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Showing 1661 - 1670 of 9279 results for "wealth"

Boutique co-founder jumps to AustralianSuper

ELIZABETH FRY  |  FRIDAY, 19 MAY 2023
... taking on a new role at AustralianSuper. At the same time, one of the fund's portfolio managers is joining a sovereign wealth fund. The $260 billion superannuation fund has added Megan Talmage to its equities team as portfolio manager of portfolio construction ...

Art tops UHNWs shopping lists

CHLOE WALKER  |  THURSDAY, 18 MAY 2023
Among Australian ultra-high-net-worth individuals (UHNWIs) the top three investments of passion last year were art, cars, and watches, according to Knight Frank's latest luxury investment index (KFLII). The KFLII, which tracks the value of 10 investments ...

Young, millionaire investors challenge stereotypes: Data

CASSANDRA BALDINI  |  THURSDAY, 18 MAY 2023
... shows younger Australians are trading less, sticking to stocks they know and gradually accumulating them to build long-term wealth," Openmarkets chief executive Dan Jowett said. "What also stands out for all generations, is that portfolios are becoming ...

EG expands into private debt market

CHLOE WALKER  |  THURSDAY, 18 MAY 2023
... ensure that risks and credit quality are thoroughly assessed to safeguard investor funds," EG said. EG head of private wealth Rodney Walk said after extensive consultation, the group is confident that Msquared Capital is the right cultural fit for a ...

Insignia bolsters executive leadership team

ANDREW MCKEAN  |  THURSDAY, 18 MAY 2023
... Mark's additional responsibilities we now have greater clarity and connection with the trustees, and in addition, Anne's wealth of experience and expertise provides a strong voice from the trustees into the organisation, focusing on the delivery of quality ...

Praemium names chief technology officer

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... to innovate and grow our business and will solidify our commitment to creating market-leading technology solutions for wealth management firms." Wamsteker added, with expertise in designing and implementing complex financial systems and delivering technology ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... to the acquisition, it closed a seed funding round totaling $5.2 million following backing from Invest Blue and Savant Wealth Management. Invest Blue explained its investment in Lumiant follows its strategic partnership with outsourcing company Virtual ...

Tishman Speyer, Raffles Family Office launch APAC fund

CHLOE WALKER  |  FRIDAY, 12 MAY 2023
... sector, logistics, and special situations, including credit strategies and distressed opportunities. It aims to offer private wealth investors unparalleled access into tailored, institutional grade real estate investments. Financial particulars of the ...

New local lead for Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 12 MAY 2023
... Replacing Wickham as country leader for Australia and New Zealand is Chris Galloway, currently looking after the Morningstar wealth business. Kapoor described Galloway as a "focused, capable leader" who is well positioned to lead the next phase of the ...

GAM shareholders challenge acquisition

JAMIE WILLIAMSON  |  THURSDAY, 11 MAY 2023
... fund manager. Liontrust offered about $1.11 per GAM share, as well as $180 million. The group, comprising NewGAMe SA and wealth manager Bruellan has raised concerns with the Swiss Takeover Board about some of the deal's terms and contingencies included. ...