POWERED BY MOMENTUM MEDIA
NAB Asset Servicing scores new clients
National Australia Bank's Asset Servicing business has won contracts to provide custodial and administrative services to Atrium Investment Management and custodial services to Fitzpatricks Private Wealth.
Investment firm Atrium Investment Management invests across asset classes and manages over $600 million in funds under management.
Fitzpatricks Private Wealth, an Australian advisory and wealth management firm, manages $2 billion under advice and specialises in estate planning, wealth preservation, financial management strategies and investment management.
"As a result of the continuing strong growth of the firm as well as our need to manage client capital across a diverse range of investment opportunities, it was important to identify a market leader in the provision of custodial and administration services," director of Fitzpatricks and chief executive of Atrium Alex Hone said.
"We are confident NAB will be able to provide the support we require to deliver on our continuing business development."
NAB Asset Servicing secured a custodial and administration contract with Investment Science Asset Management last week and managed to hold on to AustSafe's custody contact for a further three years earlier in the month.
AUTHOR
Staff Writer
Money Management staff writers are writers who contribute to the website from time to time. If you would like to discuss the content contained within this article please contact us.
Recommended for you
Over 90 finalists have been chosen to compete at the 36th annual Fund Manager of the Year Awards.
The asset manager is bolstering its investments in the global energy transition and climate opportunities.
The ethical investment manager has reported record FUM as its growth trajectory continues apace.
The chief investment officers of UniSuper, HESTA, and TelstraSuper have elaborated on opportunities and risks that are top of mind when it comes to illiquid assets like private credit within their portfolios.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
Spire Oaktree Opportunities XI First Close USD
66.99 3 y p.a(%)
2
Hills International
62.62 3 y p.a(%)
3
DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia
32.95 3 y p.a(%)
4
Acadian Global Equity Long Short Class A
32.82 3 y p.a(%)
5
CFS FC Acadian Global Equity Long Short
32.44 3 y p.a(%)
Add new comment