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Showing 91 - 100 of 616 results for "Wealth manager"

Making a splash: The economic impact of AUKUS

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
The controversial $370 billion pact between the US, Australia, and the UK, or 'AUKUS', is being sold as a boon for the economy and nation-building exercise that will amplify defence capabilities and strengthen regional security. But is it all ...

European private equity strategy launches down under

KARREN VERGARA  |  THURSDAY, 10 OCT 2024
Global firms S64 Capital and HG Capital have joined forces to bring their flagship private equity offering to Australia. The firms are launching the Hg Fusion Private Capital Fund (HFPCF) to local investors as a feeder fund in the form of a unit trust. ...

Mercer names investment solutions lead

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
Mercer Australia has promoted one of its senior consultants to head of wealth management investment solutions in a bid to increase bench strength in that business. Rebecca Jacques takes on the new role after six years with the firm. Mercer's chief ...

AMP hires GM risk, compliance

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... new general manager of risk, compliance, and policy who recently finished up at ClearView. Cloe Reece joined the wealth manager this month after spending more than two years as ClearView's chief risk officer, where she led the group risk and compliance ...

Betashares completes Bendigo Superannuation acquisition

KARREN VERGARA  |  MONDAY, 2 SEP 2024
... part of Betashares' expansion plans, buoyed by Temasek Holdings' recent $300 million investment into the wealth manager in exchange for an undisclosed minority holding. "Betashares' immediate focus is on providing a smooth continuation of ...

Australia a 'regional private wealth hotspot': Preqin

ANDREW MCKEAN  |  WEDNESDAY, 28 AUG 2024
Australia is a top regional private wealth hotspot, with the greatest proportion of investors, many of whom are looking to alternatives, according to a Preqin report. The data provider's report highlighted that among all private wealth investors in ...

Insignia Financial books $185m loss, halts dividends

JAMIE WILLIAMSON  |  THURSDAY, 22 AUG 2024
... $191 million. The transformation and separation costs incurred are related to several strategic initiatives the wealth manager has taken on in recent times, including the migration of MLC Wrap to Expand, the creation of Rhombus Advisory, and the several ...

How many advisers will Australia have in 2044?

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
The financial advice sector could see the number of registered advisers sink to 11,000 and as low as 5500 in 20 years' time, Rainmaker Information predicts. These are some of the scenarios forecasted in the Rainmaker Adviser report. A more optimistic ...

Insignia Financial looks to slash redundancy entitlements

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2024
... (FSU) is calling on Insignia Financial to rethink a proposed overhaul of redundancy pay arrangements after the wealth manager tabled a plan to cut entitlements by more than half. The FSU is currently negotiating a new Enterprise Agreement (EA) with Insignia ...

Wealth managers rev up for Lifeline, Starlight

KARREN VERGARA  |  FRIDAY, 19 JUL 2024
The Berry Motorfair returns this year with the aim of raising $150,000 for Lifeline Australia and the Starlight Children's Foundation. The event will be held on November 24 at the Coolangatta Estate Winery in Shoalhaven Heads, New South Wales. The ...