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Showing 91 - 100 of 805 results for "Perth"

Koda Capital restructures Investment Strategy Group team

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2023
... experience at Old Mutual and Sanlam Investments. James Gouldson also joined in May as head of managed portfolios, based in the Perth office. The changes are the result of a six-month process aimed at strengthening capabilities and enhancing support for ...

Centuria wins $500m mandate

CHLOE WALKER  |  MONDAY, 11 SEP 2023
Centuria Capital has secured a $500 million mandate from a mystery US private investment firm to invest in industrials. The mandate, dubbed the 'Last Mile Logistics Partnership (LMLP), aims to acquire assets within supply-constrained infill industrial ...

Income Asset Management appoints head of sales

ANDREW MCKEAN  |  TUESDAY, 5 SEP 2023
... Brisbane. Her remit will also include spearheading IAM's expansion into the West Australian market and to open an office in Perth. "With a growing sales team, Jenna will also be responsible for leading, mentoring and managing the sales team to achieve ...

Integro Private Wealth acquires Wealth Advantage

CHLOE WALKER  |  FRIDAY, 25 AUG 2023
The Perth-based family office advice firm has officially taken on Albany-based firm Wealth Advantage Group, in a strategic move to target more family offices across the state. While Wealth Advantage will remain in its Albany office, its staff have already ...

Zenith chief exits, names successor

KARREN VERGARA  |  MONDAY, 21 AUG 2023
... at Lonsdale. Jason Huddy joined Zenith as chief operating officer in 2019. His career began at National Mutual (AXA) in Perth; he then spent over 16 years with Macquarie, including three years leading its banking and financial services business in the ...

ASIC permanently bans former financial adviser

CASSANDRA BALDINI  |  TUESDAY, 27 JUN 2023
... prevents Wertheimer from engaging in any credit activities and from providing any financial services. It also stops the former Perth adviser from controlling an entity that carries on a financial services business or another person who engages in credit ...

Centuria looks to grow WA portfolio

CHLOE WALKER  |  FRIDAY, 23 JUN 2023
... another recent acquisition, the Margaret River Coles shopping centre in April. It also follows the merger between Centuria and Perth-based real estate funds manager PrimeWest. "Our portfolio consists mainly of smaller neighbourhood shopping centres... ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... portfolio assistance, whilst not requiring the full personal advice service. "As a well-established firm with offices in Perth and the Wheatbelt region of Western Australia, we have helped a very large number of clients establish their SMSF as a means ...

Perth-based Ponzi scheme shut down by court

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2023
A Perth woman has been permanently banned from running a financial services business, while the $11 million illegal investment scheme she ran will be wound up. Monica Kaur, through her business MKS Property Investments/Developments, encouraged around ...

Blackwattle Investment Partners debuts

CHLOE WALKER  |  TUESDAY, 23 MAY 2023
... has launched with over six years of capital backing and plans for four fund launches come July. Already, investors include Perth's Mimaro Family Office and the Wall Family Office, as well as private investors William Taylor and Kemper Shaw, former NAB ...