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Showing 1 - 10 of 1067 results for "Alliance"

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... individuals. Sydney-based founder and partner Roger Perrett set up Freshwater Wealth, which is licensed by Centrepoint Alliance, and is joined by partners and financial advisers Jon Harris and Dean Fuchs. The three are former Westpac advisers, with Perrett ...

Koda Capital poaches five JBWere advisers

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2024
Five JBWere financial advisers will jump ship to Koda Capital as the latter expands its presence in Melbourne. Simon Talbot spent more than 23 years at NAB's JBWere where he was most recently a director and senior wealth adviser. Elizabeth Watson joins ...

KKR forms exclusive partnership with Capital Group

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
KKR and Capital Group have formed an exclusive strategic alliance to democratise hybrid public-private market investment solutions across multiple asset classes, geographies, and channels. The first strategies, slated to launch in the US next year ...

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
Helen Blackford, formerly chief executive of Insignia Financial's licensing and professional services businesses, will now lead Nestworth Financial Strategists. Blackford has been appointed chief executive of the group, which is backed by AZ NGA. ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
... executives railed against the share portfolio assertions, which Jones and Glennon argued that excluding the Centrepoint Alliance investment, Sequoia has lost close to $1.4 million dollars in trading activities. Jones and Glennon, who is the founder of ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... representatives, closely followed by Morgans Financial's 423 and Count's 350 advisers. Interprac Financial Planning (326), Alliance Wealth (318), Charter Financial Planning (294), Consultum Financial Advisers (287), Lifespan Financial Planning ...

BlackRock faces 'stiff competition' from APAC asset managers

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... consistent with last year's ranking, are BlackRock, J.P. Morgan Asset Management, Fidelity, Allianz Global Investors, and Alliance Bernstein. "The lack of movement at the top of the leaderboard belies turbulent underlying market conditions. Global and ...

Lombard Odier brings plastic circularity fund down under

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2024
Lombard Odier Investment Managers (LOIM) is bringing its Plastic Circularity Fund to Australia, following a first close last year with backing from the sovereign wealth fund of Monaco, among others. The LOIM Plastic Circularity Fund (Australia), a private ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
Centrepoint Alliance is working to launch a new, "competitively priced" IDPS and superannuation platform, a strategic initiative outlined as it posts $140.5 million in gross revenues for 1H24 and $4.9 million in profits. Centrepoint said it has partnered ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... comes second place, while in third place Interprac Financial Planning had 331 employed advisers. Count Financial (310), Alliance Wealth (302), Charter Financial Planning (300), Consultum Financial Advisers (295), Lifespan Financial Planning (278), Ord ...
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