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| | | ... improvement analyst. The move to bolster the Victorian team follows the recent addition of three banking specialists to the New South Wales team and three new relationship staffers for the Queensland and Perth offices. Payton Capital, a wholly owned ... |
| | | | ... management (AUM) grew 3% to $109.7 billion in the 2024 financial year, its recently published annual report shows. The New South Wales investment manager boasted $139.8 million in net profit, which was up 8.3% year on year. It will return $130 million ... |
| | | | Invest Blue - part of Ironbark Group - has announced the acquisition of wealth protection and estate planning provider Lambert Group. Lambert Group has a client portfolio of 700 families, coupled with a strong referral network and an experienced team ... |
| | | | ... past 20 years, while also flagging he sees "scalable private credit opportunities" in other Asia Pacific markets, including South Korea, India, and Japan. Incoming managing director for Wingate Nick Jacobson, who will oversee the business, said: "Wingate ... |
| | | | ... in this context," Palmer said. It comes as Viridian Financial Group co-founder Brett Arnol said with HSC results in New South Wales released next week, school leavers should consider a career in financial planning. "The industry has undergone significant ... |
| | | | ... The sale was completed one year later. Before that, she was general manager at International Life Solutions, an affiliated South African business focused on operational excellence, country integration and global strategy. Denby joined from GE Capital ... |
| | | | ... management and superannuation communities." For his part, Michalakis said he was looking forward to joining Funds SA. "As a proud South Australian, I'm passionate about delivering exceptional investment outcomes for our clients," he said. "I'm ... |
| | | | ... Wellington, Davies worked as a senior asset consultant with MLC and an actuarial valuations manager at Southern Life in South Africa. As for King, he has spent 16 years at the firm and worked in the Sydney office in client service, transition management ... |
| | | | ... retail, commercial, corporate and markets. He spent a decade at HSBC in various executive capacities across Asia, Europe and South America. Prior to HSBC, he enjoyed a successful spell at Santander. O'Sullivan explained why Matos emerged as the successful ... |
| | | | ... management and superannuation communities." Michalakis, meanwhile, said he is looking forward to joining Funds SA. "As a proud South Australian, I'm passionate about delivering exceptional investment outcomes for our clients," he said. "I'm honoured ... |
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