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Showing 1 - 10 of 1144 results for %22Professional Investment Services%22

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
First Sentier Investors (FSI) is shuttering four investment teams, seeing the exit of 30 professionals by the end of the year and the loss of about $14 billion in assets under management. The investment manager this morning announced that its locally ...

JANA appoints new director of client development

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... relationships with non-profits, endowments, and wealth practices in Australia. JANA said Chebli is a seasoned investment professional with more than 20 years of experience across a wide range of asset classes and financial services solutions. Prior to ...

ASIC cancels AFSL of JB Markets

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
The Australian Securities and Investments Commission (ASIC) has cancelled the Australian Financial Services Licence (AFSL) of JB Markets effective from 12 April 2024. ASIC said JB Markets failed to comply with the financial requirements of its AFSL ...

Finalists named in annual MAX Awards

JAMIE WILLIAMSON  |  MONDAY, 22 APR 2024
... see the Rising Star of the Year crowned by Financial Standard. This award will be presented to the best young sales professional working for an investment management firm in a distribution or business development role. Nominated for the inaugural award ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti. Last November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly ...

T. Rowe Price appoints local operations chief

ELIZABETH FRY  |  FRIDAY, 19 APR 2024
... 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, effective next month. In his new role, Chamberlain ...

Legalsuper names chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 28 MAR 2024
... legalsuper." "Paul, Colin, and Alissa each represent best-in-market talent in their respective fields - all with exceptional professional credentials from organisations including the Future Fund, Macquarie Bank, the Reserve Bank, NAB, AIA, MinterEllison ...

Wholesale investor tests up for parliamentary review

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... has either net assets of $2.5 million or gross income of $250,000 per annum for the last two years as verified by a professional accountant's certificate. The inquiry will also look at the historical development of the wholesale investor tests and ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... SMSF can have up to six members, family and friends could pool their money to get a Sharia compliant loan and buy an investment property held in an SMSF which they jointly control. "The amount people can borrow is not determined by their income but rather ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... growing at a rate of 5.7% per year. "They want expert advisers who understood their individual needs, including their professional demands, life stage and family obligations, as well as quality advice and easy access to their adviser," the research said. ...
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