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Showing 2521 - 2530 of 9279 results for "wealth"

Alphinity adds to global equities team

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
... 1999 in a strategy, mergers and acquisition team before moving onto executive manager, strategic business development, wealth management. Masters' appointment follows that of Mary Manning. Both Manning and Masters will help manage the $4 billion Alphinity ...

Sequoia launches family office

ELIZABETH MCARTHUR  |  FRIDAY, 2 JUL 2021
In its latest move to expand its wealth business, Sequoia Financial Group has launched the Sequoia Family Office. The new business will target local ultra-high and high-net-worth investors with between $5 million and $100 million in investable funds. ...

IOOF hires from AustralianSuper

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... funds under administration (FUA) being migrated onto Evolve. The company also recently completed its acquisition of MLC Wealth from National Australia Bank, adding 406 financial advisers to IOOF and making key appointments. The merger has also doubled ...

Connectus acquires fifth practice

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
Global financial advice firm Connectus Wealth Advisers continues its Australian expansion strategy, announcing it will acquire its fifth wealth management firm in less than a year. Connectus has entered into a definitive agreement to acquire New South ...

Wilsons adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 30 JUN 2021
... advisory firm appointed the former chief executive of Commonwealth Bank alongside Craigs Investment Partners head of private wealth and market to its board. Ralph Norris and Jeremy Williamson have been appointed as non-executive directors. Norris was ...

QIC chief executive to retire

ELIZABETH MCARTHUR  |  WEDNESDAY, 30 JUN 2021
... Queensland Future Fund. "This initiative, including the transfer of the $7.8 billion Queensland Titles Registry, will build wealth for future generations and demonstrates the value of an institution like QIC to the state," he said. "I thank the entire ...

Fitzpatricks bolsters Victorian presence

ELIZABETH MCARTHUR  |  WEDNESDAY, 30 JUN 2021
Fitzpatricks Private Wealth has appointed a Victorian regional manager to expand its presence in the state. Daniel Proietto will step into the position, after most recently working as an independent business consultant, advising investment managers ...

Saxo Markets names head of asset management

JAMIE WILLIAMSON  |  TUESDAY, 29 JUN 2021
... offering to APAC. Prasad led Ignition Advice for two years before resigning in January. Prior to this he was a director of wealth management at KPMG Australia. 'Saxo Markets has established itself in the APAC region as a trusted and well-regulated ...

New chair of BT Super trustee board

ELIZABETH MCARTHUR  |  MONDAY, 28 JUN 2021
... and executive and will bring to our trustee board more than 34 years' experience across retail banking, superannuation, wealth management and insurance sectors," Yetton said. "Superannuation is critically important, both for individuals and for the economic ...

HESTA nabs Hostplus executive

ELIZABETH MCARTHUR  |  MONDAY, 28 JUN 2021
... sustainable development goals while delivering strong long-term financial returns for members," Sawtell-Rickson said. "Kim's wealth of expertise across environmental, social and corporate governance will support HESTA to continue its important work." ...