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Showing 121 - 130 of 14114 results for "Group 1"

Australian Unity names new wealth chief

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
Australian Unity has named the successor of Esther Kerr, who departed the organisation last year. Balaji Gopal will join the firm as chief executive and group executive for wealth and capital markets on August 24, replacing Adam Vise who has been in ...

MaxCap appoints chief executive

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
MaxCap has named deputy chief executive and chief financial officer Kylie Robb as chief executive, effective July 1. A MaxCap spokesperson told Financial Standard Robb was brought into the business in the deputy chief executive role two years ago with ...

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
... Hubco strategy, under which it is selling its consumer-facing subsidiaries to its first Hubco investment, Titan Advice Group (TAG). It is divesting from its subsidiaries Vesta Partners and Vesta Wealth Partners to TAG, which helps high-quality advice ...

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
Centrepoint Alliance has completed the acquisition of the client books and employed advisers from Cairns Wealth and Pinnacle Wealth further expanding its salaried financial advice business. The ASX-listed advice group confirmed final settlement of the ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
Bell Financial Group (BFG) has launched Bell Potter Private Wealth (BPPW), a new platform that helps service its 300,000 clients with $92.1 billion in funds under advice. The platform centralises investment advice, portfolio management and consolidated ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
Esencia Wealth has continued its national expansion strategy, merging with New South Wales-based Cove Financial Group in a deal that brings around 650 clients and four financial advisers into the business. The Shellharbour-based advice firm is Esencia ...

Five V Capital welcomes new C-suite appointment

MATTHEW WAI  |  WEDNESDAY, 1 JUL 2026
The Sydney-based boutique investment manager focussing on venture capital and private equity has welcomed a new member to its executive line up. Larissa Reyes has joined Five V Capital as chief people officer, brining over two decades of experience ...

Stablecoins a key to instant access to global credit markets

MATTHEW WAI  |  TUESDAY, 30 JUN 2026
As the world enters a digital age, digital assets like stablecoins are not only opening doors for assets like private credit funds that were exclusive to institutional investors, but also a debt universe that is no longer limited to the domestic market ...

Euroz Hartleys sells capital markets arm to Canada's BMO

RIDDHIMA TALWANI  |  TUESDAY, 30 JUN 2026
Euroz Hartleys has sold its capital markets business to Canada's BMO Financial Group (BMO) for $145 million in an all-cash deal. The divestment will allow the ASX-listed wealth firm to be a standalone pure-play private wealth business, it said. Both ...

Future Group to internalise super trustee structure

MATTHEW WAI  |  MONDAY, 29 JUN 2026
Future Group is acquiring WTW's superannuation licensed entity, Stewarda, to establish trustee capabilities in house. The transaction is subject to APRA's approval. Stewarda holds an APRA extended public offer RSE licence allowing it to act ...