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Showing 231 - 240 of 3360 results for "Wealth management"

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... clients. As every Australian financial adviser and investor knows, tax efficiency is a critical component of wealth management. The importance and benefit of tax optimisation within clients' taxable accounts cannot be overstated." Praemium head of ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... appointed a financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently at Mutual Trust, which ...

FAAA 'frustrated' as Dixon inquiry delayed

ELIZA BAVIN  |  THURSDAY, 6 FEB 2025
The Senate Economics Committee Inquiry into Wealth Management Companies (CSLR and Dixon Advisory) has been deferred from March 27 to July 28 - pushing back the inquiry by four months. Parliament returned this week, and the Senate approved the deferral ...

Australian Wealth Advisors Group invests big in Sequoia

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
... Greensborough. Murdoch Private Wealth was onboarded as an authorised representative of CHPW Financial, AWAG's wealth management advisory services business.

Westpac names new chief executive of wealth

ELIZA BAVIN  |  TUESDAY, 4 FEB 2025
... financial services and brings a career spanning more than 20 years in institutional banking, corporate finance and wealth management to the role. Fowler will join Westpac from Commonwealth Bank (CBA), where he is currently the executive general manager ...

Syfe bids for SelfWealth, ups BFG's offer

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... parent company Svava has already acquired 43.4 million SelfWealth shares, representing 18.8% of shares on issue. Wealth management platform Syfe is based in Singapore and operates in Australia and Hong Kong. It had about 250,000 users at the end of September ...

The regulatory pendulum has swung too far: FSC

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... opportunity presented by our globally competitive funds management industry. Our internationally recognised wealth management expertise offers immense opportunities for export growth, which unlike solar panels or quantum computing, doesn't need expensive ...

Orbis recruits investment specialist

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... Allan Gray Australia, where he served as a business development manager working with financial advisers and wealth management professionals in Victoria, Tasmania, and South Australia. He began his career with the Allan Gray Group in South Africa in 2008 ...

BlackRock's Chantal Giles expands role

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... Giles has been with BlackRock for 17 years. In her current role, she oversees the firm's relationships with wealth management firms and platforms, where she distributes BlackRock's alpha-seeking and iShares products, as well as portfolio construction ...

Perpetual delivers 'mixed' performance in Q2

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
... growth in funds under administration (FUA) totalling 2.5%, supported by growth across the majority of products in wealth management, the business delivered growth of 1% in funds under advice driven by favourable market movements." Perpetual said it expects ...