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Showing 11 - 20 of 163 results for %22Private Wealth Network%22

Family office executives take investment reins: Ocorian

CHLOE WALKER  |  THURSDAY, 5 OCT 2023
... has gathered momentum due to growing complexity in managing assets from the growth of alternative asset classes such as private equity, venture capital, hedge funds and real assets as well as a rise in regulatory requirements as they look to global assets." ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
... $2 billion funding shortfall leading into the 2032 Brisbane Olympic and Paralympic Games represents an opportunity for private investors. "There's a huge opportunity for sports tech to help create efficiencies, reduce risk, diversify revenues, and ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
TownsendCobain Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million. "What ...

Ironbark launches global infrastructure fund

CHLOE WALKER  |  MONDAY, 4 SEP 2023
... Infrastructure is an open-ended, mid-market focused private markets solution and has already received backing from private wealth firms. Ironbark EagleCrest Infrastructure feeds into the offshore Eaglecrest Infrastructure Fund that is managed by Fiera ...

Diverger aims to increase profits via scalability

CASSANDRA BALDINI  |  THURSDAY, 24 AUG 2023
... equity partnership model, completing two investments into McGregor Wealth Management Pty Ltd and Atkinson Saynor Private Wealth. Diverger announced a slight increase of 2% on its normalised EBITA which shifted to $6.9 million from $7.06 million. Meantime ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
... application to our existing and future clients." Dixon, who is also managing partner at Anchorage Capital Partners, the private equity firm that acquired GBST in December 2021, added: "We are delighted to welcome Jacqui Henderson and her team."

IFM drops $50m on local infrastructure player

CASSANDRA BALDINI  |  FRIDAY, 21 JUL 2023
... August, subject to SUPA shareholder approval. At the time of completion, it's intended that IFM investment director of private equity Daniela Wegner and executive director of private equity Jeremy Larkin will join the SUPA board. Larkin explained the ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174), and Infocus Securities (172) make up the top 10 non-aligned licensees. Insignia continues ...

Clime outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... $236,000 from $445,000 in the six months to December 2022. However, Clime did note that, during the March quarter, its private wealth business secured its first family office consulting mandate with a $50 million advisory contract. Clime said the volatility ...

Ares, Mubadala form global credit secondaries JV

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
... of credit investments Fabrizio Bocciardi said the sovereign wealth fund is pleased to be partnering with Ares again. "Private credit has become a relevant and important part of institutional portfolios which has led to the growth and development of the ...