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| | | Insignia Financial has opened its books to Bain Capital after it matched CC Capital Partners' revised takeover offer. It comes as the wealth giant reports several achievements, including growth in its alternatives business. After CC Capital lobbed a ... |
| | | | Regal Partners' funds under management (FUM) increased 4.6% in the December quarter, bringing the company's total FUM to $18 billion in 2024. Net inflows in Q4 24 were $720 million, a record quarter for the group, Regal said. Despite the investment ... |
| | | | Iress has expanded its APAC wealth propositions team with several newly created roles, including a general manager of wealth propositions, head of partnerships, and head of digital advice. The financial services software business announced the appointment ... |
| | | | GP staking specialist Scarcity Partners has appointed former Ophir Asset Management chief executive George Chirakis as a partner. Chirakis, who has over 20 years of experience in investment management, sales, and distribution, including leadership roles ... |
| | | | Bell Financial Group and Macquarie Bank have reached an agreement which will see approximately 75,000 accounts transfer from Macquarie Online Trading to the Bell Direct and Desktop Broker brands. The transition of accounts from Macquarie is expected ... |
| | | | Former Pendal head of multi-asset Michael Blayney has joined the Evidentia Group as a member of its investment committee. "With over 28 years of experience in investment management, consulting and superannuation with some of the world's leading ... |
| | | | ... potential inflation under a Trump government, which could continue to weigh on stock markets, according to Zenith Investment Partners head of asset allocation Damien Hennessy. "Bond yields are rising because the US economy has been much stronger than ... |
| | | | ... lead managers. Other joint lead managers include, MST Financial Services, Canaccord Genuity (Australia) and Shaw and Partners. Joint chief executive Chris Wyke said the launch marks an important step for MA Financial in expandong its offerings to investors ... |
| | | | Insignia Financial has granted CC Capital Partners a limited period of access for the provision of due diligence after it received a revised takeover offer last week. On January 17, Insignia received a revised non-binding and indicative proposal from ... |
| | | | CC Capital Partners has topped the most recent bid by Bain Capital to acquire Insignia Financial, lobbing a fresh offer of $4.60 per share. Bain Capital first made a move for Insignia Financial in early December, making an offer of $4 per share that ... |
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