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Showing 101 - 110 of 1009 results for "Private wealth"

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
Ironbark Investment Partners has expanded its private wealth business with the acquisition of Mercury Private, a Sydney-based high-net-worth and family office firm. Established in May 2015, Mercury offers a range of financial services from investment ...

Apostle Fund adds two staffers

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... Apostle's evolution as it continues to build on its institutional heritage, and scales within the wholesale, and private wealth channels," he added.

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
Private wealth manager Escala Partners is poised for a management overhaul that could see the appointment of a new chief executive, according to people familiar with the matter. Two senior executives - co-chief executive Pep Perry and investment chief ...

Patience urged over 'shortsighted' super tax

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
... the SMSF sector and threatens to disrupt the delicate balance of our economic ecosystem." Wilson Advisory senior private wealth adviser Paul Aliprandi said despite concerns, patience is key. "We advise clients to remain patient until the Bill is reintroduced ...

Vista Equity Partners, S64 to bring strategy to APAC

MATTHEW WAI  |  FRIDAY, 9 MAY 2025
... volatility with potential AI upsides and acts as a portfolio diversifier, Vista said. Commenting, Vista global head of private wealth solutions and managing director Dan Parant said: "VistaOne provides a streamlined and efficient evergreen solution for ...

PIMCO recruits alternatives specialist

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
PIMCO, one of the world's largest fixed-income investment managers, has strengthened its private wealth team with a new hire. Lachlan Pullar has joined PIMCO and reports to David Orazio, the recently appointed Australian head of global wealth management. ...

Australian private capital sector totals $139bn: Report

MATTHEW WAI  |  THURSDAY, 8 MAY 2025
... September 2024, largely unmoved since December 2023. Private credit has become an attractive asset class among global private wealth investors due to its "floating rate" properties in a high-interest rate environment, with managers increasingly creating ...

OneVue, Spectrum drive Praemium to record FUA

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... December end, it had just $73 million in FUA. "We are pleased with the ongoing interest in this product across the private wealth sector and have a strong pipeline for the remainder of 2025," Praemium chief executive Anthony Wamsteker said. Meantime ...

Coller Capital hires from L1 Capital

KARREN VERGARA  |  TUESDAY, 22 APR 2025
Coller Capital appointed a new director for its private wealth team who recently finished up at L1 Capital. Alexander Ordon joined Coller Capital in March as a director for Australia and New Zealand to support the private wealth secondaries solutions ...

Longreach poaches CFS wealth director

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... Colonial First State Investments, to strengthen its fundraising efforts. Based in Brisbane, Skulskaya will cover private wealth and family office clients for Longreach Capital Advisors, which is led by Andrew King. "Our product and manager lineup is ...