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Showing 921 - 930 of 16383 results for "Client"

Perpetual promotes two to strengthen fixed income team

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
Perpetual has named a new head of credit and fixed income, and a deputy portfolio manager of its flagship trust. Vivek Prabhu has taken over the reins as head of credit and fixed income, extending his 20-year tenure at the organisation. The announcement ...

Retirement confidence highest since 2020: SSGA

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
Despite persisting cost-of-living pressures, economic uncertainty, and heightened retirement costs, retirement confidence has increased from 24% in 2023 to 33% in 2025. Australia now sits just behind the US (34%) as one of the most optimistic countries ...

Dai-ichi Life acquires 15% of M&G

JAMIE WILLIAMSON  |  MONDAY, 2 JUN 2025
... brings together two highly complementary international businesses with shared growth ambitions who aim to deliver excellent client service and sustainable shareholder returns. "It will enable us to further capitalise on the significant private market ...

Iress completes sale of super business

MATTHEW WAI  |  MONDAY, 2 JUN 2025
Iress has today completed the sale of its superannuation business to Apex Group. Apex Group purchased the super business for $40 million cash and additional payments of up to $20 million over 12 months subject to agreed revenue milestones. The terms ...

Apostle launches CastleKnight Management in Australia

KARREN VERGARA  |  MONDAY, 2 JUN 2025
... CastleKnight's "dynamic, agile approach positions them to pursue outsized returns, making this strategy a compelling addition to client portfolios." "This partnership enables our wholesale and institutional clients to access a strategy that is often ...

Awareness of options could boost advice access: CFS

MATTHEW WAI  |  MONDAY, 2 JUN 2025
Superannuation is the number one topic Australians want financial advice on, however a significant proportion have little to no idea they can pay for it through their super. Based on a survey of 2250 Australians, Colonial First State's (CFS) Empowered ...

Regal Partners charts US expansion

JAMIE WILLIAMSON  |  FRIDAY, 30 MAY 2025
... stages of recruiting for a senior executive in North America, who would focus on servicing and growing the fund manager's client base in the US and Canada. It comes as Regal expects further growth in its offshore activities; it currently has representation ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
Ironbark Investment Partners has expanded its private wealth business with the acquisition of Mercury Private, a Sydney-based high-net-worth and family office firm. Established in May 2015, Mercury offers a range of financial services from investment ...

Apostle Fund adds two staffers

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... practices. "We are pleased to welcome Adam and Harrison to Apostle as we continue to advance our growth strategy and deepen our client offering. Complementing our institutional background and enhancing our ability to deliver high-performing alternative ...

BlackRock hires Housing Australia treasury chief

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... of fixed-income offerings in the region. "Katherine will work closely with portfolio managers, product strategists, and client business teams to ensure our solutions continue to meet the evolving needs of our broad client base." Looking back to 2013 ...