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Showing 1 - 10 of 143 results for "last November"

CBA, Colonial First State settle class action for $249m

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
... divestment of a 55% interest in Colonial First State to KKR on 1 December 2021. This included CFSIL and Avanteos. Last November, CBA also settled a financial advice class action in in-principle for $22.5 million relating to Commonwealth Financial Planning ...

Warburg Pincus private equity strategy launches

KARREN VERGARA  |  WEDNESDAY, 5 AUG 2026
... helping them grow," Turner said. Led by founder and managing director Angus Coote, Continental formally launched last November and partnered with Channel Capital for governance and operational support. Coote said the launch reflects a broader evolution ...

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... and product distribution chain. ASIC has cancelled the AFSL of MWL, while Cor Cordis was appointed as liquidators last November. MWL remains a member of the Australian Financial Complaints Authority.

Raiz names new chief executive

KARREN VERGARA  |  WEDNESDAY, 3 JUN 2026
... wrapping up a stint as chief executive of private markets investment firm Keyview Financial Group, which he assumed last November. Raiz chair Kelly Humphreys said the board has worked with Malone to determine the right time and approach for leadership ...

Lazard AM launches emerging market fund to retail sector

KARREN VERGARA  |  MONDAY, 4 MAY 2026
... Lazard Global Equity Advantage Fund, which is also managed by the equity advantage team, as an Australian unit trust last November. LAM manages about $379 billion of client assets globally. Parent company Lazard announced last week it entered into an ...

Two Ensombl senior leaders exit

KARREN VERGARA  |  THURSDAY, 16 APR 2026
... Emily and Danielle the very best for their future endeavours." Rocks replaced Clayton Daniel as chief executive last November. Rocks previously served as Ensombl chair between 2020 and 2023. "I've had a front row seat to the advice and corporate landscape ...

Challenger slashes offer price for Pepper Money

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... of June 2025. Mortgage loans comprise most of the AUM at $9.5 billion while asset finance make up $6.3 billion. Last November, it also joined a consortium that included KKR to acquire the RAMS home loan portfolio from Westpac. The portfolio comprised ...

Super moves: Mercer, AusSuper, Future Fund, VFMC

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
... of mid risk portfolio strategy and research was one of six roles axed as part of the restructuring. Her departure last November followed the exit of mid-risk chief Jason Peasley one month earlier. Clare Smeaton, who worked as an investment director in ...

Sequoia weighs InterPrac's fate, launches review

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
... business and reduce product access constrained business flows has impacted the InterPrac business during the period." Last November, Netwealth and Macquarie announced they will bar InterPrac advisers from their platforms. Sequoia's licensee and adviser ...

Challenger-led consortium bids for Pepper Money

KARREN VERGARA  |  MONDAY, 9 FEB 2026
... and "progress relevant transaction documentation in order to present a more certain proposal," Pepper Money said. Last November, Pepper Money joined a consortium that included KKR to acquire the RAMS home loan portfolio from Westpac. The portfolio comprised ...
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