Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 121 - 130 of 1009 results for "Private wealth"

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... and specialist consulting services accelerates, he will play a pivotal role in growing JANA's business with private wealth firms, advisory practices, and family offices. Wilson will focus on enhancing consulting services and delivering tailored investment ...

Aussie instos on the hunt for niche opportunities

ELIZA BAVIN  |  WEDNESDAY, 19 MAR 2025
... globally. "Private credit opportunities remain strong globally, with a significant amount of both institutional and private wealth investors continuing to look offshore to complement their existing Australian private credit allocations," Kleinig said. ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... when the demand for financial advice is high, and adviser numbers are low," Morris said. Likewise, Ords head of private wealth Frank Hegerty said it's encouraging to see many established wealth management professionals view the firm as a wealth manager ...

Ares builds up wealth team with Fidante poach

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... our clients with the highest standard of investment capabilities and delivers innovative solutions to Australian private wealth investors, and we are confident that Matthew will help advance that goal," he said. Holberton earlier worked for Pinnacle ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
The private wealth firm has snapped up two staffers from Perpetual - a senior wealth adviser and director of philanthropic services. Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... acumen of the experienced people across our network." It will sit alongside Entireti's other businesses, Fortnum Private Wealth and Personal Financial Services. It follows the appointment of an external creative agency and consultation with The Advisers ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... reduce the end cost to our clients by better utilising our current products and solutions," it said. Clime's private wealth offering - Clime Private Wealth (CPW) and MTIS Wealth Management are in the process of fully integrating with CPW Queensland ...

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... from strength to strength.," Wilson said on being promoted to the new sales job. Wilson previously served as a private wealth adviser at Macquarie Group and Ord Minett.

Property developer, investment firm goes 'all in' on Australia

ANDREW MCKEAN  |  WEDNESDAY, 26 FEB 2025
... strategy. Oreana's acquisitions and investments in the financial services sector include the acquisition of NAB Private Wealth Hong Kong in 2016 and former financial advice group Grant Thornton Private Wealth. It launched its Australian financial ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... distribution team and better support its institutional and wholesale marketing efforts. Scott Curtis joins as director for private wealth and family office, based in Sydney. Bringing 10 years of industry experience to the role, he joins from Warakirri ...