 AZ NGA positions for growth with key appointmentBY JAMIE WILLIAMSON | MONDAY, 24 FEB 2025 12:47PMFormer Fitzpatricks Financial Group chief executive Jodie Blackledge is joining the leadership team of AZ Next Generation Advisory (AZ NGA). Related News |
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Sidra Capital expands in Australia
Sidra Capital is expanding into the Australian market via the launch of a private credit fund that invests in the local mining and energy sectors.
Generation Development Group enters ASX 200
Generation Development Group has posted record inflows across its managed accounts and investment bonds businesses and capped off the milestone by entering the ASX 200.
UK watchdog to open Australian office
The UK's Financial Conduct Authority (FCA) will open an office in Australia so that the regulator can assist UK firms in entering the local market and vice versa.
Australian equity fund manager in a league of its own: Mercer survey
An Australian equity fund manager has run circles around its rivals over the year to March, according to Mercer's most recent investment survey.
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The gatekeeper fallacy: A critical analysis of financial advice regulation in Australia
The current regulatory framework for financial advice in Australia rests on a fundamental misconception that threatens both consumer protection and industry ...
How family shapes our financial futures
It doesn't take our 100+ years of collective wealth management experience to know that intergenerational wealth is a hard problem.
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Paul Heath
CHIEF EXECUTIVE OFFICER
KODA CAPITAL PTY LTD
KODA CAPITAL PTY LTD
Koda Capital chief executive and founding partner Paul Heath grew up a stone's throw from the company's chair Steve Tucker in Perth. Their eventual collaboration gave rise to one of Australia's premier independent wealth management firms. Andrew McKean writes.
