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Showing 261 - 270 of 9257 results for "wealth"

BUSSQ investment chief exits

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025
... State Super and TCorp, as well as head of investments at ESSSuper. More recently, he held portfolio management roles at ANZ Wealth and IOOF before becoming executive director of Clearway Capital Solutions.

Super moves: Aware, VFMC, CareSuper, UniSuper, NGS

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025
... investment leadership experience to the board role. She served as chief investment officer of Australia's sovereign wealth fund for two years until 2022. Brake is currently chair of Australian AI company Dragonfly Thinking. She also sits on the board ...

Frontier recruits operating chief

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025
... Previously, she worked at eftpos Payments Australia as its finance chief and operating chief and spent eight years at ClearView Wealth finishing up as general manager of transformation and delivery, This followed two years at BUPA Australia where she ...

Digital asset firm names investment chief

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025
... institutional and sophisticated investors, committed to providing secure, compliant and customised financial solutions that protect wealth while unlocking opportunities," a spokesperson said. Vector is licensed and regulated in Australia and maintains ...

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
... certainty of reaching a binding agreement, or that any transaction would proceed. Perpetual announced its intent to sell the wealth management business in February 2025. On November 5, Perpetual confirmed the exclusive agreement with Bain Capital Private ...

AMP upgrades North

ANGELIQUE MINAS  |  WEDNESDAY, 17 DEC 2025
... investment platform North is launching a digital capability to enhance efficiency and client engagement. The North Interactive Wealth portal has been designed to assist advisers to increase capacity and deliver greater efficiency when engaging with clients. ...

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
The closures of several active fund managers following the loss of a major mandate has underscored the importance of having a diversified client base, as one $2.2 billion manager warns this has become a substantial business risk. This year alone saw ...

Sequoia expects earnings hit from Shield, First Guardian

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... victims. Rainmaker analysis of the ASIC Financial Advisers Register shows that Sequoia currently has 15 advisers under Sequoia Wealth Management and 277 under Interprac. Sequoia's legal and administration services division's EBITDA comes to $1.65 million ...

AWAG makes two strategic investments

ELIZA BAVIN  |  TUESDAY, 16 DEC 2025
Australian Wealth Advisors Group (AWAG) has made two strategic investments, in Avalon Financial Services and SWR Chartered Accountants, doubling its authorised representatives from 40 to 80 across Australia. Avalon is a Sydney-based company specialising ...

Aberdeen to acquire $3bn worth of MFS funds

MATTHEW WAI  |  MONDAY, 15 DEC 2025
... platform, with this highly synergistic acquisition," Windsor said. "As we implement our strategy to become the UK's leading wealth and investment group, we will continue to invest in areas of strength where we see significant room for growth." Meanwhile ...