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Showing 101 - 110 of 3432 results for "Wealth management"

JBWere makes senior advice hires

STAFF WRITER  |  WEDNESDAY, 15 APR 2026
... Daniel Walsh has been appointed executive, advice at JBWere following several years in Morgan Stanley's wealth management division as an executive director and NSW state manager. He's also previously spent over eight years at Perpetual and worked ...

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
... for about 10 years until December 2021 before moving to Count for less than a year. He then joined Priority1 Wealth Management Group for about six months prior to Financial Services Group Australia. After leaving Financial Services Group Australia, Monte ...

Merchant pledges long-term commitment to Australia with new hires

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... and operating complexity across the advice industry. Melville brings more than 30 years' experience across wealth management, financial advice, and banking. He spent over 20 years at Macquarie Group, most recently leading the virtual adviser network ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026
... Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex and cross-border investment profiles. Burgmann ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... investments. It can't be a one and done." Outgoing ASIC chair Joe Longo has admitted that failures hit the wealth management ecosystem far and wide and reached an "industrial scale" that implicated research houses, trustees, lead generators, auditors ...

S64, Ardian partner to launch new fund

ELIZA BAVIN  |  MONDAY, 23 MAR 2026
... Ardian Access Infrastructure Fund, an evergreen Australian unit trust. The collaboration will give Australia's wealth management industry access to Ardian's infrastructure strategies through the S64 platform. The fund gives investors access to private ...

BNP Paribas AM to turbocharge $2.6tn AUM by 2030

KARREN VERGARA  |  FRIDAY, 20 MAR 2026
... $818 million and operating expenses will be flat over the period. BNP Paribas AM comprises asset management, wealth management and insurance. The majority or 66% of its total assets of nearly $4 trillion come from the asset management business. Across ...

PIMCO appoints local managing director

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... based in the Asia-Pacific region. Also elevated is Marcio Bogoric, now managing director and head of global wealth management for Asia ex-Japan. Bogoric leads a regional team focused on delivering investment solutions to private banks, retail banks ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... wealth platform following its recent acquisition by Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion in funds under advice, in a deal worth roughly $550 million. Lloyd, a high-profile figure in ...