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Showing 11 - 20 of 3428 results for "Wealth management"

Integro appoints first Queensland private wealth adviser

VINNY VUCAGO  |  FRIDAY, 16 OCT 2026
... business, with demand increasing among high-net-worth individuals, business owners and families seeking tailored wealth management. "We're seeing growing demand in Queensland from high-net-worth individuals, business owners and families seeking more ...

Betashares-backed MA appoints head of adviser engagement

STAFF WRITER  |  THURSDAY, 15 OCT 2026
The financial adviser who helped set up Aon's wealth management business in Singapore lends her expertise in a newly-created role at Trellia Wealth Partners. Belinda Barclay has been appointed head of adviser engagement at Trellia Wealth Partners ...

LGT poaches Koda Capital's top-rated adviser

RIDDHIMA TALWANI  |  TUESDAY, 13 OCT 2026
LGT Wealth Management has poached Koda Capital's 2025 top-rated adviser and partner Frank Macindoe. Macindoe will be joining LGT Wealth Management in the first week of November. He joined Koda Capital in early 2018 as a senior adviser and partner from ...

Former Income AM director launches fixed income advisory

MATTHEW WAI  |  FRIDAY, 9 OCT 2026
... damage of underperformance." He understands the fee-for-service model is prevalent across much of the local wealth management sector, but the story comes a little different in fixed income and, hence, does not apply a performance fee on his offering. ...

Finura brings AI engineering in house with merger

MATTHEW WAI  |  WEDNESDAY, 7 OCT 2026
... sovereign private cloud hosted in Melbourne. The merger brings together a team of 28 across the two brands serving wealth management, defence and manufacturing, and brings engineering, AI implementation and Australian-hosted infrastructure together with ...

BT adds to C-suite with new role

ELIZA BAVIN  |  TUESDAY, 6 OCT 2026
... engineering and delivery specialists. He previously held a range of senior leadership positions across Macquarie's wealth management business, including responsibility for adviser-facing digital platforms. BT said the newly created role has been ...

Nuveen completes Schroders acquisition

ELIZA BAVIN  |  FRIDAY, 2 OCT 2026
... offering to clients. Nuveen and Schroders intend to maintain their existing investment teams across both asset and wealth management for at least 12 to 18 months post-completion as integration planning takes place. Nuveen and Schroders will also build ...

UBS brings home new alternatives leader

MATTHEW WAI  |  WEDNESDAY, 30 SEP 2026
... to drive UGA's distribution efforts working closely with Wayne Gordon, head of advisory and sales global wealth management Australia. With this move, I am confident that we will be better positioned to provide our local global wealth management and ...

HLB Mann Judd appoints four directors

MATTHEW WAI  |  TUESDAY, 29 SEP 2026
HLB Mann Judd has promoted three managers across its business advisory, wealth management, and corporate tax to director level, while welcoming a new tax consulting director from EY. David Ravida, Tom Peskett, Hannah Waller, and Gaurav Vasnani have ...

Perpetual names insto relationship, funds services lead

MATTHEW WAI  |  TUESDAY, 29 SEP 2026
... financial services experience to the role. Crampton co-founded Zerity, a Sydney-based solutions provider for wealth management, super and retirement, and financial advice, in 2021, and served as chief commercial officer of the business since inception ...