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Showing 1 - 10 of 16719 results for "Client"

Blackwattle takes over Quest Asset Partners

KARREN VERGARA  |  FRIDAY, 13 NOV 2026
Blackwattle Investment Partners has swallowed up Australian equities manager Quest Asset Partners for an undisclosed sum. Michael Evans and Chris Cahill established Quest in 2004 after working together at AMP within its equities business. Evans and ...

Funds SA poaches Vision Super risk specialist

MATTHEW WAI  |  FRIDAY, 13 NOV 2026
Funds SA will welcome a Vision Super executive to replace executive director, governance and strategy Tony Burrill, as he prepares for retirement following a seven-year tenure at the company. Bart Kula has been appointed as the incoming executive director ...

Former Mercer Super chief lands new gig

MATTHEW WAI  |  FRIDAY, 13 NOV 2026
Former Mercer Super chief executive Claire Ross will join a global third-party service provider for institutional investors to lead its superannuation division. After departing from the super fund in July, Ross will take on a new role of chief executive ...

Showcase: Staying true to alpha

THE FINANCIAL STANDARD TEAM  |  FRIDAY, 13 NOV 2026
When AI drives the market, diversification needs a different engine. Australian investors are fluent in the language of market concentration risk. For most of the last two decades, banking and resources stocks have each made up around a quarter of the ...

Ironbark Private Wealth names new investment committee chair

MATTHEW WAI  |  THURSDAY, 12 NOV 2026
... chair its investment committee, further strengthening the business' investment governance and oversight of $3.8 billion of client assets. Former Perpetual head of multi-asset Lydia Kav has joined the committee, bringing three decades of investment experience ...

Marsh expands wealth offering with Wilshire acquisition

RIDDHIMA TALWANI  |  WEDNESDAY, 11 NOV 2026
... investment value chain." The transaction is expected to close in the first quarter of 2027, subject to regulatory approvals and client consents. Marsh recently also completed the acquisition of AltamarCAM, a specialist private markets asset manager ...

Macquarie lands new investment chief for wealth division

MATTHEW WAI  |  WEDNESDAY, 11 NOV 2026
Macquarie Group has named the chief investment officer for its wealth management business, following the departure of the former incumbent. David Carruthers has been appointed to the role, elevating him from head of fixed income, a role he held since ...

Entireti launches consulting program for AFSLs

MATTHEW WAI  |  WEDNESDAY, 11 NOV 2026
... offering is now available through its subsidiary Entireti Alliances, which focuses on governance, investment processes, and client engagement, and has been in procurement with several trials with a small number of Australian financial services licensees ...

Allianz Retire+ eyes SMSFs, sophisticated investors

KARREN VERGARA  |  TUESDAY, 10 NOV 2026
Allianz Retire+ is targeting its lifetime income product AGILE at SMSFs and high-net-worth (HNW) investors, saying this is in response to growing demand for flexible retirement income solutions. Allianz Retire+ said the expansion comes as longer life ...

Private credit under fire again, widespread failings persist

KARREN VERGARA  |  TUESDAY, 10 NOV 2026
Private credit funds continue to lag in improving poor disclosure, distribution and conflict-management practices since ASIC handed down its scathing inaugural report into the opaque sector 12 months ago. A new ASIC investigation finds complex, multi-layered ...
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