JBWere rolls out 2 fixed income products

JBWere/fixed-income/

Wealth manager JBWere has announced the launch of two fixed income strategies for wholesale clients, backed by UBS Asset Management.

AUTHOR

AMP and Iress directors join AICD board

AICD/board-of-directors/

AMP non-executive director Kathleen Bailey-Lord and Iress non-executive director Susan Forrester have been appointed to the national board of the Australian Institute of Company Directors.

AUTHOR

Advice opportunity as billionaires rise in Australia

UBS/HNW/high-net-worth/financial-advisers/

There has been a 16.3 per cent rise in the wealth of Australian billionaires this year to over $200 billion, UBS finds, as Australian advisers shift their offerings to meet this expansion and service their unique needs.

AUTHOR

Perpetual/KKR deal ruled ‘not in best interest of shareholders’

Perpetual/KKR/shareholders/australian-equities/equities/wealth-management/

An independent expert has ruled the Perpetual deal with KKR is no longer in the best interest of shareholders in light of the increased tax liabilities.

AUTHOR

AZ NGA seeks to triple in size as Oaktree deal completes

AZ-NGA/Oaktree-Capital-Management/M&A/

AZ NGA is looking to triple in size over the next five years as US investment giant Oaktree completes its $240 million investment in the professional services company.

AUTHOR

E&P moves to non-executive board

Dixon-Advisory/e&p/E&P-Financial-Group/

E&P Financial Group has announced director Tony Johnson will move into a non-executive capacity next year, meaning chief executive Ben Keeble will be the only executive remaining on the board.

AUTHOR

Firetrail’s investment strategy head Doyle among 4 to exit

firetrail/Pinnacle-Investment-Management/

Firetrail Investments has confirmed the departure of four executives over the last quarter, including head of investment strategy Anthony Doyle.

AUTHOR

Insignia Financial appoints MLC & OnePath custodian

insignia/insignia-financial/bnp-paribas/custodian/

The Australian wealth management firm has named a custodian for its MLC and OnePath businesses following an extensive tender process.

AUTHOR

Where could be the next M&A target in 2025?

platforms/technology/fintech/amp/iress/

Experts believe rival licensee AMP and technology software firms could be next on the list for private equity firms looking to enter the Australian market.

AUTHOR

Asian asset manager makes acquisition to support Australian private credit business

private-markets/M&A/private-credit/Asia/

Global real asset manager CapitaLand Investment has announced a key acquisition from Wingate as part of its growth strategy in Australia.

AUTHOR

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