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Showing 141 - 150 of 3361 results for "Wealth Management"

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 ...

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... has announced the winners of the 2025 IMAP Managed Account Awards across nine categories, with Morgan Stanley Wealth Management Australia taking out two categories. Morgan Stanley Wealth Management Australia was the winner in the Licensee Managed Account ...

CareSuper adds three to investments team

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... the fund in the same capacity for two years. Jenke has worked across some of the biggest names in the local wealth management scene, including Cbus, IOOF, Morgan Stanley, Bell Potter and Merrill Lynch. She also currently sits on the Certification Assessment ...

Canaccord Genuity buys Wilsons Advisory

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... has been made via Canaccord Genuity Australia, with the group saying it aligns to its strategy of growing its wealth management business and enhancing its capital markets capabilities. It added that its national footprint will now be significantly larger ...

Insignia Financial back in the black

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... the ongoing simplification of our business. This included the separation of MLC from NAB - one of the largest wealth management separations in Australian financial services history, and the establishment of an industry-first partnership with SS&C, successfully ...

Mutual Trust appoints family office specialist

MICHELLE BALTAZAR  |  THURSDAY, 21 AUG 2025
... high-net-worth based in the state. Mutual Trust has over 230 employees and four offices nationally and specialises in wealth management for Australia's wealthiest families and individuals. It became the largest multi-family office in the country ...