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Showing 1 - 9 of 9 results for "Partners Wealth Group"

Partners Wealth Group names head of alternatives

CHLOE WALKER  |  MONDAY, 24 JUL 2023
... and research roles across AMP Capital, BT Funds Management and Craig Investment Partners in New Zealand. Partners Wealth Group chief investment officer Graeme Bibby said Juventin's appointment will add depth to its alternative investment due diligence ...

Dexus, Partners Wealth Group airport fund to take off

CHLOE WALKER  |  MONDAY, 5 JUN 2023
Partners Wealth Group has joined forces with Dexus to offer wholesale buyers the opportunity to invest in Melbourne Airport through its new APAC Wholesale Airports Fund. The fund, dubbed WAF, also provides exposure to the Australia Pacific Airports ...

Partners Wealth appoints private wealth lead

JAMIE WILLIAMSON  |  MONDAY, 23 MAY 2022
Partners Wealth Group has hired a new head of Partners Private, hiring a former AMP Capital and Hume Partners senior portfolio manager. Andrew Lally has joined in the role, bringing within him about 25 years' experience across funds management and family ...

Partners Wealth Group launches Partners Private

ELIZABETH MCARTHUR  |  TUESDAY, 7 DEC 2021
Financial advice firm Partners Wealth Group has launched a new venture for sophisticated and wholesale investors. Partners Private will provide access to investments for individuals, who meet the definition of a sophisticated or wholesale investor ...

New role for Mutual Trust investment chief

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
... and AIA Australia chief investment officer Graeme Bibby has joined a wealth management firm. Bibby is now Partners Wealth Group's chief investment officer. He has 25 years of experience, including in consulting at Russell and Mercer. He was the chief ...

HUB24 hires managed portfolios lead

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
... the ground running, securing the exclusive launch of Milliman's first range of managed accounts. Former Partners Wealth Group general manager Brett Mennie has joined HUB24 as the platform's head of managed portfolios, after a short stint at the advice ...

Advice group adds general manager

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2019
... J.P. Morgan Asset Management has taken on a leadership role at a diversified wealth management business. Partners Wealth Group is welcoming Brett Mennie to the role of general manager, wealth. He will be responsible for leading the strategy and network ...

New advisers in need of extra training

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
A training program launched by Partners Wealth Group is hoping to equip new financial advisers with the client relationship tools they may not gain through academic studies. The Partners Wealth Group Associate Advisor Academy (AAA) has been designed ...

Spike in SMSF borrowing breaches

MARK SMITH  |  FRIDAY, 23 JAN 2015
... been a spike in the number of self-managed super fund (SMSF) breaches related to borrowing, research by Partners Wealth Group shows. The number of SMSFs requiring a contravention report to be lodged with the ATO has fallen over the past year and consistently ...
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