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Showing 251 - 260 of 1009 results for "Private wealth"

Diverger acquires majority interest in private wealth firm

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
Diverger acquired a stake in Melbourne-based Paragem advice firm Atkinson Saynor Private Wealth, using its transitional equity model. Earlier in the year, the firm highlighted the importance of more transformational transactions and said this would ...

Nuveen, Commonwealth Private partner to launch REIT

CASSANDRA BALDINI  |  FRIDAY, 30 JUN 2023
... Nuveen Global Cities Real Estate Fund is the asset managers' first locally domiciled unit trust for Australian private wealth clients. The new vehicle serves as an Australian-domiciled feeder into Nuveen's listed global cities real estate strategy ...

Advisers embrace less back-office burden

KARREN VERGARA  |  FRIDAY, 23 JUN 2023
... getting rid of the Fee Disclosure Statements is certainly a step in the right direction," he said. Kristine Pham, private wealth adviser at Lipman Burgon & Partners, said anything that streamlines administration for clients and compliance obligations ...

Hamilton Lane welcomes local head of private wealth

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
Scott Thomas will join Hamilton Lane as its head of private wealth in Australia, as the firm plans to expand its distribution efforts down under. In the newly created role, Thomas will serve the firm's high-net-worth investors, as well as work alongside ...

Australia to see strong flow of HNWs

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
... 5000 high-net-worth individuals are expected to migrate to Australia this year. According to Henley & Partners' Private Wealth Migration Report, Australia saw a net inflow of 3800 HNWs last year. This is expected to increase substantially for 2023 and ...

Epsilon launches second Australian fund

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
... Fund. The fund manager explained the initial launch raised capital from a range of prominent investors including private wealth advisory firms, multi-family offices, fund-of-funds, high-net-worth investors, and small institutional investors. Epsilon ...

FAAA awards Gwen Fletcher Memorial prize

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... (FAAA) has awarded a Gwen Fletcher Memorial Award to a Sydney-based financial adviser. Kristine Pham, an associate private wealth adviser at Lipman Burgon & Partners, won the award for the first semester of 2023. She joined the firm in 2021 and has seven ...

Italian private credit fund brings unique offering down under

CHLOE WALKER  |  TUESDAY, 30 MAY 2023
... seeing growth in our private market business." Borysiewicz said MLoan has particular appeal to Australia's private wealth market. "Large institutions with big ticket sizes have played in the private credit space for years, domestically and globally ...

EG expands into private debt market

CHLOE WALKER  |  THURSDAY, 18 MAY 2023
... ensure that risks and credit quality are thoroughly assessed to safeguard investor funds," EG said. EG head of private wealth Rodney Walk said after extensive consultation, the group is confident that Msquared Capital is the right cultural fit for a ...

Tishman Speyer, Raffles Family Office launch APAC fund

CHLOE WALKER  |  FRIDAY, 12 MAY 2023
... sector, logistics, and special situations, including credit strategies and distressed opportunities. It aims to offer private wealth investors unparalleled access into tailored, institutional grade real estate investments. Financial particulars of the ...