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| | | ... Hamilton said. "What holds them is the depth of the advice relationship, across structures, succession planning, the family business and the next generation, and as our clients' affairs have grown that relationship has asked more of all of us." Fernley ... |
| | | | ... head of private equity Zac Midalia said the transaction reflects the strategy's aspiration to invest in scalable business models that create value. "Engage Squared sits at the intersection of two themes where we have strong conviction: the Australian ... |
| | | | ... services, including InterPrac, which the group is currently seeking a buyer for after a failed transaction to offload the business to Conquest Investment Management in March. ASIC withdre w legal proceedings against Sequoia after it entered an undertaking ... |
| | | | ... in assets, according to data from Rainmaker Information. "As wealth creation, inter-generational wealth transfers and business exits continue to accelerate globally, family offices have emerged as an increasingly important segment of the investment market ... |
| | | | ... estate assets in its funds, having transacted on an additional $2 billion of assets since acquiring the IP Generation business just 12 months ago," Biggins said. "This underscores our strong belief in the structural and macroeconomic tailwinds supporting ... |
| | | | ... board and Masters believe this leadership transition best supports the next phase of that journey. "FNZ has a strong business, a clear strategy, market-leading technology and an exceptional client portfolio," Welch said. "I look forward to working closely ... |
| | | | Former Keystone Asset Management director Paul Chiodo is suing City Built, its director Roberto Filippini, and members of his family, who are tied to the collapse of the Shield Master Fund, for $200 million, alleging they engaged in a wide-ranging scheme ... |
| | | | ... with our strategic priorities in the wholesale trustee market and supports the expansion of our recently launched RE business," said Tay. Meanwhile, Kylie Holbrook said she was excited to join the Group at a pivotal time in its growth. "I am delighted ... |
| | | | ... an entire client book and receive answers drawn from meetings, documents, emails and other information held across a business' digital ecosystem. The platform is designed to give advisers a faster view of clients' financial positions, investments insurance ... |
| | | | ... initiative, it said. Sodor Capital chief executive Martin Smith described both locations are "natural extensions" of the business built in Australia. "This move is about providing our clients with broader regional coverage across Asia Pacific," Smith ... |
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