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

Search Results

Showing 1471 - 1480 of 9279 results for "wealth"

Singaporean wealth manager mandates Aussie boutique

CHLOE WALKER  |  FRIDAY, 22 SEP 2023
Melbourne-based Spatium Capital has received an undisclosed investment from Singaporean wealth manager Conduit Group (Conduit) in its Small Companies Fund (SSCF). Conduit, an integrated financial services company that offers securities dealing, wealth ...

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... Diverger provides licensing, network infrastructure and technology services, portfolio services and accounting solutions. GPS Wealth, Merit Wealth, Paragem, AFSL Compliance, Priority Networking, DWA, Care Portfolio, Tax Banter and Knowledge Shop are ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
... McLaren was with BT for 13 years before her departure in April 2022, prior to which she held senior roles at St George Wealth Management. She is also chair of the Financial Industry Community Aid Program. McLaren told Financial Standard she is thrilled ...

Aussie investors tighten purse strings: Survey

CHLOE WALKER  |  TUESDAY, 19 SEP 2023
... said, this should be a trigger for investors "to re-evaluate their investment strategies to consider how they can achieve wealth creation or their financial goals and objectives outside of superannuation and property." The research also showed a 7% decline ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
TownsendCobain Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million. "What ...

Family offices feeling optimistic about 2024

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... larger cash holdings at 18%. Interestingly, for over half of the respondents (60%) the first generation who created the wealth is still in control. For another third, the wealth has already transitioned to their children. Families in which there have ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... following a short-lived decline last year to 625,000. The study found those with $2.5 million - $5 million of investible wealth have seen the most significant growth in the past 12 months, now 313,000 people strong, up from 266,000 in 2022. Collectively ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
The Wealth Designers is expanding its footprint nationwide and internationally as it partners with a veteran financial adviser to mark its presence in Europe and the UK. The Perth-headquartered advice firm plans to aggressively expand in the near term ...

BNP Paribas reappointed as custodian for wealth platform

ANDREW MCKEAN  |  FRIDAY, 15 SEP 2023
... Securities Services division has supported HUB24 during its period of strong growth, including providing custody for Xplore Wealth products that transitioned to its platform in 2020. Notably, HUB24 acquired Xplore Wealth to add complementary expertise ...

Rest hires former EISS Super risk chief

ELIZABETH FRY  |  FRIDAY, 15 SEP 2023
... goals and ultimately help our members achieve their best possible retirement outcomes," Kyle said. "Stephanie brings a wealth of experience and expertise in the risk, audit, compliance and finance spaces. I'm delighted she'll be joining the team ...