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Showing 131 - 140 of 1009 results for "Private wealth"

Future Generation appoints chief investment officer

ANDREW MCKEAN  |  TUESDAY, 18 FEB 2025
... chief investment officer from Perpetual. The philanthropic investment group has appointed former Perpetual head of private wealth Lee Hopperton. Hopperton will advise Future Generation's Investment Committees, responsible for fund manager selection ...

Partners Wealth Group appoints new head of Partners Private

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... recently as a director of global investment services at Westpac - and in a previous tenure at the bank, a director of private wealth. Herd has also been a distribution manager at Pengana Capital, a director of private banking at Credit Suisse, and associate ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... solutions, leading strategy and distribution. Before that, Finnigan served at Nikko Asset Management as head of private wealth and earlier worked as Mason Stevens' director of distribution. "We are thrilled to welcome Naomi to our team. Her extensive ...

Reach Alts hires private wealth lead

JAMIE WILLIAMSON  |  THURSDAY, 13 FEB 2025
The HUB24-backed private equity firm appointed a head of private wealth from Aviva Investors. Divyesh Bhana is joining the firm in the new role, coming across from Aviva Investors where he spent the last seven years. He brings over 25 years' experience ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... research services at Entireti - formed through the merger of Australian Unity Personal Financial Services and Fortum Private Wealth - a role he has held for over seven years. Prior to Entireti, he also held research and advice roles across several organisations ...

Renewable energy company secures $160m from Macquarie

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... renewable energy and are starting to play a similar anchoring role in newer segments of the energy transition. Private wealth investors are also entering this space, and we see significant potential for this segment to grow in the future." MAM currently ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Viola Private Wealth has appointed a financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently ...

Coller Capital launches first-of-its-kind strategy

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
... Trustees has been selected as the responsible entity for the fund. Coller Capital head of Australia and New Zealand private wealth distribution David Hallifax said the asset class is gaining traction among its targeted investors. "Australian high-net-worth ...

Australian Wealth Advisors Group invests big in Sequoia

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
... to launch the Succession Lending Fund. It also took a 20% stake in Melican Financial Planning and added Murdoch Private Wealth to its licence. Melican provides accounting, mortgage broking, SMSF, and financial advice based in Victoria's Greensborough. ...

Westpac names new chief executive of wealth

ELIZA BAVIN  |  TUESDAY, 4 FEB 2025
... needs of small to medium businesses and commercial and agribusiness customers across Australia. It also includes private wealth individuals, along with the bank's operations in Fiji and Papua New Guinea.