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Showing 1101 - 1110 of 9270 results for "Wealth"

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
... services comprises Interprac Financial Planning, Sequoia Financial Advice, as well as the family office, corporate finance, wealth management, asset management, specialist investments. It also includes its media business, Informed Investor, ShareCafe ...

Channel Capital, Arnott Capital set up strategic partnership

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... Arnott Capital manages approximately $500 million for clients including family offices, high-net-worth individuals, private wealth groups, and institutional investors.

Aviva exits Australia, shutters fund

KARREN VERGARA  |  TUESDAY, 2 JUL 2024
... the region, as reported by sister publication Industry Moves, centralising insurance solutions, institutional, and global wealth in Singapore. "As a result of these changes, Aviva Investors will be exiting its domestic Australian retail fund distribution ...

Pacific Current names acting chief executive

KARREN VERGARA  |  MONDAY, 1 JUL 2024
... 1. Her work experience includes leading the financial planning unit of NAB and serving as managing director of Executive Wealth Strategies. Among her numerous board roles, Dawson is a non-executive director at Vision Super.

New recruits top advice industry priority: FAAA

KARREN VERGARA  |  FRIDAY, 28 JUN 2024
... time when the demand for financial advice is growing, particularly among the recipients of the massive intergenerational wealth transfer that is tipped to be worth $5 trillion. In the 2025-26 financial year, the association will double down on increasing ...

Local Aviva Investors managing director to exit

ELIZABETH FRY  |  FRIDAY, 28 JUN 2024
... centralise distribution in its Singapore office around three key channels: insurance solutions, institutional and global wealth. "As a result of these changes, Aviva Investors will be exiting its domestic Australian fund distribution operation and realigning ...

Clime completes Madison Financial sale

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
... Investment Management has completed the sale of Madison Financial Group after entering a strategic partnership with Infocus Wealth Management. The parties previously entered a full form binding sale deed to implement the sale and strategic partnership ...

Australian wealth rises to $16.2tn

ELIZA BAVIN  |  THURSDAY, 27 JUN 2024
Data from the Australian Bureau of Statistics (ABS) revealed household wealth rose for a sixth straight quarter, by 2.7% in the March quarter to total $16.2 trillion. Residential land and dwellings was the largest contributor to quarterly growth in ...

Partners Group launches private infra fund

KARREN VERGARA  |  WEDNESDAY, 26 JUN 2024
... high barriers to entry; and low risk of disruption. Partners Group currently manages $4.5 billion on behalf of private wealth clients in the country across a range of strategies, including its Global Value Fund and Global Income Fund. Nicholas Kuys ...

Coller Capital hires former J.P. MAM executive

KARREN VERGARA  |  WEDNESDAY, 26 JUN 2024
A former J.P. Morgan Asset Management executive has been appointed the lead of Coller Capital's private wealth distribution unit for Australia and New Zealand. David Hallifax, the former head of Australia funds at J.P. Morgan Asset Management, assumes ...