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Showing 1 - 10 of 268 results for "New clients"

Janus Henderson acquires NBK Wealth, Tabula Investment Management

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
... funds and corporates. "... the partnership is also expected to provide Janus Henderson with the access to engage with new clients in the Middle East, and globally, who want to actively invest in emerging markets, thereby expanding its footprint in the ...

Mercer rolls out new corporate super plan

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... of the BT Super merger to Mercer Super, effective April last year, but we've built it in a way that we can onboard new clients in new segments of the market," Barber said. The pipeline for new business is as "big as the market" and he expects to add ...

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... der Veen and Lucy Foster share the position, managing client relationships, onboarding key partners, and overseeing new clients within the business' institutional division. That same month, Fintan Thornton, left Allianz Retire+ as head of institutional ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... said. "This allows them to focus on value added work that increases their customer value proposition to existing and new clients. "As expected, more advisers are using these structures for lower balance clients, with 40% of existing managed account advisers ...

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... businesses, with their collective industry experience and technology, are extremely well positioned to support existing and new clients."

ASIC takes action on EverBlu, director

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... breaching its obligations to act honestly, efficiently and fairly and will cease offering any financial services to new clients and apply for cancellation of its AFS Licence within eight weeks," ASIC said. The first case management hearing is yet to ...

Challenger duo joins Allianz Retire+

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2023
... Veen and Lucy Foster will share the position, managing client relationships, onboarding key partners, and overseeing new clients within the business' institutional division. They have a long history of sharing roles, dating back to 2016 when they ...

Netwealth to distribute private markets offering

ANDREW MCKEAN  |  THURSDAY, 19 OCT 2023
... our market leading product suite and service ensures we continue to attract substantial inflows from existing and new clients across all our key market segments."

MLC Life unveils retail discounts

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... changes that can save new and existing retail customers up to 50% across various products. For financial advisers and new clients, MLC Life has applied a range of discounts across different products under its new It's not a miscount campaign. Multi-cover ...

Integro Private Wealth acquires Wealth Advantage

CHLOE WALKER  |  FRIDAY, 25 AUG 2023
... Australia, and we're very focused on agriculture in regional areas, so this was a great opportunity for us to reach new clients," he said. It comes as Integro's agricultural client base is increasingly asking about how to equalise their estates. "Land ...
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