Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 3723 results for %22Direct My Wealth%22

Apostle Funds Management welcomes new head of wholesale

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... credit, venture capital, timberland, and global equities. James brings over 25 years' experience in the investment and wealth management industry along with expertise across distribution, marketing, and client services. He was most recently general manager ...

WTW to launch dedicated private equity fund

ANDREW MCKEAN  |  MONDAY, 15 APR 2024
... for investors and is the culmination of three years of development work. Crucially for end savers looking to grow their wealth, they will now be able to access dedicated private equity exposure through a regulated pooled fund structure, the first of ...

Former AMP Capital research lead joins family office

ELIZABETH FRY  |  MONDAY, 15 APR 2024
... head of institutional capital and research. The White family office, led by the head of the Ray White Group, invests in direct lending, real estate private equity, and private equity for institutional investors, family offices, and private wealth managers. ...

Citi Australia managing director takes on expanded remit

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... oversight of Citi's engagement and support for institutional partners such as super funds, asset managers, insurers, and wealth platforms. She has over 25 years' experience in financial services, spanning banking and asset management. In 2022, Ashton ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
Mercury Capital will acquire KKR's 40% stake in wealth management and advisory firm Findex. The partnership will leverage Mercury Capital's understanding of the Australian and New Zealand markets and their experience working with business owners ...

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... supports new mandate wins and lower redemptions," Morningstar said. "Additionally, we anticipate improved flows for both wealth management and corporate trust with stabilising interest rates and potential improvements in macroeconomic conditions. Both ...

James Mawhinney applies to have ASIC's case struck out

ELIZA BAVIN  |  MONDAY, 8 APR 2024
... matter. This comes after the details of the $44 million settlement between Mayfair 101, Mawhinney and the liquidators of IPO Wealth Holdings were made public. In July 2022, the liquidators reached a settlement to abandon all claims against Mawhinney ...

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... growing pool of South Australian clients. These include the University of Adelaide, Return to Work SA and Perks Private Wealth. Purkis has risen quickly through the ranks having joined Frontier as an associate in 2021 after five years in funds management. ...

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... all consulting practices," JANA general manager of investment trusts Leon Tisdell said. "Both Claire and David bring a wealth of knowledge to their respective positions, with insights and expertise that will undoubtedly enrich our strategic approach. ...

HUB24 growth officer jumps to AZ NGA

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... quality advice to more Australians." Stafford has over 25 years' financial services experience, spanning superannuation, wealth management, life insurance and advice. She joined HUB24 in 2022 after seven years at MetLife in various senior roles including ...