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Showing 201 - 210 of 3356 results for "Wealth Management"

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... executive Shane White and founder David Tildesley to combine the firms' expertise in market analysis and wealth management experience. Gow brings over 20 years' experience in the financial service sector. He was a senior private wealth adviser ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... only increase from here. "We have a strong balance sheet to assist us in our move from financial planning to wealth management, adding services like mortgage broking. We are also growing our partnerships with industry funds." He said the heightened M&A ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... said the partnership will help the firm to navigate the "evolving landscape". "As we move into a new era of wealth management, this partnership will allow us to offer an even more tailored and seamless experience for our clients, empowering them to make ...

TWC Invest makes risk, technology hires

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... founder-owned and led boutique firm was unveiled September last year, targeting partnerships with family offices, wealth management firms, and institutional investors. It first launched three funds described as a "departure from conventional accounting-based ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... said. Likewise, Ords head of private wealth Frank Hegerty said it's encouraging to see many established wealth management professionals view the firm as a wealth manager of choice, adding that Ords looks forward to welcoming more through its doors. ...

'Incompetent' adviser permanently banned by ASIC

MATTHEW WAI  |  FRIDAY, 14 MAR 2025
... financial services business. Surtenich was the director and responsible manager of AFS Licensee (AFSL) Suetonius Wealth Management between 28 July 2020 and 14 December 2020, where he recommended to at least 18 clients that they invest in a "Principal-protected ...

amicaa poaches Fidante exec

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... to depart Fidante Partners in the last week. After six years there, Matthew Holberton has left to join Ares Wealth Management Solutions.

Iress hires wealth tech experts

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... evolving Iress' product and technology capabilities as we continue to focus on driving growth in our core wealth management business and delivering exceptional value to our clients through world-class advice technology." Last month Iress added the ...

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
... Some 50% of HNW advisers predict that non-custody solutions will have either a growing or essential role in wealth management over the next three to five years. About 37% of advisers said their clients invested in alternative assets in the last 12 months. ...

Luxury asset investment platform launches for high-net-worth investors

ANDREW MCKEAN  |  TUESDAY, 11 MAR 2025
... this boom, luxury products and high-end collectibles have remained largely overlooked as investment assets in wealth management, according to MUSE. MUSE said that's because product valuations have typically relied on auction sites, outdated appraisals ...