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Showing 81 - 90 of 16365 results for "Client"

Natixis appoints client services director

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
Natixis IM appoints a client services director as it continues to expand its local range of managed funds and active ETFs. Mai Platts joins the investment giant as director in client services, reporting to Barbara Whyte, head of client services and ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... Partners, a Melbourne-based asset consulting group for financial advisers. Founded in 2010, Aequitas manages over $8 billion in client funds and runs its own proprietary investment platforms, Aequilibrium and Altum. On announcing his appointment, the ...

FinCap increases investment oversight ahead of PM platform launch

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
... Wright co-founded Zenith Investment Partners and spent more than two decades as its chief executive. He is current head of client solutions at Pinnacle Investment Management. Financial Standard reported last year on Pinnacle Investment Management's ...

Iress names chief tech officer to lead AI transformation

RIDDHIMA TALWANI  |  THURSDAY, 14 MAY 2026
... for wealth providers. Iress will implement the changes, starting with Xplan, its software offering for advisers to manage client operations. "Iress has strong and enviable technology foundations and a clear strategy. Our focus now is on execution, modernising ...

Aware Super strengthens support for financial advisers

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
... webinars, Aware Super said. He will also provide technical support to financial advisers working with the fund across complex client scenarios. Smith brings more than 15 years' experience in financial services, providing strategic guidance and technical ...

TCorp awards $1bn mandate to UK insurer

ELIZA BAVIN  |  WEDNESDAY, 13 MAY 2026
... said. "Reinsurance exposure represents an important part of the TCorp portfolio, providing returns consistent with TCorp client objectives, while allowing it to diversify the risk of the investment portfolio." Hiscox Capital Partners is a division of ...

Former adviser jailed over $2m SMSF investment scheme

VINNY VUCAGO  |  WEDNESDAY, 13 MAY 2026
Former financial services director Ashley Arandez has been sentenced to five and a half years imprisonment after admitting to dishonest conduct, operating an unlicensed financial services business and dealing with proceeds of crime tied to $1.97 million ...

Adviser ban stretched to 2028 in ASIC deterrence win

RIDDHIMA TALWANI  |  WEDNESDAY, 13 MAY 2026
... review of that decision in the ART. In the ART ASIC provided evidence of similar breaches in relation to additional UGC client files and sought orders imposing a longer registration prohibition period. The registration prohibition took effect from 7 ...

Future Group invests in energy transition with fresh mandate

MATTHEW WAI  |  WEDNESDAY, 13 MAY 2026
... expanded to Australia with the opening of a Sydney office in 2022 and welcomed managing director Rob Hamilton to oversee its client-relation management and capital raise across the region. The announcement also comes after the infrastructure investor ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
As the 2026 Budget promises "bold, broad and ambitious" tax reforms, in addition to easing cost-of-living pressures and strengthening fuel security, wealth managers decry investors and the economy will not come out on top. Last night, Treasurer Jim ...