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Showing 1601 - 1610 of 9279 results for "wealth"

Mercer appoints three new directors

ANDREW MCKEAN  |  MONDAY, 3 JUL 2023
... services. Most recently, she was the co-founder of Human Financial, an investment management firm. In February, Clearview Wealth sold its managed investment business to Human Financial for a 40% stake in the company. She's also served as chief operating ...

Count takes stake in Melbourne firm

CHLOE WALKER  |  MONDAY, 3 JUL 2023
Count Limited will acquire a 40% stake in Melbourne-based wealth management firm Bruce Edmunds & Associates. Bruce Edmunds & Associates offers accounting, tax, financial planning, SMSF and estate planning services. According to Count chief executive ...

Diverger acquires majority interest in private wealth firm

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
Diverger acquired a stake in Melbourne-based Paragem advice firm Atkinson Saynor Private Wealth, using its transitional equity model. Earlier in the year, the firm highlighted the importance of more transformational transactions and said this would ...

ASIC deepens investigation into Magnolia founder

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
... Management. The Magnolia Absolute Return Fund I and II, Magnolia Private Capital, Magnolia Direct Investments, Magnolia Wealth, Magnolia Lending, Magnolia Property Group Holding and Magnolia Equities were some of the many businesses Atkins operated that ...

Nuveen, Commonwealth Private partner to launch REIT

CASSANDRA BALDINI  |  FRIDAY, 30 JUN 2023
... Nuveen Global Cities Real Estate Fund is the asset managers' first locally domiciled unit trust for Australian private wealth clients. The new vehicle serves as an Australian-domiciled feeder into Nuveen's listed global cities real estate strategy ...

Netwealth relaunches Wealth Accelerator

JAMIE WILLIAMSON  |  FRIDAY, 30 JUN 2023
... ability to manage off-platform assets and custodial assets through the one account. Netwealth is relaunching the flagship Wealth Accelerator platform to better service the growing number of financial advisers dealing with complex investments like overseas ...

Family office manager names first chief executive

CHLOE WALKER  |  WEDNESDAY, 28 JUN 2023
... business, but there are a lot of similarities to my previous roles too." "The alignment created by the team investing our own wealth alongside our clients, as well as Alvia's exceptional track record investing across both public and private markets ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... as Count Adelaide in July. The two firms, which already existed in the Count network, will join to offer accounting and wealth advisory services to South Australians and be led by Warnecke managing principal Peter Burrows. The two businesses bring over ...

The boomer boom is over: AUSIEX

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
As Baby Boomers exit the workforce, all wealth industry participants need to rise to the challenges and opportunities presented by the great intergenerational wealth transfer, AUSIEX chief executive Patrick Salis says. According to AUSIEX's latest research ...

ASIC permanently bans former financial adviser

CASSANDRA BALDINI  |  TUESDAY, 27 JUN 2023
... Wertheimer was a financial adviser under his own company, John Wertheimer & Associates Pty Ltd, before appointing Picture Wealth Advisory Pty Ltd to service a group of clients. The ban prevents Wertheimer from engaging in any credit activities and from ...