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Showing 171 - 180 of 1009 results for "Private wealth"

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
Three Pitcher Partners executives have set off to launch Viola Private Wealth, an ultra-high-net-worth financial advice firm spearheaded by Charlie Viola. Viola, together with founding partners Sean Ward and Andrew Levi, bought out operational aspects ...

Alternatives market to hit US$30tn by 2030: Preqin

MATTHEW WAI  |  THURSDAY, 19 SEP 2024
... "Global alternatives markets continue to evolve rapidly, especially as individual investors' access opens up, as the private wealth channel's growth continues to gather pace," Cameron Joyce, global head of research insights, said. This comes at a time ...

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... join Kearney Group, bringing along her book of clients. Graham is now a partner - integrated advice of Kearney's private wealth unit. Graham co-founded Story Wealth in 2016, together with directors Kara Treeby and Sarah Leslie. After years of running ...

Evergreen funds prime for retail PE investors

MATTHEW WAI  |  THURSDAY, 5 SEP 2024
... lowers the investor's requirements for access. "Traditionally, it's been very difficult for investors in the private wealth space to qualify for private equity investments," Partners Group head of private equity business unit Toby Mannock said. ...

Fitzpatricks appoints new chief

KARREN VERGARA  |  WEDNESDAY, 4 SEP 2024
... Jodie's legacy to continue the group's positive growth momentum as we advance our shared vision for Fitzpatricks Private Wealth and Atrium Investment Management to deliver value that enriches the lives of our Australian clients."

Australia a 'regional private wealth hotspot': Preqin

ANDREW MCKEAN  |  WEDNESDAY, 28 AUG 2024
Australia is a top regional private wealth hotspot, with the greatest proportion of investors, many of whom are looking to alternatives, according to a Preqin report. The data provider's report highlighted that among all private wealth investors in ...

MLC Asset Management names director of institutional distribution

ANDREW MCKEAN  |  MONDAY, 19 AUG 2024
... distributing investment solutions across private and public markets, such as retail superannuation, financial advice, and private wealth. Anderson also served as head of strategic accounts at Schroders before leaving the investment manager earlier this ...

Local private debt funds' growth potential 'remains strong': Preqin

ANDREW MCKEAN  |  THURSDAY, 15 AUG 2024
... markets were once considered the domain of institutional asset owners, but new products are increasingly available to private wealth investors. "Once considered 'alternatives', we can see a time - as portfolios evolve - when private debt will be an extension ...

New mandate boosts JANA's wealth division

MATTHEW WAI  |  WEDNESDAY, 14 AUG 2024
... accounts (SMA) aggregator Wealthtrac. The industry is observing an increased demand for tailored SMA offerings for private wealth and advisory firms on the back of the growth in the managed account market, JANA said. Commenting on the partnership, head ...

Janus Henderson to buy private credit manager Victory Park Capital

ANDREW MCKEAN  |  TUESDAY, 13 AUG 2024
... product offering for the company's growing insurance clientele." Janus Henderson also said that its institutional and private wealth distribution platform as well as its "significant relationships" with financial intermediaries will support the distribution ...