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Showing 81 - 90 of 3012 results for "wealth management"

Alpine Capital launches in Melbourne

CHLOE WALKER  |  FRIDAY, 20 OCT 2023
... giant Wentworth Securities (Wentworth) to launch Alpine Capital, an emerging company advisor, stockbroker, and wealth management platform. The new team at Alpine Capital includes RE Capital Advisory founders Charles Reed and James Emerson and Wentworth ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... solutions before transitioning to general manager of distribution. In 2016 he was named group general manager, wealth management, before taking on the top job in an acting capacity following the fallout from the Royal Commission in 2018. In June 2019 ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... horizon, investment bonds are becoming increasingly attractive for investors seeking flexible, tax effective wealth management solutions, KeyInvest chief investment officer Dion Silvy said. "The climbing net worth of Australian baby boomers, supported ...

CBRE IM appoints APAC managing director

CASSANDRA BALDINI  |  MONDAY, 16 OCT 2023
... who is based in Sydney, will be responsible for leading client engagement activities with institutional and wealth management investors across real assets categories in Australia, New Zealand, and Southeast Asia. Gallagher has over 25 years of experience ...

GQG adds local sales staffer

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... Group in a similar role covering both cash and wealth platform solutions. Before that, he was with Centuria Wealth Management as a senior financial adviser and had more junior roles at Income Solutions, Adviser Group Financial Planning, and Principal ...

Escala loses bid to restrain former executives

KARREN VERGARA  |  FRIDAY, 13 OCT 2023
Escala Partners failed in its bid to restrain two former senior executives who moved to LGT Crestone Wealth Management from working in financial services and soliciting clients. The Supreme Court of Victoria rejected Escala's application for interlocutory ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... grown to 47 staff nationwide, two of which are based in Sydney. It specialises in providing values-based advice, wealth management and UK pension transfers for professionals, business owners, farmers, high-net-worth investors. MacMillan said: "We had ...

Super tax break changes open for consultation

KARREN VERGARA  |  TUESDAY, 3 OCT 2023
... support, in an equitable and sustainable way." The consultation period runs until October 18. HLB Mann Judd wealth management partner Michael Hutton said in a recent Financial Standard podcast that the proposed changes many pain points. An analysis by ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... Morningstar. At CBA, Ramrakha was responsible for the investment and insurance research function within the wealth management advice business. Ramrakha is also a member of the ASX-listed Future Generation Global Fund's investment committee.

Praemium secures Mercer mandate

CASSANDRA BALDINI  |  WEDNESDAY, 27 SEP 2023
... Praemium said. Further, the partnership will support Mercer's aspirations to further expand its Australian wealth management capabilities. Praemium chief executive Anthony Wamsteker said the firms have constructed a market leading solution for their ...