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Showing 271 - 280 of 1009 results for "Private Wealth"

PGIM hires new Australia, NZ head for IRG

CHLOE WALKER  |  MONDAY, 6 MAR 2023
... manager to oversee a key Asia Pacific strategy. It also expanded its Australian business into the wholesale and private wealth markets last year, with the appointment of Benjamin Price as head of Australia Wealth. "The opportunity for PGIM in the region ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... the pcp but was affected by higher costs of doing business. "Growing industry demand for managed accounts, the private wealth merger with MTIS, the full acquisition of Ralton, and the strategic alliances with Torica and Marcus Today, positions the Clime ...

Alternatives fund manager names sales lead

KARREN VERGARA  |  WEDNESDAY, 8 FEB 2023
... Australian Unity, Afflitto spent nearly 10 years at JBWere, working in equity and debt capital markets syndication, private wealth management and technical services. He began his career as an accountant at Walker Wayland Advantage and PKF. Jameson TTB ...

HNWIs remain interested in digital assets: Report

CHLOE WALKER  |  TUESDAY, 13 DEC 2022
... interest in digital assets this year despite market volatility, according to digital asset manager Matrixport's Private Wealth in Digital Assets Study. The study, commissioned by Matrixport and produced by Longtitude, engaged 1500 investors across ...

LGT Crestone brings VC offering to local HNWs

CHLOE WALKER  |  THURSDAY, 8 DEC 2022
In partnering with StepStone Private Wealth, LGT Crestone is providing one of the first open-ended venture capital (VC) funds of its kind for Australian high-net-worth investors. The StepStone Private Venture and Growth Fund, known as SPRING, is already ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... advisers who have attained specialist ethics qualifications, AMP Financial Planning comes out on top with 49%. Fortnum Private Wealth has 46% and Charter Financial Planning has 39%.

Talaria hires head of sales

CASSANDRA BALDINI  |  MONDAY, 5 DEC 2022
... national distribution team. He has also held distribution roles at Perpetual Asset Management and owned an independent private wealth advisory firm. The appointment follows the hiring of Sam Dowling as sales director for NSW and Western Australia in ...

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
Fortnum Private Wealth has launched a Business Optimisation Service (BOS) to help advisers improve the quality, profitability, and capital value of their businesses. The BOS program is currently being rolled out across Fortnum's network of over 90 practices ...

UBS, CBRE launch global property model

CHLOE WALKER  |  TUESDAY, 22 NOV 2022
... with an actively managed portfolio of global listed property securities in the local market with seed capital from private wealth firm Emanuel Whybourne & Loehr (EWL). The strategy uses CBRE's proprietary multi-step investment process to identify 25-45 ...

GSFM strengthens distribution capabilities

JAMIE WILLIAMSON  |  TUESDAY, 8 NOV 2022
... servicing the needs of clients will be of great value," he said. "Retail asset consultants, family offices and private wealth clients are important markets for GSFM, and Michael's background and expertise in targeting this segment make him ideally suited ...