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Showing 11 - 20 of 1026 results for "Private Wealth"

Focus Partners Australia appoints head of wealth advisory

RIDDHIMA TALWANI  |  THURSDAY, 9 JUL 2026
... growth across the business. He joins the from Ord Minnett where he was state manager for Queensland and senior private wealth adviser. "David's appointment reflects our long-term commitment to investing in our wealth business and building greater capability ...

Singaporean VC snags Natixis head of distribution

MATTHEW WAI  |  WEDNESDAY, 8 JUL 2026
... client relationships for further growth, January Capital said. He brings two decades of experience across funds, private wealth management and capital markets. Prior to Natixis, Guthrie held senior distribution and advisory roles at Investors Mutual ...

arcpoint OCIO scores more mandates, Larapinta Private launches

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... Koda Capital where he was a senior adviser and partner. Before that, he was an adviser at Escala Partners, Akambo Private Wealth and ANZ. "Most wealth firms ask a family to choose between the two. I built Larapinta because the firm I wanted for these ...

Netwealth expands Morgan Stanley mandate

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
Amid expanding its stockbroking and private wealth capabilities, Netwealth has been picked by Morgan Stanley to provide a platform solution to its Australian wealth business. The new agreement will see Netwealth cater to Morgan Stanley's ASX-listed ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
Bell Financial Group (BFG) has launched Bell Potter Private Wealth (BPPW), a new platform that helps service its 300,000 clients with $92.1 billion in funds under advice. The platform centralises investment advice, portfolio management and consolidated ...

Euroz Hartleys sells capital markets arm to Canada's BMO

RIDDHIMA TALWANI  |  TUESDAY, 30 JUN 2026
... million in an all-cash deal. The divestment will allow the ASX-listed wealth firm to be a standalone pure-play private wealth business, it said. Both Euroz Hartleys executive chair Andrew McKenzie and managing director Tim Bunney will transition to the ...

Evergreen founder exits Ascalon Capital

KARREN VERGARA  |  MONDAY, 22 JUN 2026
... did not join Ascalon but moved to Betashares as a portfolio manager in superannuation in April. Ascalon services private wealth firms, providing customised institutional-grade portfolio solutions. It started out as Oreana in 2018 and rebranded as Ascalon ...

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... mergers and acquisitions, and corporate advisory. If the sale goes ahead, Euroz Hartleys' other business line - private wealth services - would remain intact. This division comprises private wealth advisers who work with high-net-worth individuals, companies ...

Brookfield accelerates infrastructure strategy in Australia

VINNY VUCAGO  |  WEDNESDAY, 3 JUN 2026
Brookfield has expanded its private wealth offering in Australia with the launch of an infrastructure income fund designed to provide wholesale investors access to the assets managers global private infrastructure portfolio. The Brookfield Infrastructure ...

Channel Capital appoints distribution director

STAFF WRITER  |  THURSDAY, 14 MAY 2026
... in Melbourne, Xavier will focus on servicing wealth advisers and sophisticated clients across the intermediary, private wealth and family office channels, building on the group's relationships in Victoria and other regional locations. Prior to joining ...