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Showing 91 - 100 of 696 results for %22Partners Wealth Group%22

Pretium Partners lands down under

CHLOE WALKER  |  TUESDAY, 30 AUG 2022
... corporate credit. Matthew brings nearly three decades of experience in supporting and expanding client offerings for limited partners including high-net worth individuals and sophisticated institutional investors such as endowments, sovereign wealth ...

Findex names co- chief executives amid plans to grow wealth capabilities

CASSANDRA BALDINI  |  WEDNESDAY, 24 AUG 2022
... appointed Tony Roussos and Matthew Games as its co-chief executives as part of a strategic expansion aimed at tripling its wealth operations. Over the next five years, the financial services company aims to triple the size of its wealth practice, growing ...

Charter Hall sells half-stake in office fund to GIC

ANDREW MCKEAN  |  MONDAY, 15 AUG 2022
... expansion with GIC provides further evidence of the value of prime real estate and of the commitment from our long-term partners to invest alongside our funds." "The CPOF portfolio has grown beyond $9.5 billion in scale and represents the single largest ...

Class bolsters leadership with new general managers

CHLOE WALKER  |  TUESDAY, 2 AUG 2022
... manager data/HUBconnect to develop and deliver data solutions that will enable efficiency and growth for our business partners and support the delivery of HUBconnect offers in market. Meanwhile, Hurley joins Class as general manager of growth, leading ...

Financial abuse linked to violence: CBA, UNSW

ANDREW MCKEAN  |  MONDAY, 1 AUG 2022
... Nation's communities, there is also the possibility for abuse in the broader family system. "Cultural values around shared wealth and resources can move beyond positive sharing and support to increase a victim-survivor's financial stress," Breckenridge ...

TIP Group appoints chief strategy officer

CASSANDRA BALDINI  |  MONDAY, 1 AUG 2022
... (TIP) has named Rachel Swift as chief strategy officer. Swift will split her time between Adelaide and Sydney, leading the wealth division's corporate advisory practice, effective immediately. She is a senior advisor, executive and director with ...

Perpetual Private hires from MLC, MetLife

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUL 2022
Perpetual Private has two new lead partners, including a former head of advice from MLC. It has also welcomed a national manager of trustee services. Chemere Brown and Matthew Le Belenger have joined, with Brown overseeing Victoria while Le Belenger ...

Certe acquires Genesis Financial Partners

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
Certe has acquired Genesis Financial Partners with a vision to create a large, integrated professional services firm with over 20 staff and nine advisers. Under the deal the specialist insurance advisory firm has acquired 60% of Genesis upfront and ...

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... Capital are all nominated for the inaugural award for best ESG portfolio. For licensee managed accounts, Alvia Asset Partners, DWA, Halcyon, Morgan Stanley Wealth Management, and Oreana Financial Services Portfolio Advisory Service have been named finalists. ...

Qualitas announces changes to executive leadership team

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
... brings 23 years of global institutional capital raising experience to the role. He previously co-founded Chauvel Capital Partners (CCP), a boutique real estate fund manager and held senior leadership roles with AMP Capital, Perpetual Limited and Prudential ...