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Showing 161 - 170 of 9249 results for "Wealth"

Perpetual sees 349% profit jump

RIDDHIMA TALWANI  |  THURSDAY, 26 FEB 2026
... on track to achieve the targeted $70-$80 million savings by FY27. Perpetual also updated investors about the sale of its wealth management arm to Bain Capital saying talks are still in progress while the segment of the business continues to show "resilience". ...

Capital Group appoints ETF lead for APAC, Europe

RIDDHIMA TALWANI  |  THURSDAY, 26 FEB 2026
... capabilities that meet the evolving needs of investors across the regions." Capital Group manages US$3.3 trillion in assets for wealth management and institutional clients around the world.

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
... who is an independent investment committee member, and former Madison Financial Group general manager and Clime Private Wealth lead Jaime Johns, serving as non-executive chair. Meanwhile, Fiduciary Partners was launched last year by former Colonial First ...

Iress sticks to simplification plan, will consider "bona fide" takeover bids

RIDDHIMA TALWANI  |  WEDNESDAY, 25 FEB 2026
Iress is firmly focused on simplifying its software portfolio, centering it around wealth and trading and market data, while saying it will consider any bona fide takeover proposals consistent with its fiduciary duties. It has reported a profit of $79.3 ...

GDG reports record FUM growth, eyes stronger second half

MATTHEW WAI  |  WEDNESDAY, 25 FEB 2026
... period to 5294 subscribers. GDG noted Lonsec will also launch a new governance offering to support licensees, platforms, and wealth business in managing approved product lists (APLs) and investment menus in response to heightened governance expectations ...

Zurich Financial Services to acquire ClearView

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
Zurich Financial Services Australia is set to become the new owner of ASX-listed ClearView Wealth. Zurich Financial Services is offering 65 cents for each ClearView share, marking a 22% premium to the last closing the share price on February 23. This ...

Centrepoint Alliance, Count see strong earnings growth

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
... EBITA increased 19% to $16.6 million, with margins expanding to 20% as operating leverage continued to build within the wealth segment, Count said. Group revenue was $82.8 million, a 12% increase on the prior corresponding period, driven by "organic ...

LGT Wealth Management names head of family advisory

RIDDHIMA TALWANI  |  MONDAY, 23 FEB 2026
LGT Wealth Management has appointed Kaajal Prasad as the new head of family advisory, strengthening its family governance and wealth transfer services for Australian high-net-worth clients. Prasad joins the wealth management firm from KPMG, where she ...

Adviser gap could boost equity release products: Homesafe

MATTHEW WAI  |  MONDAY, 23 FEB 2026
... "asset-rich but cash-poor" issue transpiring across older generations who cannot get access to financial advice, Homesafe Wealth says. According to Homesafe the shrinking adviser numbers are contributing to increased financial insecurity among older ...

Mason Stevens appoints chief investment officer

ELIZA BAVIN  |  MONDAY, 23 FEB 2026
... the firm's investment leadership, governance oversight, and capability to support Australia's most sophisticated private wealth advisers and family offices. Mason Stevens chief executive Tim Yule said he is delighted to welcome Taylor to the firm. "Her ...