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Showing 161 - 170 of 1026 results for "Private Wealth"

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 ...

Renewable infrastructure opportunities for HNWIs

ELIZA BAVIN  |  FRIDAY, 13 DEC 2024
Australian Ethical's new head of private markets Adam Roberts thinks private wealth investors should forget the ASX, saying the best opportunities to capitalise on the energy transition are in private markets. Roberts told FS Private Wealth that ...

NRL legend joins private wealth firm

ANDREW MCKEAN  |  THURSDAY, 12 DEC 2024
Ex-National Rugby League (NRL) player Cooper Cronk has joined Viola Private Wealth as an ambassador. Cronk, who's rugby league career included 372 games for the Melbourne Storm and Sydney Roosters, won six premierships, and was inducted into the Hall ...

HarbourVest adds to local team

ELIZABETH FRY  |  FRIDAY, 6 DEC 2024
... specialist said Pham's appointment comes as the asset manager looks to further increase its coverage in the private wealth and family office sector in Australia and New Zealand. "Vanessa brings with her over 18 years of experience in the private ...

Sally Auld to take on chief economist role at NAB

ELIZA BAVIN  |  TUESDAY, 3 DEC 2024
... investment officer. Financial Standard understands NAB will commence a search for a new chief investment officer for its private wealth arm after Auld has taken over as chief economist. The other vacant role is executive, private wealth south, which ...

Nuveen extends private credit fund to Australian investors

ELIZA BAVIN  |  TUESDAY, 3 DEC 2024
... investment from a range of Australian wealth managers, including Drummond Capital Partners, Stanford Brown, and Morrows Private Wealth. The fund is an Australian registered unit trust, and Channel Investment Management will act as the responsible entity ...