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Showing 231 - 240 of 1009 results for "Private Wealth"

EG grows private wealth strategy

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... private debt market, EG Funds (EG) has appointed a director of business development to expand its fast-growing private wealth division. EG Private Wealth, spearheaded by director Rodney Walt, partners with private investors and family offices to uncover ...

PSK acquires Perth-based advice group

CASSANDRA BALDINI  |  TUESDAY, 17 OCT 2023
PSK Private Wealth is expanding into Perth with the acquisition of Sage Financial Group. Sage has more than 30 years of history, founded by Peter Tucker and John O'Neill in 1989. Under the acquisition, all its team, comprised of 20 employees and ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... as well as a more friendly user interface," Guiamatsia said. Interestingly, the research found that the use of private wealth advisers has remained steady over the year. This steadiness is a positive development in contrast to the declining use of advisers ...

ASIC fines fintech for misrepresenting crypto product

CASSANDRA BALDINI  |  WEDNESDAY, 27 SEP 2023
... The undertakings include that Bobbob and Goldberg will each cease to be an authorised representative of Sanlam Private Wealth, the AFSL which authorised Bobbob to offer the product. Bobbob will not provide financial services to retail clients for 12 ...

Former adviser lands in jail

KARREN VERGARA  |  TUESDAY, 26 SEP 2023
... gambling habit between July and August 2019 while he was sole director and shareholder of Platinum Perpetual Global Private Wealth, court documents read. One client noticed six unauthorised withdrawals amounting to over $100,000 that Sebo wired to his ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
TownsendCobain Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million. "What ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
The asset consultant has signed its first private wealth firm, diversifying its client base further. Typically advising institutions, Frontier has added South Australia's Perks Private Wealth to its books, advising the firm's investment committee. In ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... life risk insurance, and workplace financial advice. The two practices are authorised representatives of Fortnum Private Wealth. Wise Planners founder and chief executive Gareth Hall founded the firm in November 2014. He will now take up the role of ...

Ironbark launches global infrastructure fund

CHLOE WALKER  |  MONDAY, 4 SEP 2023
... Infrastructure is an open-ended, mid-market focused private markets solution and has already received backing from private wealth firms. Ironbark EagleCrest Infrastructure feeds into the offshore Eaglecrest Infrastructure Fund that is managed by Fiera ...

Madison acquisitions strengthen top line

KARREN VERGARA  |  THURSDAY, 31 AUG 2023
... amortisation and depreciation charges. It posted a profit of $98,490 in FY22. MTIS, which is now part of Clime Private Wealth, contributed $2.7 million in revenue and $530,000 to the group's pre-tax profit. Clime Private Wealth saw funds under advice ...