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Showing 11 - 20 of 481 results for "Jack"

RM Capital, SMSF Club to pay $925k over conflicted remuneration

RIDDHIMA TALWANI  |  FRIDAY, 19 DEC 2025
The Federal Court has ordered licensee RM Capital to pay a $575,000 penalty and its authorised representative SMSF Club to pay $350,000 over conflicted remuneration breaches. The penalties follow ASIC succeeding in its case against RM Capital in 2024 ...

Buyout firm announces promotions

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
... also come on board as the buyout firm's strategy grows in scale and activity. Within private equity, Matthew Lyle and Jack Zhang have been promoted to director, while Dina Zhelezkina has been promoted to associate director, reflecting their contributions ...

Wentworth launches private credit platform

ANGELIQUE MINAS  |  THURSDAY, 4 DEC 2025
Real estate private equity firm Wentworth has launched a private credit platform Wentworth Private Credit (WPC) in Australia and New Zealand. The new division will provide private credit loans to property owners and developers in underserved areas of ...

FEATURE | Agriculture: Golden soil

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
In the book The Lucky Country, the late author Donald Horne provides a piercing assessment of Australia in 1964, stating that its prosperity is derived from good fortune rather than industriousness or ambition. He ruminated about the future challenges ...

PPS Mutual appoints new chair

ANGELIQUE MINAS  |  TUESDAY, 16 SEP 2025
Specialist insurance company PPS Mutual has announced Anthony Asher as the new chair of its board of directors. Asher brings 51 years of experience in the global life insurance industry. His career spans across the financial services sector, academia ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Perth-based financial advice group Integro Private Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices ...

Three portfolio managers exit Stewart Investors

KARREN VERGARA  |  MONDAY, 25 AUG 2025
... Singapore-based senior portfolio manager Sujaya Desai all left the fund manager on August 19. Subsequently, senior portfolio manager Jack Nelson has taken over lead responsibilities for the Global Emerging Markets All Cap and Indian Subcontinent All ...

Bennelong boutique shuts up shop

JAMIE WILLIAMSON  |  WEDNESDAY, 30 JUL 2025
... over the past 10 years and wish them all the best in their future successes." Touchstone was launched in 2015 by principals Jack Chemello, Suellen Morgan and Mary Feros. At its height, it had some $3.5 billion in funds under management. Burke attributed ...

Pinnacle continues North America expansion with new recruit

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
... institutional and intermediary client base in Canada, Pinnacle said. He will also work closely with US-based managing directors Jack Kirkpatrick and Alison Maschmeyer (East Coast), Michael Putica (West Coast), and report to the Australia-based executive ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr. The Fidelity Global Top 50 ex Australia Portfolio draws on the firm's global ...