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Showing 141 - 150 of 1011 results for "private wealth"

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.

HNW advisers flock to private markets

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
... highlighting that one in three investors will be increasing their allocations to private credit this year. Hamilton Lane's Private Wealth Survey - collecting data from over 300 investment advisers - found nearly a third of them are planning to increase ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... 16 years with AMP in various partnership manager roles across its licensee network. Entireti is home to Fortnum Private Wealth and Personal Financial Services, as well as the recently transitioned AMP licensees. These include AMP Financial Planning ...

Scarcity Partners enlists former Ophir Asset Management chief

ANDREW MCKEAN  |  WEDNESDAY, 22 JAN 2025
... stake last month - to scale effectively. Scarcity Partners highlighted that his extensive experience in securing private wealth and high-net-worth investor commitments, along with his tenure at Ophir - where he was "instrumental" in growing the boutique ...

Oaktree veteran jumps to Avari

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... acquiring over $700 million of real estate and managing over $300 million in real estate credit with a investor base of private wealth firms, family offices and institutions.

Local private wealth manager appoints new chief

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
Stellan Capital, a national private wealth management firm, has appointed a new chief executive. Jim DeCarlo has stepped into the role at the firm, which specialises in strategic financial planning, bespoke portfolio management, and family office services. ...

Sanlam Private Wealth breaches licensee obligations, hit with enforceable undertaking

MATTHEW WAI  |  MONDAY, 6 JAN 2025
Sanlam Private Wealth, the Australian arm of the South African Sanlam Group, has admitted to breaching licensee obligations by "failing to adequately supervise" its authorised representatives and corporate authorised representatives (CARs), following ...

January Capital raises $136m for APAC growth credit fund

MATTHEW WAI  |  FRIDAY, 20 DEC 2024
... growth-stage technology companies. January Capital secured commitments from financial institutions, family offices, and private wealth firms, including the US International Development Finance Corporation, and has advised the fund's final close is scheduled ...

SG Hiscock adds to Melbourne team

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... strengthens its client base in Australia. "Jason has a proven track record of successfully managing clients in the private wealth, institutional and retail sectors, providing a high level of client service, and has a thorough understanding of fixed income ...