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Showing 111 - 120 of 807 results for "Private Wealth"

EG, SIGMA to deliver Tasmanian distribution facility

CHLOE WALKER  |  TUESDAY, 1 MAR 2022
... September 2022. This latest investment opportunity has been offered to EG's wholesale investors on behalf of its private wealth division for the Long WALE Property Trust No. 3. "The ability to partner with a quality customer such as Sigma to deliver ...

Bravura names APAC managing director

JAMIE WILLIAMSON  |  TUESDAY, 22 FEB 2022
... seeing accelerating demand for our product suite, particularly our Sonata Alta and Digital Advice propositions. Our private wealth, portfolio administration and microservices solutions further extend our wealth management offering, ensuring Bravura is ...

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
... executive general manager, advice Matt Brown; Centrepoint Alliance group executive, advice Paul Cullen; Fortnum Private Wealth group chief executive Neil Younger and Synchron director Don Trapnell. LifeBid has not launched its technology solution to ...

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... $1.2 billion - the highest liability among the major financial institutions. While NAB Financial Planning and NAB Private Wealth have remediated most of this amount with respect to fees for no service misconduct, NAB's former subsidiaries have not. ...

Investors Mutual appoints strategic relationship manager

CHLOE WALKER  |  FRIDAY, 11 FEB 2022
... groups. Bowen joins IML from global manager PineBridge Investments, where he was vice president, wholesale, and private wealth, responsible for relationships with asset consultants, brokers and private wealth networks across Australia and New Zealand. ...

Alternatives platform hires from GAM

KARREN VERGARA  |  WEDNESDAY, 9 FEB 2022
... channel. Crewe joined Altive as a partner this month and most recently led the fundraising efforts for GAM's private wealth, wholesale, HNW, endowments and private bank clients. Before GAM, he worked in business development and investor relations ...

Pinnacle adds to US leadership

JAMIE WILLIAMSON  |  TUESDAY, 1 FEB 2022
... public pension plans, private pension funds, insurance companies, endowments and foundations, family offices and private wealth. The US is now Pinnacle's largest market by funds under management outside of Australia. Its most popular affiliates within ...

Mercer nabs Lonsec consultant

ELIZABETH FRY  |  MONDAY, 31 JAN 2022
... accounting services provider. Earlier, he worked at Centric Wealth as an investment support coordinator and at Garnaut Private Wealth as a portfolio administrative manager. Commenting on the appointment, Simon Eagleton, Mercer's investments leader ...

MFS recruits BNP Paribas executive

JAMIE WILLIAMSON  |  FRIDAY, 28 JAN 2022
... promoting MFS's broad range of fixed income and equity capabilities to key accounts, independent financial advisers, private wealth, and research relationships. Langlands is based in Melbourne and reports directly to senior managing director, Australia ...

EG Funds purchases popular CBD venues

CHLOE WALKER  |  TUESDAY, 25 JAN 2022
EG Funds (EG) has acquired two fully leased retail assets in Melbourne and Brisbane on behalf of its private wealth division. The latest of the two, the Anglers Tavern, at 2 Raleigh Rd, Maribyrnong VIC, was purchased for $23.33 million and is located ...