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Showing 121 - 130 of 3356 results for "wealth management"

Wealth and asset management to "significantly" consolidate by 2029: Oliver Wyman

RIDDHIMA TALWANI  |  FRIDAY, 3 OCT 2025
... managers. As we move ahead, it is expected that inter-sector deals will make headlines, including cross-asset and wealth management transactions, as well as managers interacting with other sectors, mainly insurance companies. While acquisitions in the ...

Ironbark snaps up trio of hires to supercharge wholesale team

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... who joined Ironbark in 2018, managed key relationships with financial advisers, asset consultants, platforms, wealth management groups, and private clients. Before Ironbark, Baker was distribution director at Capital Group and strategic account manager ...

Ex-Qantas Super private markets lead lands new gig

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... head of the Southern region for investment services, and will work with clients on investment strategies and wealth management. At Qantas Super, Chen led private markets investments across private equity, real assets, venture capital, and impact. He ...

Super Moves: ANZ Staff, Aware, Equip, ART, VFMC

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... Investment Committee. Earlier in his career, Utreja held roles at ANZ Wealth, Mercer Investment Consulting, Macquarie Wealth Management and Mercer Investments. Finally, Rob Pereira has taken on a new role as senior portfolio manager, strategic asset ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... nail. Knox points to the banks' runaway success with digital or online banking, believing that somehow, the wealth management industry can replicate this trajectory. "The question is, can we get personal advice available to people on a laptop? Yes ...

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
... schemes and research houses. This, despite the government opting to drop its planned inquiry into the collapse of wealth management firms, namely Dixon Advisory. ASIC's investigation into UGC had found it advised prospective clients to establish ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
... The finalists of the FAAA Certified Financial Planner Professional of the Year Award are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent Advisory's Joe Stephan. Those vying for the FAAA Adviser of the ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
Mergers and acquisitions (M&A) in the US wealth management sector have reached unprecedented levels over the last five years and the local sector is poised to benefit highly from this, according to Berkshire Global Advisors (BGA). Bomy Hagopian, a partner ...

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
LGT Crestone has rebranded to LGT Wealth Management Australia. This firm said the move marks its ambition to lead the nation's private wealth sector and cement its alignment with LGT's global reputation. LGT said for clients, the rebrand reinforces ...

FSC appoints two new directors

ELIZA BAVIN  |  TUESDAY, 16 SEP 2025
... executive of Insignia Financial - a role he took on in 2024. Prior to that, he was chief executive of AMP Australia Wealth Management. He was also previously chief executive of Sunsuper. Before joining Sunsuper, Hartley led NAB's corporate and institutional ...