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Showing 191 - 200 of 1009 results for "Private wealth"

Clime completes Madison Financial sale

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
... with normalised profits of approximately $500,000 and streamlined operations with a focus on funds management and private wealth. In addition to the sale, Clime also announced the appointment of Michael Baragwanath as a new non-executive director to ...

Partners Group launches private infra fund

KARREN VERGARA  |  WEDNESDAY, 26 JUN 2024
... high barriers to entry; and low risk of disruption. Partners Group currently manages $4.5 billion on behalf of private wealth clients in the country across a range of strategies, including its Global Value Fund and Global Income Fund. Nicholas Kuys ...

Coller Capital hires former J.P. MAM executive

KARREN VERGARA  |  WEDNESDAY, 26 JUN 2024
A former J.P. Morgan Asset Management executive has been appointed the lead of Coller Capital's private wealth distribution unit for Australia and New Zealand. David Hallifax, the former head of Australia funds at J.P. Morgan Asset Management, assumes ...

Hamilton Lane closes largest raise at $8.4bn

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... including corporate and public pension funds, Taft-Hartley plans, sovereign wealth funds, endowments, foundations, private wealth platforms and other financial institutions from over 30 countries around the world. Financial Standard understands at least ...

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
... Victoria and the Northern Territory to its network. Gurbinder Gill, the principal and financial adviser of Gill Private Wealth, which operates in Victoria's Burwood, joins the ASX-listed firm. Gill also teaches the capstone financial planning unit at ...

Ironbark partners with HarbourVest to launch fund

ELIZA BAVIN  |  TUESDAY, 4 JUN 2024
... Financial Standard. "We recognise the growing appetite for alternative solutions among small institutional, HNW and private wealth clients and understand gaining access to pure play private equity has been a challenge for these investors in Australia. ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
Four financial advice firms have merged to form Sydney-based practice Esencia Wealth. Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory have joined forces under one banner, which is self-licensed. Matthew Fenning serves ...

Forged documents see former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 30 MAY 2024
... $650,000. During this time, he was an authorised representative of Capstone Financial Planning and director of Equus Private Wealth. His authorisation under Capstone ceased in June 2022 after 11 years and he doesn't appear to have been licensed since. ...

Brookfield Oaktree to further democratise alternatives in Australia

ANDREW MCKEAN  |  TUESDAY, 28 MAY 2024
... wealth," he said. "We've hired about 155 people globally to focus on that expanding opportunity set as we see private wealth investors seeking access to alternatives, whether it's real estate, private credit, or infrastructure, through wealth-friendly ...

KKR forms exclusive partnership with Capital Group

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... access to high quality investment solutions. "We are pleased with the momentum and growth that we've seen in our private wealth business and believe these new hybrid solutions will be a strong complement to our existing platform and offer a compelling ...