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Showing 111 - 120 of 698 results for %22Partners Wealth Group%22

Clime acquires private wealth firm

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
Clime Investment Management has acquired a Melbourne wealth management business for $7 million. The ASX-listed manager will acquire MTIS Wealth Management on July 1, adding about $380 million in funds under management to its pool and total gross revenues ...

Morrison & Co appoints inaugural partners

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... Morrison & Co deliver stand-out investment performance on a global stage, he said. "The goal of this inaugural group of partners will be to build from our outstanding track record of the past three decades and to hand a bigger, better Morrison & Co to ...

Schroders private wealth sales lead in new role

JAMIE WILLIAMSON  |  TUESDAY, 10 MAY 2022
... funds management Nicholas Harris in the same role in April and naming Victoria Hardie as managing director of HMC Capital Partners. She joins from UBS where she was co-head of real estate investment banking and commences later in the year. Schroders ...

BennBridge appoints new chief executive

ANDREW MCKEAN  |  THURSDAY, 5 MAY 2022
... the experienced leadership team at BennBridge and the broader BFM Group as well as working with the business's boutique partners. "I'm very excited to be joining a high-quality team during a time of accelerated business growth," he said. "The business' ...

Australian Ethical hands down tech mandate

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
... solving critical business issues, driving efficiencies and cost savings not just for financial advisers but for the broader wealth industry," Whelan added. At the time of the rebrand, Whelan said: "At DASH, we see ourselves as a technology partner, rather ...

Pallas Capital strengthens distribution team

CHLOE WALKER  |  THURSDAY, 28 APR 2022
Brad Gowenlock and Esther Fang have each been welcomed as partners in Pallas Capital's distribution team. ​As part of their roles, Gowenlock and Fang will be servicing high-net-worth investors, family offices and institutional investors in Australia ...

Fitzpatricks expands QLD presence

JAMIE WILLIAMSON  |  TUESDAY, 26 APR 2022
Fitzpatricks Private Wealth has grown its network, adding a Fortitude Valley practice. Rothgard Financial Partners has officially joined the dealer group, having worked closely in recent years to pivot the former towards the private client market. Rothgard ...

Mayfair sues Mission Beach lender

ELIZABETH MCARTHUR  |  THURSDAY, 14 APR 2022
... Services and the $30 million penalty handed down to Mayfair companies. In March 2021, the court found Mayfair Wealth Partners and Online Investments (trading as Mayfair 101), M101 Nominees Pty Ltd and M101 Holdings Pty Ltd engaged in misleading or deceptive ...

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
... expertise will strengthen the group's commitment to new and existing practices within the Lifespan community. "Tony has a wealth of experience in the financial planning space, and in growing and managing self-licensee businesses," Ardino said. "We are ...

Mawhinney appeals 20-year ban

ELIZABETH MCARTHUR  |  MONDAY, 11 APR 2022
... toward protecting their interests. We won't rest until this is made right." In March 2021, the court found Mayfair Wealth Partners and Online Investments (trading as Mayfair 101), M101 Nominees Pty Ltd and M101 Holdings Pty Ltd engaged in misleading ...