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Showing 171 - 180 of 9475 results for "Wealth"

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... an estimated $1 trillion dollars sitting across them, platforms have carved out an important place for themselves in the wealth industry: an online supermarket distributing investment products at scale. Matt Rady, who now runs BT Panorama, a platform ...

Infinity AM wins SMID fund mandate

KARREN VERGARA  |  MONDAY, 20 JUL 2026
... three-year periods before fees. Infinity, which has about $4 billion in assets, sits under Viridian's investment and wealth management division, Infinity Capital Solutions. The Renaissance Smaller Companies is a fund manager that specialises in small ...

Perpetual rejects another EQT AB bid

KARREN VERGARA  |  MONDAY, 20 JUL 2026
... and the second Australian investment under the fund. Perpetual operates a multi-boutique asset management business, and wealth management and trustee services businesses. Bain Capital is on track to acquire Perpetual's wealth management business ...

Count rebrands Oracle to Count Wealth

RIDDHIMA TALWANI  |  MONDAY, 20 JUL 2026
Count Financial has rebranded Oracle Group as a new retail brand Count Wealth, after announcing the acquisition earlier in the year. The financial advisory firm also expects further cost synergies over the estimate provided earlier. Oracle Group is ...

arcpoint OCIO adopts dual chief investment officer model

RIDDHIMA TALWANI  |  FRIDAY, 17 JUL 2026
... Capella Advisory, ek Private Advisory and United Advisory. It has also scored clients in Heritage Capital Group and Sherlock Wealth, along with Larapinta Private, a new venture set up by a former Koda Capital partner.

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
After a four-month hiatus, the sales director is now calling Evidentia Private, the private wealth arm of Evidentia Group, home. Former T. Rowe Price head of intermediary sales for Australia Jonathon Ross has joined Evidentia Private as principal, private ...

Swedish PE giant sweetens offer bid for Perpetual

RIDDHIMA TALWANI  |  THURSDAY, 16 JUL 2026
... offer. "The revised indicative proposal is subject to numerous conditions, including completion of the sale of Perpetual's Wealth Management business to Bain Capital, satisfactory completion of due diligence, negotiation and execution of binding transaction ...

Netwealth posts record FUA as managed accounts top $30bn

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
... strong adviser inflows and improving markets offset elevated withdrawals from a handful of ultra-high-net-worth clients. The wealth platform reported quarterly custodial inflows of $8.2 billion for the three months to June 30, up 11% from a year earlier ...

ASIC seeks to wind up Capital Guard AU

KARREN VERGARA  |  WEDNESDAY, 15 JUL 2026
... Level 36, 1 Macquarie Place, Sydney. It touted itself as a "leading provider of financial products designed to promote wealth growth and safeguard investments" with "expertise in Australian fixed-income instruments such as bonds and debentures." It also ...

FAAA names new chair as David Sharpe prepares to step down

VINNY VUCAGO  |  WEDNESDAY, 15 JUL 2026
... of her South Australian based practice, Mybluesky, she currently serves as general manager advice (SA) for PSK Private Wealth and continues to practice as a senior financial adviser. FAAA chief executive Sarah Abood welcomed the appointment citing Veitch's ...