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Showing 971 - 980 of 16383 results for "Client"

Global X recruits key executives

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
Global X ETFS Australia has appointed a head of operations and finance lead and will shortly hire a senior business development manager to boost growth efforts in Western Australia. The exchange-traded fund provider's operations lead, Steven Romei ...

Longview Partners sets up local hub

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... specialist sitting within Franklin Templeton. For four years, he served as co-head of global distribution, managing sales and client services activity across Asia, Australia and the Middle East. Before that, he was the managing director and head of distribution ...

PIMCO recruits alternatives specialist

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... longstanding private wealth operatives. After 12 years with PIMCO, John Valtwies, a senior vice president of the private client group, left to join Blue Owl, the $250 billion alternative asset manager, as a principal. His colleague, Joe Jin, a fixed-income ...

Super moves: QIC, VFMC, ESSSuper, Aware Super

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... Bradshaw spent more than six years in institutional business at Eaton Vance Australia. Earlier in her career, she was head of client and consultant relations for T. Rowe Price in Australia and New Zealand, transferring to Australia from the firm's ...

BlackRock takes stake in Generation Life parent company

ANDREW MCKEAN  |  THURSDAY, 8 MAY 2025
... enables BlackRock to contribute to the development of the retirement income sector in Australia at a time of increased client and policymaker focus," Collins said. Generation Development Group chief executive Grant Hackett, meanwhile, said that BlackRock's ...

Franklin Templeton brings Lexington Partners PE fund down under

MATTHEW WAI  |  THURSDAY, 8 MAY 2025
... institutions due to their compelling risk-return profile, and we believe they should play a similar role in non-institutional client portfolios. "We are thrilled to expand Franklin Templeton's private market capabilities for our wealth clients and ...

FAAA calls for stronger consumer protections in advice reforms

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
... government's goal of increasing access to financial advice, however, stressed that retirement planning advice involves diverse client circumstances, complex products, long-term horizons, numerous interdependencies, and multiple risks, with high levels ...

MA Financial partners to invest $2.6bn in middle market loans

MATTHEW WAI  |  WEDNESDAY, 7 MAY 2025
The joint venture, which includes three partnering institutions, is aiming to establish a differentiated platform focused on the US middle market. MA Financial Group, Monroe Capital and Sumitomo Mitsui Banking Corporation (SMBC) will invest up to US$1.7 ...

Macquarie reprimanded again for derivatives compliance failures

KARREN VERGARA  |  WEDNESDAY, 7 MAY 2025
ASIC is again taking action against Macquarie Bank for "multiple and significant compliance failures" relating to its futures-dealing business and over-the-counter (OTC) derivatives trade reporting. The failures have been undetected for many years ...

Platinum to lose $1bn mandate

JAMIE WILLIAMSON  |  TUESDAY, 6 MAY 2025
Platinum Investment Management is set to lose a sizeable institutional mandate at the end of the week. The ASX-listed manager disclosed it received notice overnight that an institutional mandate worth about $958 million is to be terminated. The termination ...