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Showing 11 - 20 of 518 results for "High-Net-Worth"

Alexander Funds recruits regional manager

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... in Melbourne. Marchueta will join distribution head Chris Inifer, and will focus on adviser, family office and high net worth clients in VIC, SA and TAS. She will also work alongside James Curnow the Sydney-based regional manager for New South Wales ...

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... manager for those states. The recruit is tasked with growing Warakirri's relationships in the family office, high net worth and retail advisory markets. Reporting to Warakirri head of distribution Stuart Devlin, Faehndrich joins at a pivotal time ...

GAM boosts local sales team

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... Reporting directly to Finnell, Malcolm Kazal brings with him years of experience in private markets within the high net worth and institutional sectors. Kazal will be based in Sydney and work closely with the existing global teams, alongside client directors ...

FX expert jumps from Insight to HSBC

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... Before joining Insight, he founded Cerca FX Consulting, where he spent two years advising institutional investors, high net worth and family offices on currency programs and operational efficiency. He arrived there from Rochford Capital, where he ran ...

Can technology help advisers service the masses?

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
Financial advisers who choose to serve the masses instead of specialising must reckon with how to leverage technology to make this possible amidst the influx of wealth Australians do not know how to plan for, according to industry experts. A panel of ...

Apollo, State Street plot private markets ETF

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... continue to grow in the coming decade, but until now they have mainly been open to large institutions and ultra-high net worth investors." "We are pleased to be working with Apollo to democratise access to private asset exposures through ETFs and other ...

Wilsons Advisory snaps up private wealth practice

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... and excited about the opportunity to expand our reach and breadth of services to Australia's high and ultra-high net worth individuals and family offices." Skillecorn added that he was delighted to be welcoming the new additions to the private wealth ...

Global Credit Investments appoints new chief executive

ELIZA BAVIN  |  TUESDAY, 16 JUL 2024
... central to driving GCI's investment decisions and retaining and growing strategic relationships with the firm's high net worth and family office investor base. GCI said Skilbeck will work with Solsky and Sher to guide the overarching strategy and implementation ...

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... chief executive Dan Huggins said: "From people saving for retirement or their first home through KiwiSaver, to high net worth, institutional, and not for profit clients - BNZ's relationship with the new entity is expected to significantly enhance BNZ's ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... assets increased by 10,000 in the past year to 635,000, according to Investment Trends' latest research. The 2023 High Net Worth Investor Report, sponsored by Praemium, is based on a quantitative online survey conducted between June and July in which ...