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Showing 151 - 160 of 1026 results for "Private Wealth"

Reach Alts hires private wealth lead

JAMIE WILLIAMSON  |  THURSDAY, 13 FEB 2025
The HUB24-backed private equity firm appointed a head of private wealth from Aviva Investors. Divyesh Bhana is joining the firm in the new role, coming across from Aviva Investors where he spent the last seven years. He brings over 25 years' experience ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... research services at Entireti - formed through the merger of Australian Unity Personal Financial Services and Fortum Private Wealth - a role he has held for over seven years. Prior to Entireti, he also held research and advice roles across several organisations ...

Renewable energy company secures $160m from Macquarie

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... renewable energy and are starting to play a similar anchoring role in newer segments of the energy transition. Private wealth investors are also entering this space, and we see significant potential for this segment to grow in the future." MAM currently ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Viola Private Wealth has appointed a financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently ...

Coller Capital launches first-of-its-kind strategy

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
... Trustees has been selected as the responsible entity for the fund. Coller Capital head of Australia and New Zealand private wealth distribution David Hallifax said the asset class is gaining traction among its targeted investors. "Australian high-net-worth ...

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 ...