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Showing 1 - 10 of 6489 results for "Partners"

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
To better understand global investor expectations and practices, Deloitte, in partnership with a global marketing agency, developed a report from a survey of 2000 investors and 250 wealth management providers. The report provided several calls to action ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... third-party clearing or institutional sales desks seeking execution and clearing capabilities from trusted, stable, and secure partners, we aim to build a stable of high-quality partnerships," he said. "We're not interested in chasing low-hanging ...

Pacific Current sells stake in investment firm to Goldman Sachs

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
Pacific Current Group (PAC) has sold a portion of its interest in Pennybacker Capital Management to Goldman Sachs Asset Management's Petershill program. PAC has sold 55% of its 16.5% equity stake in Pennybacker and all its 2.5% carried interest entitlement ...

Federal Court rejects two CBA class actions

KARREN VERGARA  |  MONDAY, 13 MAY 2024
... the class action, Omni Bridgeway at the time entered into two arrangements: Fund 2 comprising $90 million managed by Partners Capital and $22.5 million invested by IMF, while Fund 3 had $30 million managed by Amitell Capital and $7.5 million invested ...

The top investment funds over the past year

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... with a 37.5% annual return. It was followed by the Ironbark Royal London Concentrated Global Share Fund (22.9%) and GQG Partners Global Equity Fund (22.8%). For Australian equities large caps over the same period, the Lazard Select Australian Equity ...

Frontier grows consulting, governance teams

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... Bernard landed the asset consultant following a five-year stint in an investment consulting role at Zenith Investment Partners, where he worked across fixed income, alternatives and private markets. Also, Frontier's investment governance function ...

APRA 'continuing to monitor' UniSuper outage

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2024
UniSuper has commenced the restoration of its services, as APRA confirms it is monitoring the situation which arose when the fund's private cloud was inadvertently deleted. In a brief statement to Financial Standard, APRA said it is "aware of the ...

Perennial Partners takes over Australian Unity fund

ANDREW MCKEAN  |  WEDNESDAY, 8 MAY 2024
Perennial Partners has agreed with Australian Unity Funds Management Limited (AUFM) to take over the investment management of the latter's Future of Healthcare Fund. AUFM will also step down as trustee of the fund, with Perennial taking over as trustee. ...

Australian Retirement Trust wraps up AvSuper merger

ANDREW MCKEAN  |  TUESDAY, 7 MAY 2024
... Future, Your Super performance test in August of that year. "Following discussions with the board, team and external partners, we are now considering if AvSuper members would be better served in a different fund with more resources at its disposal," ...

Magellan bleeds another $1bn

ANDREW MCKEAN  |  TUESDAY, 7 MAY 2024
... respectively. Magellan's share price rose 1.14%, marking a 27.38% increase over the last six months. Separately, GQG Partners in its monthly FUM update today, reported a loss of US$1.4 billion in April, bringing its FUM down to US$142 billion. But the ...
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