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Showing 1 - 10 of 110 results for "McGrath"

Knight Frank launches private office in Australia

RIDDHIMA TALWANI  |  THURSDAY, 4 DEC 2025
... advisers, the private office will operate with the support of its partners in Australia and New Zealand respectively, McGrath Estate Agents and Bayleys. Knight Frank and New Zealand-based Bayleys have had a strategic relationship since 2018, and together ...

Perpetual IM switches member admin provider

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... Retirement Solutions in February, serving as chief executive for Australia and New Zealand. This follows the retirement of Dee McGrath, who was with Link Group/MUFG for six years.

King's honours list recognises excellence in super, finance

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... banking at Citigroup. He served as managing director of UBS Investment Bank, Australia between 1996 and 2002. Rebecca McGrath was most recently chair of Investa Management Holdings and is currently a non-executive director at Macquarie Group. Receiving ...

Fortitude Investment Partners acquires majority stake in SMSF audit firm

MATTHEW WAI  |  WEDNESDAY, 2 APR 2025
... leading role in the ongoing consolidation of the SMSF assurance industry." Meanwhile, ASF Audits managing director Casey McGrath said the partnership is timely for the 31-year-old business. "This transaction enables ASF Audits to embark on a new phase ...

Insignia exec appointed local chief of MUFG Retirement Solutions

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... Financial exec has taken up a leadership role at MUFG Retirement Solutions following the retirement of chief executive Dee McGrath. The firm appointed Frank Lombardo to a newly created role of chief executive for its Australia and New Zealand businesses. ...

GESB renews administration mandate

JAMIE WILLIAMSON  |  THURSDAY, 5 DEC 2024
... the result of our deep understanding of GESB's unique needs and goals," MUFG Retirement Solutions chief executive Dee McGrath said. "With over 200 specialists based in Perth, we're proud to customise and deliver our innovative technology solutions, best-in-class ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... Forum today. Asked about winning strategies in preparation for the transfer, Financial Edge Group chief executive Martin McGrath noted there's growing demand for advice amid a shrinking pool of financial advisers, making access increasingly difficult. ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... best-of-breed services provider in the global pension and superannuation industry," MUFG Retirement Solutions chief executive Dee McGrath said. "Moneysoft's cloud-based capabilities in Open Finance and the Australian Consumer Data Right, Financial Planning ...

Aware Super welcomes new chair

MATTHEW WAI  |  TUESDAY, 20 AUG 2024
... actively involved in the not-for-profit sector throughout her career as evidenced by her previously held directorships on The McGrath Foundation, The Smith Family and The Ethics Centre." Speaking on her appointment, McLoughlin said she joins at a "critical ...

Beaconsfield takes control of New Quantum

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
US-based investment manager Beaconsfield Capital has appointed McGrathNicol as receivers and managers to New Quantum Holdings, a non-trading holding company with operating subsidiaries including wealth management software platform New Quantum and options ...
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