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Showing 1 - 10 of 162 results for "Investor Services"

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
... head of operations for nearly a year and before that was operations manager. Elsewhere, he served as manager of investor services at Leveraged Equities and was a team leader of cash operations at Ord Minnett. In the last few months, Clime also restructured ...

HMC Private adds investment director

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... executive to its private credit business. HMC Private Credit has appointed a new investment director within its investor services team as demand for private credit continues to skyrocket. Incidentally, as of July 2025, Payton Capital became HMC Private ...

End of an era: Longtime Platinum exec exits

ELIZABETH FRY  |  THURSDAY, 9 OCT 2025
... merger with L1 Capital which was approved by shareholders last week. Norman has been a crucial member of the investor services and communications team since Platinum was founded in 1994 by Kerr Neilson and Andrew Clifford. The comms specialist has served ...

Fortitude Investment Partners expands team

MICHELLE BALTAZAR  |  THURSDAY, 4 SEP 2025
... Private equity manager Fortitude Investment Partners has made a string of appointments this month, including an investor services manager who had worked at Allan Gray (South Africa) for more than a decade. Akyere Sobukwe-Whyte has been appointed as investor ...

Old challenges push asset managers to inflection point: Citi

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... leaner and more agile operating models via new technologies and outsourcing to succeed. Citi global head of investor services Chris Cox said the asset management industry stands at a crossroads as traditional pressures are not abating and at the same ...

Global investor services group enters Australia

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
Global investor services firm IQ-EQ has entered the Australian market with the acquisition of AMAL Group - a provider of corporate trust, agency services and loan servicing solutions. The strategic acquisition of AMAL Group includes AMAL Asset Management ...

Bennelong secures first trustee mandate

ELIZA BAVIN  |  TUESDAY, 14 JAN 2025
... optimise fund performance. In addition, Bennelong said tailored ancillary services are also available, including investor services and middle office operations. In December Bennelong refreshed its board following the retirement of chair Lincoln McMahon ...

HMC Capital unit beefs up Melbourne office

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... banking and investment relationship management. Peters will work with high-net-worth clients as part of the investor services. Her career includes senior positions at Westpac Private Bank and Australian Securities Limited, working with fixed income ...

BT outsources to SS&C Technologies

KARREN VERGARA  |  TUESDAY, 10 SEP 2024
... and distribution processing, AML/KYC, regulatory reporting, call centre services, and SS&C's Digital 360 investor services suite. Perennial had $6.6 billion in assets under management at the end of June.

Perennial renews contract with SS&C

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... transaction and distribution processing, AML/KYC, regulatory reporting, call centre services, and the Digital 360 investor services offering. SS&C previously serviced Perennial's unlisted and dual-listed funds. The re-appointment follows Perennial selecting ...
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