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Showing 11 - 20 of 3374 results for "Wealth Management"

Australia welcomes 25k to millionaires' club: UBS

KARREN VERGARA  |  MONDAY, 6 JUL 2026
... United Arab Emirates and Russia, which recorded the highest levels of wealth inequality at 0.82. UBS Global Wealth Management Australia head of investments Andrew McAuley said once again, Australia punches above its weight in terms of wealth and equality ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... mobile app puts clients in the driver's seat when it comes to visibility over their wealth. This is what modern wealth management looks like," Selvarajah said. It comes at a time where Australians are increasingly interested in investment solutions beyond ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
... expansion in March, when it merged with Financial 3 Wealth and Marsden Wealth Advisers, and its acquisition of FMA Wealth Management in December 2025. Fenning said the firm continues to attract interest from like-minded advice business as consolidation ...

Kudu continues Australian expansion with fresh investment

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... explained the appeal of the transaction and why Australia continues to position itself as a prime opportunity for wealth management expansion. "Australia represents a compelling market for wealth management, supported by strong secular growth drivers ...

Evergreen founder exits Ascalon Capital

KARREN VERGARA  |  MONDAY, 22 JUN 2026
... venture. Ascalon acquired Evergreen Consultants in late 2025 in a bid to strengthen its position in the domestic wealth management market by leveraging Evergreen's independent research, disciplined portfolio construction and high-touch client models. ...

Kudu acquires minority stake in Drummond Capital Partners

MATTHEW WAI  |  MONDAY, 22 JUN 2026
... stake in boutique investment manager Drummond Capital Partners as it looks to expand scope across the domestic wealth management industry. Kudu's investment, although undisclosed, is structured as a "minority, non-controlling stake", with no changes ...

Zenith bolsters research, investment capabilities with new hires

MATTHEW WAI  |  TUESDAY, 16 JUN 2026
... research and advising institutional clients on private infrastructure. He also worked as a financial adviser at KRA Wealth Management and interned at M&A Partners. In his new role, he will be based in Melbourne and report to head of income research and ...

Janus Henderson builds AI for investment teams

RIDDHIMA TALWANI  |  FRIDAY, 12 JUN 2026
... built into the business, not software bought off a shelf," Janus Henderson said. Anthropic head of asset and wealth management Peter Nolan noted asset management is a knowledge-intensive industry where reliable AI can help teams work faster and serve ...

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... period of exclusivity until June 30 to conduct due diligence and progress relevant transaction documentation. The wealth management group confirmed the proposal following the AFR speculating on the transaction overnight. Euroz Hartleys added the transaction ...

BT appoints new head of strategy

KARREN VERGARA  |  THURSDAY, 4 JUN 2026
... to the growing role platforms can play for advisers and their clients." "Simon brings deep experience across wealth management and product strategy which will be critical as we strengthen how we support advisers and quality financial advice to thrive ...