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Showing 931 - 940 of 16387 results for "Client"

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 ...

GAM nabs Janus Henderson equities team

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
Swiss fund manager GAM Investments has brought in a new team to run its flagship European funds in a move that signals renewed institutional interest in European markets. GAM has appointed a European equities team from Janus Henderson to manage its ...

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 ...

Russell Investments names investment head for APAC

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... "His appointment reflects our commitment to deepening regional expertise and better aligning our investment platform with client needs across the globe." Russell Investments head of Asia Pacific Jason Edgar added that clients in the region increasingly ...

Count Financial class action dismissed

ELIZA BAVIN  |  WEDNESDAY, 28 MAY 2025
Count Financial has successfully defended itself against a class action which was filed in 2020 alleging it failed to ensure financial advisers were acting in their clients' best interests. The case has been before the court for just shy of five years ...

CFS awards global equities mandate

KARREN VERGARA  |  TUESDAY, 27 MAY 2025
Colonial First State (CFS) has awarded a global equities mandate to a US$160 billion fund manager. US fund manager Brown Advisory has won the mandate to oversee the global equities strategy available on FirstChoice, debuting on May 24. The option - ...

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... relevant." "... they're all areas in which wealth managers can sharpen their value propositions through exceptional advice and client management," the report said. The report also noted increased volatility in global markets will heighten the importance ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees. The guidance follows the release of the ATO Tax Determination in September last year, which the ...