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Showing 131 - 140 of 3356 results for "Wealth Management"

Family offices up equities, dial down alternatives: Goldman Sachs

KARREN VERGARA  |  FRIDAY, 12 SEP 2025
... equities and diversifying into alternatives. Commenting on the findings, Goldman Sachs co-head of global private wealth management Meena Flynn said family offices have shown extraordinary consistency in their investment approach despite expressing concerns ...

Natixis IM adds distribution leads

KARREN VERGARA  |  WEDNESDAY, 10 SEP 2025
... Natixis IM country head for Australia and New Zealand Louise Watson said: "James, with his expertise across wealth management and investments, combined with his client-centric and consultative approach will compliment this service and strengthen our ...

New J O Hambro chief appointed amid Perpetual refresh

RIDDHIMA TALWANI  |  WEDNESDAY, 10 SEP 2025
... firm. The leadership overhaul comes as Perpetual continues to work on its long-awaited sale of its $21.5 billion wealth management business. The $226.8 billion asset manager reported a statutory loss of $58.2 million in FY25, which factors in impairment ...

InterPrac wants super funds' reserves to remediate Shield, First Guardian victims

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... Trio Capital were remediated. "Use of the ORFR to remediate member losses would reinforce trust in Australia's wealth management and superannuation industries, confirming the value of strong regulation and the mandate for super funds to act in members' ...

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN  |  WEDNESDAY, 3 SEP 2025
... advisers and auditors," she said. "We call on government to reinstate the recently discontinued Senate Inquiry Into Wealth Management Companies and broaden its scope to include the collapses of Shield and First Guardian. These failures are complex and ...

Clime investments chief resigns

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... from $1.6 billion year on year. Clime's private wealth business operates through Clime Private Wealth, MTIS Wealth Management (MTIS), and Investment Strategists Accounting Services. Infocus continues to licence Clime Private Wealth via a dealer-to-dealer ...

K2 Asset Management seeks M&A partners

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
... services include portfolio construction, optimisation, third-party fund selection and risk monitoring on behalf of wealth management and family office clients. The RE and administration unit services 17 managers across over 30 products. Fees received ...

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
The government has dumped the inquiry into wealth management companies that would have dissected the collapse of firms like Dixon Advisory and the impact on the Compensation Scheme of Last Resort (CSLR). In September 2024, the government referred the ...

Perpetual flags 'uncertainty' over wealth management sale

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
... - down 1% to $204.1 million - flagging outflows in the asset management business and a softer performance in wealth management due to "uncertainty" surrounding its ownership. Despite the uncertainty, Perpetual said the proposed sale of the business continues ...

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... managing director Fernando Chueca said: "intelliflo is a mission-critical software provider to the UK's wealth management ecosystem, with a deeply embedded and loyal customer base. We are excited to partner with Nick, Bryan, and the team to unlock ...