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Showing 101 - 110 of 3356 results for "Wealth Management"

Ascalon Capital acquires Evergreen Consultants

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
... excellence, governance and adviser partnerships. The deal will strengthen Ascalon's position in the domestic wealth management market by leveraging Evergreen's independent research, disciplined portfolio construction and high-touch client models, Ascalon ...

Bell Financial Group names inaugural investments chief

KARREN VERGARA  |  FRIDAY, 7 NOV 2025
... strategy to provide investment advice and services to a broad range of Australian investors. As a diversified wealth management business, it reflects our desire to become the wealth manager of choice for Australians seeking trusted advice that supports ...

Former Selfwealth chief lands new gig

MATTHEW WAI  |  FRIDAY, 7 NOV 2025
... executive we look forward to making further announcements in the future." Selfwealth was acquired by Syfe, a wealth management platform operating across Singapore, Hong Kong and Australia, in February.

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
Perpetual confirmed it is in exclusive talks with Bain Capital Private Equity to offload its wealth management business following media reports. The $232 billion fund manager said it signed an exclusivity deed with Bain Capital Private Equity to further ...

AusFood Super names investment chief

ELIZABETH FRY  |  THURSDAY, 30 OCT 2025
... clients across Australia. Before joining the global asset manager, Dinham held several senior positions in the wealth management sector, including head of research in Macquarie Bank's wealth management division, chief investment officer at StatePlus ...

FAAA names new board members

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
... The finalists of the FAAA Certified Financial Planner Professional of the Year Award are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent Advisory's Joe Stephan. Those competing for the FAAA Adviser ...

FEATURE: Fund admin | Tight Ship

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... 0.23% largely due to the strong growth in AUM year on year. KPMG Australia national sector leader, asset and wealth management Linda Elkins says there has been a lot of marketing and promotion that lower admin fees are advantageous. "It is. Every dollar ...

Regal Partners makes two senior hires

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... she drove profitable growth in funds under management for its affiliated boutiques. She also worked at Plan B Wealth Management in Auckland earlier in her career.

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
... throughout FY26, and bring us closer to our vision to be Australia's leading and most efficient diversified wealth management company by 2030." Providing an update on the CC Capital takeover, Hartley said the bid remains subject to several regulatory ...

Rumours swirl around Perpetual's wealth business sale

ELIZA BAVIN  |  THURSDAY, 23 OCT 2025
... speculation but said no deal has been struck yet. "Perpetual notes speculation regarding the proposed sale of its wealth management business, which was originally announced on 24 February 2025," Perpetual said in an ASX announcement. "Perpetual is continuing ...