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Showing 171 - 180 of 3361 results for "Wealth 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 ...

DASH undertakes fresh capital raise

MATTHEW WAI  |  WEDNESDAY, 25 JUN 2025
... "Pleasingly, the business has put in place strong foundations for future growth and is well positioned in the wealth management industry which benefits from attractive tailwinds." DASH has some $18 billion in funds under advice, which is significantly ...

Shaw and Partners splashes $63m for New Zealand expansion

MATTHEW WAI  |  TUESDAY, 24 JUN 2025
... existing offering. ISG currently manages over NZ$7 billion ($6.5bn) in assets - which includes operations in wealth management, retail and institutional funds through Devon Funds, and a growing investment platform. As part of the deal, ISG's international ...

Iress' superannuation consulting business changes hands

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... needs to providing leading services at scale around the most relevant technologies for the superannuation and wealth management industry. He added that the Acurity software suite, which is "deeply embedded" in the wealth management sector, strengthens ...

Perpetual mulls tie up with Partners Group

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... for our clients and stakeholders," Scott said. In February, Perpetual called off KKR's courtship of its wealth management and corporate trust operations and spinning out its asset management business. Perpetual chief executive and managing director ...

Ord Minnett nabs UBS operating chief

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... Minnett group. Beavis joins from UBS, where he spent 12 months in operations roles within the Swiss bank's wealth management division. He previously held a director-level position in alternative investments operations at Credit Suisse. Before that ...