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Showing 111 - 120 of 1026 results for "Private Wealth"

Wealth groups tap operations leads

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
Viola Private Wealth and Aura Group have appointed new operating leads, while MA Asset Management's COO has headed out the door. Aura Group has named Nathan Harris as its new chief operating officer as the firm continues to expand in the private ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025
... including GQG Partners, Magellan Asset Management, and Ankura Capital. In the new role, Flygare will consult to private wealth, family office, institutional and endowment clients. Noting that the advice market continues to evolve, Hawke said Ascalon ...

Evidentia announces two new starters

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
... attracting the most talented professionals in the industry to continually enhance our service and advice to our partner Private Wealth firms." A second starter, Pierre-Hedzer Marchi,has also joined as head of quantitative Investments.He held a similar ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
... February 2024. During this time, Rogan was a financial adviser with Fincare and an authorised representative of Private Wealth Pty Ltd. Her authorisation was revoked in February 2024. Rogan was banned for engaging in misleading or deceptive conduct. ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
... International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr. The Fidelity Global Top 50 ex Australia Portfolio draws on the firm's global research ...

Remara adds private wealth lead

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... Alternative assets firm Remara Investment Management has welcomed a new head of distribution to cater to the firm's private wealth clients. Wayne Richardson joins Remara Investment Management with nearly two decades of experience in financial services ...

LGT Crestone, AUSIEX acquisitions finalised

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
... finalised its acquisition of FIIG Holdings, while LGT Crestone's takeover of Commonwealth Bank of Australia's (CBA) private wealth business has completed. AUSIEX, which is a subsidiary of Nomura Research Institute (NRI), has now expanded into over the ...

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 ...