 poised to be a pivotal year for active management, their expertise will support deeper engagement across our client base," he said. "Despite ongoing market volatility, Bentham's multi-sector credit strategies have delivered strong results ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
A former financial adviser that redirected $14.8 million in client and family funds into a crypto scam has been banned for 10 years. Glenda Rogan of Wollongong and Sutherland Shire allegedly transferred at least $14.8 million of funds invested by clients ...

Nuveen reaches $650m in commitments for local RE debt strategy

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... aspects to structure green loans or sustainable linked loans where applicable. Nuveen head of Australia and the global client group for Southeast Asia Andrew Kleinig said with the new capital, the firm can focus on working with the "highest calibre" ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... wealth holders wish they had used their inheritance differently and invested more," Capital Group president Europe and Asia client Guy Henriques said. "We believe that by considering investing some of their newly acquired capital, HNW individuals could ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr. The Fidelity Global Top 50 ex Australia Portfolio draws on the firm's global ...

ASIC sues Australian Unity for TMD failure

KARREN VERGARA  |  WEDNESDAY, 11 JUN 2025
ASIC is suing Australian Unity Funds Management for allegedly failing to ensure retail investors fit the suitable target market for its investment product, the Select Income Fund. ASIC is looking at the period between 5 October 2021 and 5 October 2023 ...

State Street's plan for power, product, partnerships

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... its crown as Australia's top asset manager. He said that position has come by doing one thing above all: putting the client at the centre of everything SSGA does. That doesn't mean fulfilling every client demand, but "understanding what they're ...

Iress' superannuation consulting business changes hands

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
Iress' superannuation consulting and managed service business - part of the broader superannuation division - was acquired by Apex Group last week and has now been sold to data and technology firm Novigi. As part of the transaction, Novigi scooped ...

Perpetual mulls tie up with Partners Group

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... re-allocation between the investment sleeves over time and make use of liquidity and market events to add additional value to client portfolios," he said. Partners Group has US$152 billion in global assets under management. Partners Group head of Australia ...