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Showing 211 - 220 of 3356 results for "wealth management"

ASIC bans adviser jailed for supplying drugs

MATTHEW WAI  |  FRIDAY, 7 MAR 2025
... industry for more than 15 years, he was the shareholder, director and responsible manager of HJ Shortland & Co Wealth Management (HJS) in Alice Springs. HJS had an Australian financial service licence (AFSL) since 2008 until it ceased trading due to ...

Ares builds up wealth team with Fidante poach

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
After six years at Fidante Partners, Matthew Holberton has left to join Ares Wealth Management Solutions. The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his ...

Perpetual appoints demerger specialist

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... recruited a chief transformation officer as the financial services giant continues to pursue the sale of its wealth management business. Song Hong joined Perpetual five months ago as a separation specialist when Perpetual was about to divest its wealth ...

Axius names executive director

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... management, research, distribution, relationship management, and product development across both institutional and wealth management sectors. His extensive experience includes both domestic and international markets, covering alternative and traditional ...

PIMCO names wealth management lead

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
PIMCO has appointed a new head of wealth management for its Australian business, promoting from within. David Orazio replaces Brendon Rodda, who has since left PIMCO for a distribution role at Allianz Retire+. Before joining PIMCO in 2015, he was the ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... products and solutions," it said. Clime's private wealth offering - Clime Private Wealth (CPW) and MTIS Wealth Management are in the process of fully integrating with CPW Queensland now being fully consolidated. This business unit has some $950 million ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... product officer in capital markets and Bennelong Wealth Partners as the chief investment officer. Bennelong - the wealth management arm of Bangarra Group - which also owns Bennelong Funds Management - in 2013, morphed into Carnbrea, a boutique advisory ...

Perpetual profits dented after KKR deal goes up in smoke

ANDREW MCKEAN  |  THURSDAY, 27 FEB 2025
... the first half, driven by higher assets under management (AUM) in asset management and continued growth in its wealth management and corporate trust businesses. The company's operating revenue for the year was $686.2 million, an increase of 4% on ...

TAL taps ex-CBA deputy as chair

ANDREW MCKEAN  |  WEDNESDAY, 26 FEB 2025
... Institute, and president and chair of the Life Insurance Association of Singapore. King has experience in insurance, wealth management, superannuation, investments, and broader financial services - particularly growing and transforming businesses through ...

Perpetual calls off KKR deal

KARREN VERGARA  |  MONDAY, 24 FEB 2025
Perpetual has ended KKR's courtship of its wealth management and corporate trust operations, blaming the massive tax bill the transaction would incur, saying there was no way of getting around it. Since tabulating the tax implications last December ...