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Showing 1 - 10 of 43 results for %22Adelaide Private Wealth%22

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... able to drive innovative investments or play a valuable role in the venture capital industry," the final report read. Adelaide-based Work Visa Lawyers expects a redeveloped version of the SIV to be introduced from 1 July 2024. It will be like the current ...

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... senior consultant. Casucci, who started at the firm six years ago after a career with ANZ Private, leads Frontier's Adelaide-based presence, where she has helped build a strong and growing pool of South Australian clients. These include the University ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
The Adelaide-based specialty financial services provider has partnered with Mantis Funds to bring investment bonds to wealth managers, financial advisers and high-net-worth individuals (HNWIs). As part of the deal, Mantis will become the exclusive external ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
... strong stable of institutional clients in South Australia and with our local staff presence we are proud to be part of the Adelaide business community." "This relationship with Perks makes that connection even stronger. We think this model brings Perks ...

TIP Group to acquire advice firm

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... $400 million of funds under advice (FUA) and will add strategic value to TIP Wealth. Founded in 2010, Enva is based in Adelaide with a satellite office in the Sunshine Coast and offers financial planning, mortgage broking, insurance broking, private ...

Advisory group appoints head of investment strategy

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
... speaks volumes to our culture and focus on client outcomes." Providence Wealth now has offices in Sydney, Melbourne and Adelaide and oversees about $1.5 billion in investments.

Equity Trustees confirms AET acquisition

CASSANDRA BALDINI  |  MONDAY, 22 AUG 2022
... strong strategic fit. "The business is highly complementary and provides geographic diversity, establishing a presence in Adelaide and significantly increasing our presence in Western Australia, as well as expanding our presence in Queensland and New ...

TIP Group appoints chief strategy officer

CASSANDRA BALDINI  |  MONDAY, 1 AUG 2022
Teaminvest Private Group (TIP) has named Rachel Swift as chief strategy officer. Swift will split her time between Adelaide and Sydney, leading the wealth division's corporate advisory practice, effective immediately. She is a senior advisor, executive ...

Newcastle advice firm joins Count Financial

KARREN VERGARA  |  THURSDAY, 28 OCT 2021
... acquired a 49% shareholding in an accounting firm Southern Cross Business Holdings. In June, it added Adelaide Private Wealth and DMCA Advisory to the fold.

New shareholder at Crescent Wealth

ELIZABETH MCARTHUR  |  THURSDAY, 5 AUG 2021
... eldest son of Fred Shahin, who founded the Peregrine Corporation in 1984 with the purchase of a BP service station in Adelaide. It claims to now be South Australia's largest privately owned employer, investing in a range of fields. "On behalf of my fellow ...
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