Category: Financial planners

October 03, 2023 BY Elizabeth Anderson

Waystone and KB Associates announce successful merger

The merger established a company with assets under management (AUM) of €175bn. It also gained 100 KBA consultants in Ireland, London, and Luxembourg to extend the company’s service delivery reach. This merger rests on a beefed-up governance structure and operating model across all locations, enabling the company to deliver consistent and uniform solutions. Don’t miss…

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PPM shows strong domestic fund return
August 25, 2023 BY Elizabeth Anderson

PPM shows strong domestic fund return

PPM is one of Australia's highest performing boutique funds managers and has also secured a 12.8% return in 2023 on its domestic fund and 13.1% over the same three-year period. Founder, Chief Investment Officer and Chairman of PPM, Hugh MacNally noted: Our clients are wealthy private individuals or families who are referred by friends or…

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Securities Commission Malaysia: New capital market initiatives
August 07, 2023 BY Alan Sayer

Securities Commission Malaysia: New capital market initiatives

60 industry leaders gathered to discuss ideas and address difficulties pertaining to investment possibilities, funding inclusivity, and reforms in the capital market. Topics included focusing on capital market promotions to grow the domestic-centred issuer pipeline, strengthen market vitality, increase the investor pool, and expand leverage efforts for the sustainability of Malaysia’s leadership in the Islamic…

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