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| | | ... adviser services Rachel White described the collaboration reflects an industry evolution. "We are excited to be the index partner with JPMAM on their new models," she said. "As we continue to support our longstanding adviser base, these models also enable ... |
| | | | ... Australian family offices surveyed have between US$501 million and US$1 billion in funds under management (FUM). KPMG Australia partner for family business and private clients Robyn Langsford said that single family offices (SFOs) are maturing as nearly ... |
| | | | ... from six months to three months, the super fund said. "Following our most recent review, we have selected a new insurance partner, TAL, and worked closely with them to ensure their offering reflects the unique needs of our membership," Australian Food ... |
| | | | ASX-listed Australian Wealth Advisors Group (AWAG) will acquire a 20% stake in licensee First Mutual, in a bid to expand its AFSL and licensing services. The investment is on a cash basis and First Mutual will retain its autonomy and ownership structure ... |
| | | | ... reconnection - with our purpose, people, and investment philosophy - is vital. We are more than a fund manager; we are a partner clients can trust through every stage of wealth creation," Baragwanath said. "Our role is to invest for our clients, but ... |
| | | | ... This enables us to tap into distinct and differentiated return drivers," he said. Alphinity's global distribution partner, Fidante, will be responsible for distributing the fund across the UK and Europe. General manager of Fidante Affiliates Evan ... |
| | | | ... dislocations, market stress, or borrowers' needs for flexible capital solutions, the report said. Knight Frank Australia partner, head of capital markets Michael Kwok said Australia presents as one of the most attractive markets not only in APAC ... |
| | | | Ironbark Asset Management has snapped up a head of wholesale and two national account managers as it ramps up its push into the local market. The team is led by Paula Gigler, based in Sydney, who will report to Ironbark investment solutions chief executive ... |
| | | | ... clients and their customers," the firm said on social media. Erichsen said he was excited to join the team at GROW and partner with clients in superannuation and managed funds to transform member and investor experiences. "GROW has a bold mission to ... |
| | | | Allan Chen, the final member of his team to to secure a new position following the fund's merger with Australian Retirement Trust, has joined Westpac's private bank as an investment director for global investment services. In the role, Chen ... |
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