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Showing 181 - 190 of 3358 results for "Wealth management"

Scrutiny, costs major hurdles to boosting IPOs

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... disintermediation in markets and rise of exchange-traded funds and separately managed accounts may prove efficient for the wealth management industry and its clients - but it's less positive for listed companies. This is because those investors typically ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... Association's (SIAA) conference this week, Otivo chair Ian Knox discussed the shifting nature of Australia's wealth management industry, saying he's never seen it look so good - but it could still be better. While there are some sectors that ...

Inside Colonial First State's fund manager selection overhaul

ANDREW MCKEAN  |  FRIDAY, 16 MAY 2025
Colonial First State (CFS) managed the two best-performing MySuper options over the year to March 31. The wealth management and superannuation provider's head of equities Ben Lam explains the "art and science" behind its recently evolved manager ...

Hearts & Minds appoints operating chief

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... into her role. Jolie confirmed Fremder will take on the role of partnership and operations. Before working with wealth management firms at Livewire as a partnerships manager, she did a two-year stint at Iress as a client account manager following five ...

HESTA members to keep paying fees as disruption continues

ELIZA BAVIN  |  MONDAY, 12 MAY 2025
... times in my career, it's never involved freezing anyone's money for any period of time," Lythgo Crew Wealth Management senior financial adviser Dane Windshuttle said in a LinkedIn post. Meanwhile, Zeal Wealth's Leslie Brown wrote: "Trying ...

Longview Partners sets up local hub

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... Partners' growth strategy in the region. Kouryialas is tasked with expanding Longview's institutional and wealth management platform, focusing on its global equity strategy, the firm's single product offering. Up until now, Longview chief ...

PIMCO recruits alternatives specialist

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... Lachlan Pullar has joined PIMCO and reports to David Orazio, the recently appointed Australian head of global wealth management. The recruit is tasked with distributing alternative credit and hedge fund products. The appointment comes as the US asset ...

Channel Capital launches Apollo asset-backed credit trust in Australia

MATTHEW WAI  |  WEDNESDAY, 7 MAY 2025
... enhanced yields, and a lower volatility profile." Meanwhile, Apollo partner and head of Asia Pacific global wealth management Edward Moon said the firm is pleased to expand access to its strategies in Australia, where he thinks it is a priority market ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... Last June, Madison Financial's parent company Clime completed its divestment of the advice group to Infocus Wealth Management. At March end, Infocus was the 10 th largest non-aligned dealer group with 148 advisers. The top three non-aligned groups ...

Escala launches alternatives platform

JAMIE WILLIAMSON  |  TUESDAY, 29 APR 2025
... the $16.3 trillion alternative asset market, which shows low correlation to traditional asset classes. "The wealth management industry is undergoing a pivotal transformation, embracing alternative and private market investments at an increasing pace," ...