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Showing 191 - 200 of 1046 results for "private wealth"

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... rebrand in the first quarter of 2025. Overall, 103 employees from AMP joined the fold. Entireti also houses Fortnum Private Wealth and Personal Financial Services (PFS). It now has about 1300 financial advisers, 400 businesses, and some 180 employees. ...

Newmark Capital elevates distribution capabilities

MATTHEW WAI  |  FRIDAY, 22 NOV 2024
... management team and the head of distribution George Deligiannis to engage with financial advisers, dealer groups, private wealth firms, family offices, chief investment officers, endowment funds and wholesale investors. General manager of funds management ...

JBWere restructures, chief executive exits

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... Maria Lykouras leave the company after more than two years as chief executive. JBWere will be led by NAB executive, private wealth Michael Saadie. Two newly created roles will report directly into Saadie. One will be filled by current JBWere chief investment ...

TWC launches Global Wealth Creators Fund

MATTHEW WAI  |  MONDAY, 18 NOV 2024
... execution, we look forward to creating and delivering meaningful opportunities for wealth creation across family office, private wealth and institutional segments." The strategy has a management fee of 0.75% per annum and seeks an investment horizon ...

DWS, S64 launch sustainable infrastructure offering

MATTHEW WAI  |  MONDAY, 18 NOV 2024
DWS has launched a sustainable infrastructure focussed Wholesale Australian Unit Trust for Australian private wealth managers in a partnership with S64, the alternatives fintech. The offering empowers financial intermediaries to distribute private markets ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... Chisholm said CBA's decision to select LGT Crestone is a "terrific validation" of its commitment to building a private wealth business catering to the needs of the "most sophisticated investors in Australia." "This transaction is driven by our shared ...

Capital Partners managing director steps down

JAMIE WILLIAMSON  |  SUNDAY, 10 NOV 2024
David Andrew, the managing director at Capital Partners Private Wealth Advisers, is stepping down after 25 years. Andrew founded the West Australian firm in 1999. It's since grown to employ more than 50 staff and service over $2 billion in assets. ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... financial advisers Ben Budge My Wealth Solutions managing director and senior financial adviser Guy Freeman Goldsworthy Private Wealth director and senior financial planner Jen Goldsworthy Bountiful Wealth managing director and senior financial planner ...

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
... distribution partners Channel Capital and Seed Partnerships as we continue to bring KKR's innovative solutions to the private wealth market," Crothers said. The private equity firm has worked with wealth advisors for almost 20 years. More recently ...

Clime shakes up board again

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
... Davis Henry, was appointed as a non-executive director. Riggall joins as an executive director. Meanwhile, Clime Private Wealth appointed Matt Rencken as its principal adviser, leaving James Street Private Wealth after three years. Angela Wang, a senior ...