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Showing 1431 - 1440 of 9279 results for "wealth"

Netwealth to distribute private markets offering

ANDREW MCKEAN  |  THURSDAY, 19 OCT 2023
... team, along with a bespoke suite of educational tools. Netwealth will offer access to wholesale managed funds through its Wealth Accelerator Multi Asset Portfolio service. Additionally, advisers can tap into a range of private market investments, including ...

Interest rates, liquidity top of mind for Future Fund

KARREN VERGARA  |  THURSDAY, 19 OCT 2023
... officer Alicia Gregory. Gregory told the CFA Societies Australia Investment Conference yesterday that how the sovereign wealth fund invests in every asset class is done through the lens of rising interest rates. "Since 2021, we've been talking about ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
A Fidelity International report shows that although most Australians feel obligated to share their wealth with future generations, a mere one in 10 have prepared a comprehensive estate plan. Drawing on nationally representative data by research firm ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
Launching in late October, Source Wealth will provide flexible, goals-based advice backed by technology. Source Wealth founder Michael Sauer brings nearly a decade of experience in financial services to the firm, having served at Tribeca Financial ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
The Adelaide-based specialty financial services provider has partnered with Mantis Funds to bring investment bonds to wealth managers, financial advisers and high-net-worth individuals (HNWIs). As part of the deal, Mantis will become the exclusive external ...

BlackRock unveils new gold ETF

CHLOE WALKER  |  TUESDAY, 17 OCT 2023
... solutions, together with a range of core index building blocks and other portfolio offerings, BlackRock Australasia head of wealth Chantal Giles said. "Gold has had a long history of remaining resilient during multiple business cycles and volatile market ...

PSK acquires Perth-based advice group

CASSANDRA BALDINI  |  TUESDAY, 17 OCT 2023
PSK Private Wealth is expanding into Perth with the acquisition of Sage Financial Group. Sage has more than 30 years of history, founded by Peter Tucker and John O'Neill in 1989. Under the acquisition, all its team, comprised of 20 employees and ...

CBRE IM appoints APAC managing director

CASSANDRA BALDINI  |  MONDAY, 16 OCT 2023
... Gallagher, who is based in Sydney, will be responsible for leading client engagement activities with institutional and wealth management investors across real assets categories in Australia, New Zealand, and Southeast Asia. Gallagher has over 25 years ...

Keppel private fund expands into Australia

CHLOE WALKER  |  FRIDAY, 13 OCT 2023
... acquired two education assets in Sydney for $198 million. Backed by institutional investors, including a large sovereign wealth fund and pension funds, KEAF's investment objective is to make strategic investments in education-related assets, including ...

GQG adds local sales staffer

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... Geelong-based practice for four years. Most recently, Pantè worked at Macquarie Group in a similar role covering both cash and wealth platform solutions. Before that, he was with Centuria Wealth Management as a senior financial adviser and had more ...