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Showing 101 - 110 of 1026 results for "Private Wealth"

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
ASIC is suing Fortnum Private Wealth for allegedly failing to manage and comply with its cybersecurity obligations that exposed the information of its financial advisers and clients. In the NSW Supreme Court, ASIC alleges Fortnum exposed its authorised ...

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... consulting, fund manager research, and financial planning, Currie adds depth to Ascalon's capability in supporting Private Wealth, Institutional, and Family Office clients. Before his four years at Zenith as an investment consultant, Currie also ...

HNWIs, family offices embracing private real estate credit

ELIZA BAVIN  |  THURSDAY, 17 JUL 2025
... may invest initially because they are attracted to the underlying property." In line with the research, Rivkin Private Wealth managing director Thomas Silitonga said the wealth manager has steadily increased its investment in private real estate credit ...

Beware risks in private markets: bfinance

MATTHEW WAI  |  THURSDAY, 17 JUL 2025
... last decade, so too has the level of risk involved, a report states. According to bfinance's Private Markets for Private Wealth: Democratisation vs Retailisation report, 61% of wealth managers increased private market allocations in the three years to ...

Australian Ethical promotes pair to accelerate growth

MATTHEW WAI  |  WEDNESDAY, 16 JUL 2025
... Meanwhile, Theau will lead the investment management business offering managed funds through financial advisers and private wealth firms as group executive of investment management and chief investment officer. His role will oversee the growth of this ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... investment Douglas Isles and head of institutional distribution Charlie Brooks have both exited the business, along with private wealth strategic account manager Michael Rockliff. Isles, a longstanding member of the firm's management committee, will ...

Blue Owl launches fund to sophisticated investors

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... the net asset value. The minimum investment amount is $100,000. Blue Owl president and chief executive of global private wealth Sean Connor said partnering with Koda Capital is a significant step in the firm's global expansion strategy. "Koda's reputation ...

LGT Crestone promotes investment duo

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... within its chief investment office, strengthening its asset allocation and capital markets leadership. Firstly, the private wealth firm has promoted Matthew Tan to head of asset allocation, acknowledging his significant contribution to the firm's ...

Evidentia assembles inaugural executive leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
... suite of offerings," Evidentia said. Hugh Holden, formerly a principal for asset consulting at Evidentia, now heads private wealth, and is tasked with driving the firm's private separately managed account solutions and leading the business consulting ...

Escala unveils new leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
Private wealth group Escala Partners has made changes to its leadership structure as it officially integrated into global financial services firm Focus Financial Partners. Although Escala joined Focus' network of independent wealth management firms ...