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Showing 1 - 10 of 3356 results for "Wealth management"

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... period of exclusivity until June 30 to conduct due diligence and progress relevant transaction documentation. The wealth management group confirmed the proposal following the AFR speculating on the transaction overnight. Euroz Hartleys added the transaction ...

BT appoints new head of strategy

KARREN VERGARA  |  THURSDAY, 4 JUN 2026
... to the growing role platforms can play for advisers and their clients." "Simon brings deep experience across wealth management and product strategy which will be critical as we strengthen how we support advisers and quality financial advice to thrive ...

NGS Super names chief member officer

RIDDHIMA TALWANI  |  TUESDAY, 2 JUN 2026
... engagement, financial advice and user experience. Parsons has over 20 years' experience across superannuation, wealth management and broader financial services. He joined NGS Super in 2024 as executive manager of marketing, leading the fund's brand ...

Former Insignia boss joins InvestStream

MATTHEW WAI  |  MONDAY, 1 JUN 2026
... financial modelling engine, SUGAI, and conversational engagement layer, SuperAnne, across the superannuation and wealth management sectors, InvestStream said. Mota brings more than 25 years of leadership experience, including over two decades at Insignia ...

Scarcity Partners takes minority stake in Infocus

VINNY VUCAGO  |  WEDNESDAY, 27 MAY 2026
Scarcity Partners have taken a minority stake in Infocus Wealth Management (Infocus). The financial terms and percentage holding remain undisclosed. Scarcity Partners notes the deal reflects growing demand for strategic capital among advice businesses ...

Generation Life snags super fund's head of risk

MATTHEW WAI  |  TUESDAY, 26 MAY 2026
... strategic perspective will be invaluable as our business continues to evolve and as we expand our impact across the wealth management and retirement landscape. "We are excited to have Norlena join the business at such an important stage of our growth ...

LGT bolsters investment bench

VINNY VUCAGO  |  MONDAY, 25 MAY 2026
LGT Wealth Management has expanded its investment leadership team with two senior appointments aimed at strengthening its capabilities across private markets and sustainable investing, as high-net-worth clients increasingly seek more sophisticated and ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... one or page 20. For your average investor, it's impossible to get through them," he says. Mercer head of wealth management investment solutions Rebecca Jacques says: "We totally understand some of ASIC's concerns." The asset consultant acts as ...

CFS plots 'largest' retirement product expansion with new alliance

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
... retirees. "Generation Life is proud to be selected as a partner of choice by CFS to help co-develop next-generation wealth management and retirement solutions. Australia's retirement system is entering a new phase, where advice delivery is keeping ...

Federated Hermes launches global equity fund

VINNY VUCAGO  |  WEDNESDAY, 20 MAY 2026
... launch of the Federated Hermes Global Equity Fund, as the global asset manager deepens its push into the local wealth management market. The Australian unit trust, now registered for sale to wholesale investors and advised clients, aims to deliver long ...
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