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| | | ... Partners and CC Capital. Marsh said the acquisition expands the reach of the investments business into the adviser-led wealth segment and adds analytics and alternative investment capabilities, while strengthening its offering to institutional investors ... |
| | | | 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 ... |
| | | | ... governance frameworks, and embed AI into existing workflows so efficiencies can be realised without increasing risk." Zenith Wealth managing director Grant Howe, who participated in the pilot of the program, noted the business has developed a "clearer ... |
| | | | ... Lynch and Macquarie Group. She has also held positions with specialist managers ABN Amro, La Trobe Financial, Ignition Wealth, Private Portfolio Managers, Clearway Capital and most recently, Crowd Property. Her career spans investment management, equity ... |
| | | | ... property Scott O'Donoghue, supported by a 19-member real estate team. Commenting, Australian Unity chief executive wealth and capital markets Balaji Gopal noted Smith had made a remarkable contribution to Australian Unity and the broader healthcare ... |
| | | | ... Future Fund has delivered an 11% return over the year to September, adding $28.7 billion to its portfolio as the sovereign wealth fund navigates persistent inflation, geopolitical uncertainty and shifting global capital markets. The fund's portfolio ... |
| | | | ... businesses. Additionally, it is aiming to continue developing the documents business's technology platforms, build Sequoia Wealth Management's participation in new capital raisings, and expand the equities business by increasing adviser numbers. It also ... |
| | | | ... structural evolution like Japan and Australia to high-growth Asian economies, investors are increasingly seeking robust wealth and retirement solutions, efficient ETF tools, and tailored institutional partnerships," Neto said. "I am excited to lead our ... |
| | | | ... specialises in tax-aware direct indexing and personalised investment portfolios, with its solutions accessible through Australian wealth platforms including BT Panorama, Netwealth, Bell Direct, nabtrade and Praemium. The platform enhancements follow ... |
| | | | ... fund managers, and we are excited to add this complimentary strategy to our existing partnership suite." MAM head of ANZ wealth Brent Andal said the launch expands its offering through innovative investment solutions managed by institutional-quality ... |
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