Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 805 results for "Private wealth"

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... expanding its remit into the financial advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's new initiative. This new model of engagement ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti. Last November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly ...

Vale Wayne McGauley

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... capabilities as well as cultivating close relationships with asset consultants, independent financial advisers, and private wealth firms. Wheelhouse managing director Alastair MacLeod told Financial Standard McGauley would be deeply missed. "Wayne loved ...

Former AMP Capital research lead joins family office

ELIZABETH FRY  |  MONDAY, 15 APR 2024
... direct lending, real estate private equity, and private equity for institutional investors, family offices, and private wealth managers. Dixon said the attraction of his new role is the diversity of deal flow, analysing non-core sectors, a smaller team ...

GBST develops private equity platform

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... limited," Caser said. "We've seen Australian private equity firms turning to offshore institutions and domestic private wealth platforms as superannuation funds retreat from the middle market. "But we've now changed all that."

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... growing pool of South Australian clients. These include the University of Adelaide, Return to Work SA and Perks Private Wealth. Purkis has risen quickly through the ranks having joined Frontier as an associate in 2021 after five years in funds management. ...

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... Hallinan has been at the forefront of the evolution of investment management in Australia for more than 30 years. "As private wealth investors shift focus from public to private market portfolio solutions, his experience will be invaluable for our clients," ...

Hamilton Lane debunks private market myths

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... carrying value. The investment manager also challenged the notion of a bleak fundraising market. According to its Private Wealth survey, nearly 75% of private wealth respondents intend to increase their allocations. "... there is a massive delta between ...

EG to target intermediaries

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
... seven years at Macquarie Group. "At the moment, we are building our product strategy for the next few years in private wealth," Weingarth said. Weingarth explained that the business was initially built off high-net-worths and then moved to raise capital ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... warm hands while they are able to," he noted. McCrindle said baby boomers and builders control $6.2 trillion in private wealth. "Over the next few decades, much will be transferred and passed on to their grandchildren," he said. The fourth megatrend ...
PREVIOUS
NEXT