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Showing 161 - 170 of 3356 results for "Wealth Management"

SIAA chief executive steps down

ELIZA BAVIN  |  WEDNESDAY, 9 JUL 2025
... changes that have occurred during her tenure. "Judith has been a passionate advocate for the stockbroking and wealth management sector, leading vital industry discussions and representing the interests of our members with professionalism and dedication. ...

Profile Financial Services names new chief, chair

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
... Andrew Walsh succeeding him as the new chair of the board. Dooley brings over 20 years of experience across wealth management, financial services, and fintech, with a track record of driving strategic growth, cultural transformation, and client focused ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... Previously, Sunnassee, who has been with the firm for 18 months, worked at Macquarie Group's private banking and wealth management business. "It's been an incredible journey so far, and I'm grateful for all the support, guidance and opportunities ...

Activist investor hires distribution lead

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
Morgan Stanley Wealth Management's former head of investment solutions, Scarlett Dorney, has joined Sandon Capital in much the same role. As head of client solutions at the activist investor, Dorney's role will encompass distribution, strategy ...

Janus Henderson finalises strategic partnership with life insurer

MATTHEW WAI  |  THURSDAY, 3 JUL 2025
... adding that he believes this partnership will allow the firm to accelerate investment strategies and bolster wealth management capabilities. As at March 31, Janus Henderson had approximately US$373 billion ($567 billion) in assets under management.

First Sentier Investors chief executive steps down

JAMIE WILLIAMSON  |  WEDNESDAY, 2 JUL 2025
... served as chief financial officer, first for CFSGAM and then for Colonial First State and Commonwealth Bank's wealth management business.

Escala unveils new leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
... global financial services firm Focus Financial Partners. Although Escala joined Focus' network of independent wealth management firms in 2019, this marks its full integration into the group. Escala said this is a major milestone in its strategic evolution ...

APRA expects 'no cutting corners' with CPS230

KARREN VERGARA  |  TUESDAY, 1 JUL 2025
... material service provider register (MSP). Linda Elkins, KPMG Australia's national sector leader, asset and wealth management, recently told Financial Standard that what CPS 230 asks super funds to do is understand their critical processes and "really ...

TA Associates invests in Viridian Financial Group

KARREN VERGARA  |  MONDAY, 30 JUN 2025
... Edward Sippel said: "We have high conviction in the long-term potential of Australia's large and growing wealth management market, and believe there is a significant opportunity to scale Viridian's platform both organically and through strategic ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... executive Josh Persky said the partnership breaks down the custodial barriers that have stifled innovation in wealth management. "Briefcase is changing the way advisers build portfolios - giving them institutional-grade tools, true personalisation, and ...