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Showing 11 - 20 of 1009 results for "Private wealth"

Former adviser takes on investment role

MATTHEW WAI | TUESDAY, 28 APR 2026

... private banking and platform development. She began her career as a trustee consultant at MLC, before moving to the private wealth division at Commonwealth Bank. She also spent nearly two years at Iress as client solutions consultant in the UK. More ...

Rapid growth of UHNW population prompts management shift: Knight Frank

MATTHEW WAI | THURSDAY, 23 APR 2026

... direct investment in real estate, infrastructure, energy and value-add assets to manage their wealth, he added. "Private wealth in Australia is becoming more sophisticated and more strategic; gone are the days of blind investing," Petrovs said. "Individuals ...

Aussie private credit shows strength, lures offshore investors: Report

KARREN VERGARA | FRIDAY, 17 APR 2026

... tariffs, geopolitical tensions and demographic factors puts it in good stead among global private credit investors. Private wealth investors are expected to deploy more capital to the sector, with "substantial potential" for large Australian private ...

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI | THURSDAY, 16 APR 2026

... of our presence in Queensland." Esencia Wealth was formed in 2024 when four advice firms - Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory - joined forces under one banner. "We're focused on building a world-class ...

JBWere makes senior advice hires

STAFF WRITER | WEDNESDAY, 15 APR 2026

... Smoker has been named head of advice for NSW/ACT. Smoker was most recently at Commonwealth Bank as general manager, private wealth for two years. He also worked in private wealth at Westpac. With a background in broking, Smoker was chief executive of ...

Former super fund chief to steer new fund manager

JAMIE WILLIAMSON | FRIDAY, 10 APR 2026

... investments. Earlier in his career, Palmer worked for Schroders, including as head of portfolio management in the UK private wealth business. Affinity plans to target opportunities across infrastructure, natural resources, energy transition, food and ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI | TUESDAY, 7 APR 2026

Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR | THURSDAY, 2 APR 2026

A specialist in private wealth advice for Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN | WEDNESDAY, 1 APR 2026

... marriage, things start to get even more complicated, especially if children are involved. Blending families Arrow Private Wealth chair and chief investment officer Peter Leggett says the Baby Boomer generation has vastly different values from their parents ...

GESB chief bows out after 10 years

ELIZABETH FRY | THURSDAY, 26 MAR 2026

... management, including eight years at Schroders, where he served most recently as head of portfolio management for the UK private wealth business. Before that, Palmer worked as an asset allocation strategist in the not-for-profit sector. As for Taylor ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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