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Showing 1 - 10 of 11496 results for %22Office of%22

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... personalisation at scale for affluent segments." Another challenge was to elevate client relationship management and front-office performance. This requires cultural sensitivity and carries the potential risk of client relationship harm," the report ...

Mega super fund opens first international office

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... next logical step for us to expand our investment capability," Patrick said. "The team in Australian Retirement Trust's UK office will work with external investment managers to source new investment opportunities for our more than 2.3 million members. ...

LIT delisting simplifies Forager: CIO

KARREN VERGARA  |  TUESDAY, 23 APR 2024
Forager Funds Management's chief investment officer is urging investors to vote in favour of delisting a troubled listed investment trust (LIT) in a bid to simplify the business. Chief investment officer Steve Johnson wrote to investors that if ...

S&P/ASX200 tipped to hit 8300: VanEck

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... is vulnerable to a correction and investors should be wary if they are overexposed," he said. Meanwhile gold miners, and office and retail REITs appear to be undervalued. Australian mid-caps are tipped to be the "star performer" this year and will outperform ...

Equity Trustees scores Woodbridge mandate

ELIZA BAVIN  |  MONDAY, 22 APR 2024
Woodbridge Capital has appointed Equity Trustees as the responsible entity of its new retail fund, the Woodbridge Secured Income Fund. Equity Trustees executive general manager, corporate and superannuation trustee services Andrew Godfrey said he is ...

Bitcoin halving won't bring immediate price rise

ELIZA BAVIN  |  MONDAY, 22 APR 2024
The Bitcoin halving event - which occurred over the weekend - has seen optimism around the cryptocurrency rise, but major price increases may take some time to shine through. The halving event is coded to occur every 210,000 blocks and halves the reward ...

ISPT issues $1.5bn sustainably linked loan facility

ANDREW MCKEAN  |  MONDAY, 22 APR 2024
Industry Super Property Trust (ISPT) has issued a $1.5 billion sustainably linked syndicated term loan that is reportedly one of the largest for any Australia real estate fund manager. The facility is evenly split across five and seven-year tenors and ...

T. Rowe Price appoints local operations chief

ELIZABETH FRY  |  FRIDAY, 19 APR 2024
... trillion in assets under management, has appointed a regional operating chief who will relocate to Sydney from the London office. Financial services and operations professional Tim Chamberlain is the new Asia Pacific regional chief operating officer ...

UniSuper invests $623m in Macquarie green fund

ELIZA BAVIN  |  FRIDAY, 19 APR 2024
UniSuper announced it has committed up to US$400 million (AU$623 million) to the Macquarie Green Energy and Climate Opportunities Fund (MGECO). MGECO is an open-ended fund that invests in large scale, mature sustainable technologies to support the transition ...

intelliflo adds SMSF cashflow modelling capabilities

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2024
... Advisers using intelliflo now have access to cashflow modelling tools for SMSF clients. A new update to its intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who ...
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