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Showing 81 - 90 of 1451 results for %22Value Partners%22

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... elemnta chief technology officer Adrian Patty said elemnta is designed to connect key elements of the financial services value chain to bring advice, customer experience, and stakeholders closer to each other and customers. "As advisers, we faced the ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
Sports investment firm XV Capital is planning a new sports tech fund and offices in the US and Europe, making a slew of appointments in support of the strategy. XV Capital was launched in 2020 by former Australian Rugby Union captain Stirling Mortlock ...

PGIM Real Estate, Point Capital partner on property portfolio

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
... Australia. According to the firms, the joint venture, incorporating two of PGIM Real Estate's flagship Asia Pacific value-add and core-plus strategies, has committed substantial capital to construct the portfolio. As part of the venture, two initial ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
The Wealth Designers is expanding its footprint nationwide and internationally as it partners with a veteran financial adviser to mark its presence in Europe and the UK. The Perth-headquartered advice firm plans to aggressively expand in the near term ...

SG Hiscock starts distributing small cap fund

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... each stock. He said data over the last 30 years shows the cumulative performance of the momentum factor outperforms that of value, quality, and growth factors over time. "Additionally, over the same period, momentum wins on a risk-adjusted basis, suggesting ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... Cost-efficiencies are being made more transparent through new structures like reduced-cost unit classes, adding another layer of value for clients. "Managers generally look at a managed account as a mechanism to generate scale, and this scale often allows ...

Ironbark, Invest Blue to create $64bn powerhouse

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... strategic partnership with Ironbark will provide capital, scale, and expertise. It will accelerate our ability to enhance our value proposition to our clients, people, and shareholders," he said. "For clients, we always look for ways to add value to ...

Causeway PM, H&G form joint venture

CASSANDRA BALDINI  |  MONDAY, 11 SEP 2023
... investment expertise complements Causeway's credit assessment and debt management skills that we believe investors will value as exposures to the private debt asset class accelerate," he said. "This joint venture is the first of a number in the pipeline ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... sustainability pillar of the profit-for-purpose model. "There's an increasing desire for clients to work within sustainable value investments, and it's not just millennials and younger investors wanting to make a positive impact and drive meaningful ...

Australian Retirement Trust completes Woolworths, Endeavour merger

ANDREW MCKEAN  |  WEDNESDAY, 23 AUG 2023
... organisations, supporting them with their remuneration and benefits agenda and making super a key part of their employee value proposition."