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Showing 61 - 70 of 3004 results for "Wealth Management"

ClearView offloads chunk of Centrepoint Alliance stake

CASSANDRA BALDINI  |  FRIDAY, 17 NOV 2023
... diligence, integration, and management of interests in financial services distribution businesses, in this case, wealth management services." Earlier in the week, COG scrapped its bid for Diverger, citing concerns that shareholders may not support its ...

Challenger duo joins Allianz Retire+

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2023
... long history of sharing roles, dating back to 2016 when they were joint general manager of strategic projects, wealth management for two years at Commonwealth Bank. From there they were chief executive and managing director of Generation Life for two ...

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... strategy. Fitzgerald served in various senior positions that included head of investment product and research at UBS Wealth Management, investment strategist at Deutsche Asset Management, and Skandia's head of retail investment services. In her new role ...

Future Super acquires GuildSuper

JAMIE WILLIAMSON  |  WEDNESDAY, 1 NOV 2023
... partnership is just the latest example of the wave of disruption, consolidation and restructuring happening in the wealth management and superannuation sectors," he noted. "Future Super and GuildSuper are both creative boutique superannuation groups ...

Prosperity merges with accounting firm

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... blend our own expertise with that of a larger, acclaimed and highly resourced multi-disciplinary, accountancy, wealth management and business advisory firm." The merged entity now has offices in Brisbane, Newcastle, and Sydney. It has 180 staff members ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... that it is not going back to retail advice, the global bank, however, has flagged that it will re-enter the wealth management sector after it exited in 2015. UBS Asset Management country head for Australia and New Zealand Alison Telfer told the panel ...

AMP Capital sale inches toward completion

CHLOE WALKER  |  TUESDAY, 31 OCT 2023
... strategy to streamline AMP. "The sale allows AMP to focus clearly on our core businesses in retail banking and wealth management in Australia and New Zealand," George stated. The anticipated completion of the transaction is set for November 30. Back ...

EG grows private wealth strategy

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... great outcomes for new and existing investors," Weingarth said. Weingarth brings over 15 years of experience in wealth management, including asset management, structured investments, and commercial property. Prior to joining EG, Weingarth served as Charter ...

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
... Clayton, Dubilier and Rice for more than US$7 billion. In addition to MEDIQ, Focus owns Escala Partners and MISSO Wealth Management. Meanwhile, its subsidiary Connectus also owns several local firms, including Aspiri Financial Services Group, Brady & ...

Superhero announces strategic hires

CASSANDRA BALDINI  |  TUESDAY, 24 OCT 2023
The fintech and wealth management platform has made three key hires as it prepares to unveil a series of initiatives in the coming weeks. Superhero has named Kimberly McAvoy, the former head of superannuation projects at Vanguard Australia, as its head ...