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Showing 1 - 10 of 293 results for "Investa"

Praemium brings forward chair succession

VINNY VUCAGO  |  WEDNESDAY, 23 SEP 2026
Praemium will bring forward its leadership transition at board level, with its current chair stepping down as the platform and portfolio administration business continues to expand its focus on high-net-worth investors and technology. Matthew Quinn ...

First-mover costs stifle digital finance: report

MATTHEW WAI  |  THURSDAY, 10 SEP 2026
Despite Australia boasting the technology and institutional capabilities for digital finance, several factors, including high barriers to first-movers, are derailing growth. According to a report from BlockchainAPAC, which recently conducted a national ...

Australian instos inject $705m into Nuveen strategy

VINNY VUCAGO  |  TUESDAY, 1 SEP 2026
Brighter Super and JANA are among a group of Australian institutional investors who have injected $705 million into Nuveen's Arcmont Asset Management European direct lending strategy. Brighter Super, JANA Private Credit Trust and two other Australian ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to ...

JPMAM expands private equity strategy to wealth clients

RIDDHIMA TALWANI  |  TUESDAY, 18 AUG 2026
J.P. Morgan Asset Management (JPMAM) has launched the JPMorgan Private Markets Fund (JPMF) in Australia, in a bid to bring its institutional-grade private equity strategy to private wealth clients. JPMF is a diversified, multi-manager private equity ...

PE giants partner with Nvidia for $709bn AI platform

MATTHEW WAI  |  TUESDAY, 11 AUG 2026
Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR have signed memorandum of understanding (MoU) with Nvidia to mobilise half a trillion US dollars ($709bn) of third-party capital to further accelerate the buildout of artificial intelligence ...

Evans and Partners uplifts MDA offering

KARREN VERGARA  |  MONDAY, 10 AUG 2026
Evans and Partners chose Bloomberg's buy-side technology solution to expand its active bond managed discretionary account (MDA) offering. The wealth management firm, part of E&P Financial Group, will implement Bloomberg AIM as its order and investment ...

Talaria warns S&P concentration erodes diversification

VINNY VUCAGO  |  FRIDAY, 24 JUL 2026
More than 90% of the world's investable assets now move in line with the S&P 500, prompting concerns that investors may be far less diversified than they believe, according to Talaria Asset Management. Speaking in Sydney, Talaria co-chief investment ...

STOXX broadens global equity suite

VINNY VUCAGO  |  THURSDAY, 23 JUL 2026
STOXX has expanded its global equity index offering with the launch of the STOXX Investable Market Indices (IMI), a new benchmark family designed to give institutional investors broader, more flexible exposure across developed and emerging equity markets. ...

AUSIEX launches cash account for advisers

RIDDHIMA TALWANI  |  TUESDAY, 7 JUL 2026
AUSIEX has launched a cash account to help financial advisers manage client cash seamlessly alongside trading accounts. The account is designed to simplify and streamline cash management, accelerate funding and settlement, improve visibility and control ...
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