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Showing 211 - 220 of 1026 results for "Private Wealth"

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 ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... Infocus for $2 million. The sale is part of Clime's strategic decision to focus on its funds management and private wealth businesses and is due to complete by June end. Infocus will pay $2 million for the licensee and platform, using a three-year ...

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... has been a director of Guardian Group Financial Planning since 5 January 2018. Nabi previously worked at Sentinel Private Wealth for more than a year before joining Life Plan FP in 2018. He also worked at Affinia Financial Advisers and My Adviser.

Blue Owl hires from Fidelity for APAC private wealth lead

ELIZA BAVIN  |  TUESDAY, 7 MAY 2024
Blue Owl Capital has announced the hiring of Johann Santer as a managing director and head of APAC private wealth, effective immediately. Santer will be based in the company's Hong Kong office reporting to Sean Connor, president and chief executive ...