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Showing 1101 - 1110 of 9276 results for "wealth"

Invartis enters Australian market

ELIZA BAVIN  |  WEDNESDAY, 10 JUL 2024
... consulting firm Invartis is expanding into Australia with plans to provide services to support superannuation funds and wealth managers. The new office will be set up in Melbourne and Nigel Jansz has been named as country head - Invartis Australia and ...

GAM launches alternative investments unit

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
... sustained growth. "GAM has a 40-year history of providing clients with access to innovative alternative asset classes for wealth and institutional investors," GAM chief executive Elmar Zumbuehl said. "As demand for active portfolio diversification and ...

Stake to operate under its own AFSL

ANDREW MCKEAN  |  MONDAY, 8 JUL 2024
Stake currently provides financial services as an authorised representative of Sanlam Private Wealth and global payments giant Airwallex; both hold an AFSL. But soon, Stake will operate under its own AFSL, offering services as an authorised representative ...

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
The Australian Wealth Advisors Group (AWAG) has taken a stake in Melican Financial Planning and added Murdoch Private Wealth to its licence. ASX-listed AWAG took a 20% stake in Melican Financial Planning, a firm that provides accounting, mortgage broking ...

ASX delistings outpacing new market entries

ELIZA BAVIN  |  MONDAY, 8 JUL 2024
... driving this market growth, including an increase in high-net-worth individuals (HNWIs), the ongoing intergenerational wealth transfer, and a preference for companies to stay or go private, the report found. The total number of companies listed on the ...

New technology chief joins GROW Inc.

JAMIE WILLIAMSON  |  FRIDAY, 5 JUL 2024
... last month. She will leverage her global experience in technology and data to "drive GROW's vision of levelling up wealth management." "Her leadership will be instrumental as we strengthen our position as industry leaders," the administrator said. ...

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.