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Showing 141 - 150 of 1026 results for "Private Wealth"

Ares builds up wealth team with Fidante poach

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... our clients with the highest standard of investment capabilities and delivers innovative solutions to Australian private wealth investors, and we are confident that Matthew will help advance that goal," he said. Holberton earlier worked for Pinnacle ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
The private wealth firm has snapped up two staffers from Perpetual - a senior wealth adviser and director of philanthropic services. Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... acumen of the experienced people across our network." It will sit alongside Entireti's other businesses, Fortnum Private Wealth and Personal Financial Services. It follows the appointment of an external creative agency and consultation with The Advisers ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... reduce the end cost to our clients by better utilising our current products and solutions," it said. Clime's private wealth offering - Clime Private Wealth (CPW) and MTIS Wealth Management are in the process of fully integrating with CPW Queensland ...

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... from strength to strength.," Wilson said on being promoted to the new sales job. Wilson previously served as a private wealth adviser at Macquarie Group and Ord Minett.

Property developer, investment firm goes 'all in' on Australia

ANDREW MCKEAN  |  WEDNESDAY, 26 FEB 2025
... strategy. Oreana's acquisitions and investments in the financial services sector include the acquisition of NAB Private Wealth Hong Kong in 2016 and former financial advice group Grant Thornton Private Wealth. It launched its Australian financial ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... distribution team and better support its institutional and wholesale marketing efforts. Scott Curtis joins as director for private wealth and family office, based in Sydney. Bringing 10 years of industry experience to the role, he joins from Warakirri ...

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 ...