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Showing 211 - 220 of 1009 results for "Private Wealth"

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... Hallinan has been at the forefront of the evolution of investment management in Australia for more than 30 years. "As private wealth investors shift focus from public to private market portfolio solutions, his experience will be invaluable for our clients," ...

Hamilton Lane debunks private market myths

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... carrying value. The investment manager also challenged the notion of a bleak fundraising market. According to its Private Wealth survey, nearly 75% of private wealth respondents intend to increase their allocations. "... there is a massive delta between ...

EG to target intermediaries

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
... seven years at Macquarie Group. "At the moment, we are building our product strategy for the next few years in private wealth," Weingarth said. Weingarth explained that the business was initially built off high-net-worths and then moved to raise capital ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... warm hands while they are able to," he noted. McCrindle said baby boomers and builders control $6.2 trillion in private wealth. "Over the next few decades, much will be transferred and passed on to their grandchildren," he said. The fourth megatrend ...

Sydney HNWI drops $24m on EG building

CHLOE WALKER  |  THURSDAY, 15 FEB 2024
... launched a joint venture with private debt investment company Msquared Capital (Msquared). According to EG head of private wealth Rodney Walt, the partnership aims to deliver great returns for investors through debt products that provide 'equity-like' ...

Jailed adviser permanently banned by ASIC

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2024
... money to feed his gambling habit. At the time, he was sole director and shareholder of Platinum Perpetual Global Private Wealth. In September 2019, the firm's AFSL was cancelled in September 2019 after he was charged over the conduct by Western Australia ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
Scarcity Partners has bought into an $8 billion asset manager that caters to private wealth firms. Scarcity acquired a 30% interest in Evidentia Group but did not disclose the dollar value. Evidentia works with private wealth firms to build investment ...

Oaktree's local head of distribution resigns

ELIZABETH FRY  |  MONDAY, 5 FEB 2024
... Wealth Solutions from Fidante Partners, where he held a senior distribution manager role in its high-net-worth and private wealth division. Before that, Babhoota held similar roles at Ironbark Asset Management and Colonial First State. Brookfield Oaktree ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... initial professional year of work and training, and undertake continuing professional development. Bryn Evans, a private wealth adviser at Integro Private Wealth, said the announcement is welcome news as it is a proposal to provide greater flexibility ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
J.P. Morgan Asset Management (JPMAM) is joining forces with a New Zealand-based private wealth firm that has $28 billion of client funds under management. Craigs Investment Partners (CIP), a high-net-worth advisory firm that also provides investment ...