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| | | Former QIC and Morgan Stanley staffers have launched Granite Bay Private Wealth and appointed BlackRock as its outsourced chief investment officer (OCIO). Granite Bay is founded by Brisbane-based Steve Moon, who is also the managing partner. Moon was ... |
| | | | ... high-quality investment solutions that assist people to meet their income goals in retirement is one of the biggest challenges in wealth management, particularly given the growing number of people heading into that phase of their lives. "We're excited ... |
| | | | ... across economic cycles. The transaction follows recent international deals, including with Equitix and the UK's National Wealth Fund to invest g £500 million into a new UK battery storage platform, Eelpower Energy. In July 2025, the fund announced ... |
| | | | ... Philanthropy Australia said at the time. "The gift follows on from the Forrests' 2013 pledge to donate at least half of their wealth - the Forrests were the first Australians to sign the global Giving Pledge established by Bill and Melinda Gates." Pitted ... |
| | | | ... August 2014 before landing the role of deputy chief operating officer. Locally, KKR was close to acquiring Perpetual's wealth management and corporate trust businesses until a massive tax bill shattered the deal. Following ATO feedback, Perpetual ... |
| | | | ... Karin Halliday has stepped down from her role as director of investment stewardship and ESG at Australia's sovereign wealth fund. After a long career spanning markets, governance and investment stewardship at AMP Capital and the Future Fund, Halliday ... |
| | | | ... Scott Weaver as it looks to better support advisers as the business grows. Weaver will work with associate and private wealth advisers across Ord Minnett's 15 offices. His role is focused on adviser development, lifting capability across the firm ... |
| | | | ... meanwhile, until ten months ago led Mercer's investments, super, advice and administration portfolio as chief executive of Wealth Pacific. She previously co-founded Amicaa, a specialist corporate advisory and private credit investment management ... |
| | | | ... its stand-alone superannuation administration business aligned with its strategic objective "to focus on growing our core wealth businesses in superannuation and investments, alongside Mercer Workforce Solutions and Mercer Marsh Benefits". Mercer recently ... |
| | | | ... for the long-term. Observing the trend, CFS said Australians are missing out on one of the most effective ways to build wealth - superannuation - but many were not viewing it as an investment. While over half (54%) consider their super to be an investment ... |
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