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Financial planning

Perth financial advice firm Integro Private Wealth has promoted Emma Ross as advice and operations manager to lead the team as it eyes future growth opportunities....

Financial planning

DASH Technology Group has seen a 49 per cent uplift in its carrying value and is completing a new capital raising, having already received $30 million from growth investo...

Funds management

UK-based fund manager Royal London Asset Management has appointed a Sydney-based head of regional sales as it embarks on a multiyear plan to expand its presence internati...

Financial planning

National advice firm Coastal Advice Group has entered a long-term strategic partnership with New York-based Merchant Wealth Partners to accelerate its expansion....

Financial planning

Perth-based financial advice firm The Wealth Designers is looking to ‘seize the opportunity’ of national expansion across Australia, as the firm looks to open new offices...

People & Products

The German multinational investment bank will offer a range of services including current accounts and deposit products, domestic and cross-border payments, and collectio...

Funds management

Perpetual has announced an intention to acquire Trillium Asset Management, a Boston-based specialist ESG investment firm, for US$36 million....

People & Products

Ausbil chief executive Ross Youngman has indicated the firm could target the UK market as it considers expanding its global footprint and launching funds offshore. ...

Funds management

Raiz Invest has announced a joint venture agreement with a subsidiary of a leading Malaysian investment group....

Financial planning

The Australian Prudential Regulation Authority has authorised Societe Generale as a foreign authorised deposit-taking institution....

People & Products

Janus Henderson has appointed Tal Lomnitzer as its new senior investment manager within the global natural resources team....

People & Products

International investment and development platform specialist, iM Global Partner, has appointed Jose Castellano as its new deputy chief executive and head of international...

Life/Risk

In an effort to better meet the needs of its members, specialist insurer PPS Mutual has updated definitions and expanded the range of benefits available in its Profession...

Financial planning

Australian Securities and Investments Commission chairman, James Shipton has declared the regulator will be accelerating and expanding the so-called Wealth Management Pro...

Funds management

Fixed income specialist, FIIG Securities has announced its new European subsidiary, FIIG International Limited, which will allow the group to operate in 28 EU member stat...

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MARKET INSIGHTS

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