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Showing 1 - 10 of 194 results for %22Mutual Trust%22

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
Novigi will wind up QMV Legal as its managing partner Jonathan Steffanoni embarks on launching a new specialist superannuation law firm. QMV Legal will fold on April 26, shortly after Novigi acquired the QMV Solutions business on February 1. "Novigi ...

Global economy to grow at a slower positive rate

CHLOE WALKER  |  WEDNESDAY, 28 FEB 2024
Members of the Wigmore Association family office network, including Mutual Trust head of investment solutions Simone Rouse, believe that the global economy will continue to expand in 2024, albeit at a slower pace than in 2023. The group's latest 2024 ...

Morningstar reveals Australian equities upgrades, downgrades

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
... industrials mandate mean that it excludes a large chunk of stocks in the broader Morningstar Category index." Investors Mutual All Industrials was dropped because Morningstar lowered its view of industrial strategies, preferring strategies that don't ...

IFM Investors, UK government seal $19bn investment pact

ANDREW MCKEAN  |  TUESDAY, 28 NOV 2023
... manager to collaborate with UK government departments; aspiring to identify promising investment opportunities and foster a mutual understanding of key policy priorities. IFM head of infrastructure (Europe) Deepa Bharadwaj noted that the UK government ...

ASIC loses case against Diversa

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2023
... the regulator's case was "altogether too superficial to be accepted", saying that it "overlooked the detailed web of mutual obligations" on which Diversa's arrangements with its Wealth and Super AFSLs were based. In response, ASIC said it is ...

Ownership changes spur upheaval in unit trust sector

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... that were recently acquired or have undergone significant structural changes are seeing massive outflows within their unit trust business to the tune of $21 billion. According to Rainmaker's Benchmarking research note, an interesting trend has emerged ...

AZ NGA partners with advisory firm

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... specialisation". "A number of AZ NGA member firms that operate in the healthcare space have worked with the team there to support mutual clients so there is already a lot of trust and familiarity. Together we can learn from one another and achieve much ...

Blackstone limits withdrawals on $103bn real estate fund

CASSANDRA BALDINI  |  TUESDAY, 4 APR 2023
... redemptions, they remain 16% below their January peak despite elevated market volatility," Blackstone said. "BREIT is not a mutual fund and has never gated. It is a semi-liquid product and is working exactly as planned."

Knight Frank, Berkadia form international alliance

CHLOE WALKER  |  THURSDAY, 16 FEB 2023
... William Beardmore-Gray said: "I am excited to announce Knight Frank's alliance with Berkadia - relationship built on our mutual values and an ultimate ambition to become the world's best, most trusted capital markets platform." "Together, we have created ...

Super, advice class actions dampen CBA results

KARREN VERGARA  |  WEDNESDAY, 15 FEB 2023
... best interests of members and breached its trustee duties when taking out group insurance policies obtained from Colonial Mutual Life Assurance Society Limited (CMLA). It is alleged that CFSIL entered and maintained insurance policies with CMLA on terms ...
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