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Showing 1 - 10 of 596 results for %22Shareholder Services Australia%22

Perpetual seals $2.18bn deal with KKR, chief to retire

ANDREW MCKEAN  |  WEDNESDAY, 8 MAY 2024
... divest its wealth management and corporate trust businesses to Kohlberg Kravis Roberts (KKR) for $2.18 billion, pending shareholder approval. The deal will see the departure of Perpetual chief executive Rob Adams. The net proceeds from the sale, after ...

Former APRA chair joins ASX board

ELIZA BAVIN  |  MONDAY, 6 MAY 2024
... "I want to thank Yasmin for her many years of diligent service where she always brought her commercial lend and the shareholder view to the boardroom," Roche said. "The board and I have benefitted from her experience, judgement and counsel."

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
... "Following the acquisition, Count cemented its position as one of Australia's leading integrated accounting and wealth services providers with over 500 accountants and 550 financial advisers in our national community," Humphrey said. "The synergies we've ...

Financial services class actions surge

JAMIE WILLIAMSON  |  WEDNESDAY, 20 MAR 2024
... actions filed against a major bank. Instead, they covered superannuation, conduct in selling complex financial products, shareholder class actions, and data breaches. On 22 December 2023, a class action was filed against Rest alleging it signed new members ...

Government promises transparent financial services regulation

KARREN VERGARA  |  WEDNESDAY, 13 MAR 2024
... government to introduce the reform. Lawrence pointed out that the small size of some customer-owned banks compared to their shareholder-owned counterparts makes it harder to keep up with the tsunami of regulatory change in the financial services sector. ...

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... executive Hugh Humphrey said: "An important strategic driver for this acquisition was for Count to significantly expand its Services segment through the addition of Knowledge Shop, TaxBanter and Priority Networking to our existing businesses of Accurium ...

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... in cash and an additional $20 million over 18 months if certain milestones are met. IOPB offers financial products and services that include superannuation, non-superannuation, and custody and administration. Last October, Iress sold its managed funds ...

Count to finalise Diverger deal

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2024
... following both the board's unanimous endorsement and that of an independent expert that assessed the deal as being in shareholder's best interests. Diverger's largest shareholder, HUB24 with a 34.4% stake, together with Harvest Lane Asset Management ...

Jailed adviser permanently banned by ASIC

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2024
... August 2019, he was found to have used all the money to feed his gambling habit. At the time, he was sole director and shareholder of Platinum Perpetual Global Private Wealth. In September 2019, the firm's AFSL was cancelled in September 2019 after he ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... Partners (CIP), a high-net-worth advisory firm that also provides investment banking, research, and wholesale broking services, has signed a Memorandum of Understanding (MOU) with the global wealth manager. The deal includes JPMAM offering CIP insights ...
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