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Showing 1 - 10 of 698 results for %22Partners Wealth Group%22

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... third-party clearing or institutional sales desks seeking execution and clearing capabilities from trusted, stable, and secure partners, we aim to build a stable of high-quality partnerships," he said. "We're not interested in chasing low-hanging ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... Iress provide professional development programs and events to Count's advisers. Iress executive general manager for wealth APAC Kelli Willmer said: "We look forward to continuing to work closely with key customers like Count to evolve our software ...

Plenary Group sells 49% stake to ADQ

KARREN VERGARA  |  MONDAY, 29 APR 2024
Abu Dhabi sovereign wealth fund ADQ has acquired a 49% stake in Plenary Group as it marks its first investment in an Australian company. ADQ will inject funds into the $32 billion public infrastructure investor, developer, and manager as the latter ...

Schroders chief flags retirement

ANDREW MCKEAN  |  FRIDAY, 26 APR 2024
... chief executive in in April 2016. Prior to joining Schroders, he was chair and chief executive of investment boutique RWC Partners. Schroders chair Elizabeth Corley said that the board recognises that in Harrison, Schroders has had an "outstanding chief ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... sector continues to consolidate. AZ NGA-backed advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners recently announced their merger. Last year, major mergers and acquisitions included Insignia Financial selling Millennium3 ...

Citi Australia managing director takes on expanded remit

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... solutions (FISS). In her new role, Ashton will provide strategic oversight of Citi's engagement and support for institutional partners such as super funds, asset managers, insurers, and wealth platforms. She has over 25 years' experience in financial ...

Schroders welcomes new head of intermediary

ELIZA BAVIN  |  FRIDAY, 12 APR 2024
... has over 20 years' experience in product distribution and was most recently distribution manager for Copia Investment Partners - a position he held for five years. Prior to that he spent four years as national sales manager at Paradice Investment Management. ...

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... positions in Australia's superannuation funds. The promotions follow last week's new hire from Zenith Investment Partners to work with clients in the not-for-profit sector and the arrival of the inaugural members of Frontier's entry-level ...

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... Working at PIMCO for nine years, Rodda managed and built relationships with dealer group heads, platform distribution partners, and other market participants. Prior to that Rodda spent four years at Macquarie contributing to the strategic growth of the ...

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... Hallinan's appointment follows several recent hires, including Scott Dingle, the former local head of private equity at Partners Group, Peeyush Gupta and Richard Gregson from Equity Partners. Before his two years as chief of Schroders, Hallinan served ...
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