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Showing 241 - 250 of 1009 results for "Private wealth"

LGT Crestone hires from Future Fund

ELIZABETH FRY  |  MONDAY, 28 AUG 2023
... recognise his appointment as a reflection of the firm's continued expansion to meet the growing demands of the private wealth sector in Australia. "We are confident he will make significant contributions to our ability to provide strategically tailored ...

Integro Private Wealth acquires Wealth Advantage

CHLOE WALKER  |  FRIDAY, 25 AUG 2023
The Perth-based family office advice firm has officially taken on Albany-based firm Wealth Advantage Group, in a strategic move to target more family offices across the state. While Wealth Advantage will remain in its Albany office, its staff have already ...

Diverger aims to increase profits via scalability

CASSANDRA BALDINI  |  THURSDAY, 24 AUG 2023
... equity partnership model, completing two investments into McGregor Wealth Management Pty Ltd and Atkinson Saynor Private Wealth. Diverger announced a slight increase of 2% on its normalised EBITA which shifted to $6.9 million from $7.06 million. Meantime ...

Global wealth to rise 38% by 2027: Report

CHLOE WALKER  |  THURSDAY, 17 AUG 2023
... 2022 recorded the first fall in net global household wealth since the global financial crisis of 2008. Total net private wealth fell by $17.6 trillion to $709.4 trillion at the year. Wealth per adult at the end of 2022 was $776,006 in Australia, down ...

Lonsec appoints new investments leadership

CHLOE WALKER  |  THURSDAY, 10 AUG 2023
... division, while Deanne Baker will serve as deputy chief investment officer. Previously, Lim served at Morgan Stanley Private Wealth Management Asia for seven years as its co-head of investment management services. Prior to Morgan Stanley, Lim managed ...

Bombora, Morrows partner on risk advice

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2023
... currently directors of Safeguard Life in Melbourne. Meanwhile, Laurel Moulynox, who serves as director of Morrows Private Wealth, said: "We are delighted to partner with Bombora to launch Morrows Risk Insurance. This collaboration allows us to harness ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
Capital Partners Private Wealth Advisers has acquired Partnership Wealth Management. In a deal that was finalised yesterday, The Partnership Wealth Management team will merge with Capital Partners, joining a team of 41 which includes 13 wealth advisers. ...

Integro Private Wealth welcomes GM

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
The Western Australia-based private wealth firm has appointed Claire Vinnicombe as its new general manager. Vinnicombe brings over 25 years of experience across a range of industries with expertise in people and culture, professional services, and management ...

Goldman Sachs launches global infra feeder fund for Aussie investors

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... predictable cash flows indexed on inflation." However, there's been a shift in client appetite. "Recently, private wealth investors, all the way through to retail investors have realised the attraction of this asset class," he said. "Its downside ...

PE success all about fund selection: Rest

CASSANDRA BALDINI  |  WEDNESDAY, 19 JUL 2023
... is an expectation that fundraising will slow down. "We could first see a little bit more participation from the private wealth segment of investors to slightly offset the limitations of institutional investors," she explained. "We also expect that as ...