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Showing 11 - 20 of 108 results for "Wealth Advisory"

Scarcity Partners acquires stake of foreign investment firm

ANDREW MCKEAN  |  WEDNESDAY, 11 DEC 2024
... efforts to institutionalise its distribution capabilities by partnering with institutions, family offices, and wealth advisory firms to capitalise on the region's growth potential and generate risk-adjusted returns. Since its inception, January Capital ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... the list welcomed 15 first-time honorees, bringing the total alumni count to 267. The newcomers include: Family Wealth Advisory founder and managing director Michael Bova UniSuper advice senior private client adviser Melinda Brown My Wealth Solutions ...

Dinimus appoints new head of distribution

ANDREW MCKEAN  |  TUESDAY, 22 OCT 2024
... corporate lending in Australia and New Zealand, has hired Nigel Credlin, who most recently served as a partner and wealth advisory director at William Buck. Credlin, who has over two decades of experience, has also held roles as a private investment ...

GAM Investments loses local lead

ELIZABETH FRY  |  FRIDAY, 20 SEP 2024
... Insurance and AMP. Five months ago, GAM recruited Alexandra Williamson as distribution manager for institutions and wealth advisory. Williamson - who joined from First Sentier - was tasked with expanding GAM's local presence and deepening GAM's ...

Kidmans acquires wealth advisory firm

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
Kidmans Partners, a member of the Count network, has acquired Victorian accounting and financial advice firm Zanacorp for $2.1 million. Kidmans will pay 70% of the consideration for Elsternwick-based Zanacorp upon completion and the remainder will be ...

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
Genium Investment Partners won a mandate to provide investment consultancy services to a family-owned wealth advisory firm. Located in Manly, New South Wales, Peer Wealth offers financial and insurance advice, accounting, and mortgage broking services. ...

Vanguard selects next chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... global head of iShares and index investing, a role he left in January. Prior, he held roles including head of US wealth advisory and global head of corporate strategy. He's also previously led McKinsey & Company's asset and wealth management practice. ...

Poor gender diversity not a 'women's problem': Panel

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2024
... women and wealth at the Stockbrokers and Investment Advisers Association Conference (SIAA), prominent leaders of wealth advisory firms discussed the tangible benefits of leading gender diverse teams. Panellist Kate Galvin, the chief executive of Victorian ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... on listed investment and trading solutions. A key milestone was the launch of Desktop Broker, which caters to wealth advisory firms, enabling them to offer trading and investment solutions to their clients. Concurrently, Bell Potter Capital, a sister ...

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... executive Michael Saadie said: "We're pleased JBWere New Zealand will be part of a leading asset management and wealth advisory business." "At the same time, we are committed to continuing to grow our JBWere business in Australia, which is a critical ...