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Showing 81 - 90 of 1955 results for "Relationships"

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... results update today, Insignia announced its refreshed strategy which includes a laser focus on improving client relationships and their financial wellbeing while also continuing the business' simplification. In support of this, Insignia is restructuring ...

SG Hiscock partners with US fund manager

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
... effectively deliver products and strategies on behalf of global managers." "Our firm has existing institutional client relationships in Australia, and we are thrilled our capabilities will now also be available to the adviser market. The distribution ...

Netwealth gears up to relaunch Core, market share expands

ANDREW MCKEAN  |  WEDNESDAY, 16 AUG 2023
... investments, notably term deposits. Throughout the year, Netwealth secured "new and important licensee and adviser relationships," leading to an over 10% increase in client accounts. As the company enters FY24, Netwealth said it's poised to further ...

Institutional investor pumps $750m into Qualitas fund

CHLOE WALKER  |  WEDNESDAY, 16 AUG 2023
... real estate investment manager in the Australian CRE sector. "We place a high value on our long-term established relationships with institutional investors, our strong balance sheet and deep bench of talent, which we believe continue to support our consistent ...

Challenger Life books record annuity sales

KARREN VERGARA  |  TUESDAY, 15 AUG 2023
... lifetime income and a growing number of Australians entering retirement. During the period, Hamilton said deepening relationships with institutional investors was a key focus. The group is currently partnered with 25 super funds. "Challenger sees partnerships ...

Fiducian eyes IFAs, South Australia for inflows

KARREN VERGARA  |  MONDAY, 14 AUG 2023
... increased by 5% to $4.6 billion year on year. IFAs account for 14% of total FUA. "Efforts are underway to build new relationships and increase net inflows from non-aligned financial adviser groups, in particular, through SMA administration services and ...

First Sentier appoints head of institutional distribution

CASSANDRA BALDINI  |  MONDAY, 14 AUG 2023
... for driving its institutional distribution strategy, deepening and expanding institutional client and consultant relationships in the region, and leading a high-performing team. Previously, Kandasamy was employed at Dimensional Fund Advisors since 2006 ...

Equity Trustees combines super, trustee arms

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2023
... benefit from Russell's wealth of experience, industry knowledge, capability and the exceptionally strong client relationships he has formed over the years." The changes come as EQT reviews its operations in the UK and Ireland, citing increased costs ...

Aware Super hires business development lead

CASSANDRA BALDINI  |  THURSDAY, 10 AUG 2023
... be a vital relationship partner for many of the fund's key employers. "Ensuring that we continue to enhance these relationships and evolve the fund to meet employers' everchanging needs," Travis said.

PGIM client group lead in sudden departure

ELIZABETH FRY  |  FRIDAY, 4 AUG 2023
... wealth management platform tWC Investment Management. In a role that placed an even greater emphasis on institutional relationships, Brewer was tasked with expanding the firm's institutional client base. He led a client-facing team that partners ...