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| | ... organisations. GBST also renewed a five-year contract with an Australian Tier 1 financial services organisation for its wealth management administration platform, Composer. Practifi chief executive Adrian Johnstone told Financial Standard that the company ... |
| | | ... capabilities as well as cultivating close relationships with asset consultants, independent financial advisers, and private wealth firms. Wheelhouse managing director Alastair MacLeod told Financial Standard McGauley would be deeply missed. "Wayne loved ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... Commonwealth Bank. Schroders Australia chief executive and chief investment officer Simon Doyle said Fernandez brings a wealth of experience to the role. "Jude is a well-respected, passionate, and collaborative sales leader, who has established strong ... |
| | | 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 ... |
| | | Wealth management software business GBST has collaborated with Luna Partners to create a technology platform that connects investors and managers to the wholesale private equity market. The cloud-based SaaS platform will open investment opportunities ... |
| | | ... 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 businesses ... |
| | | Hejaz has appointed wealth fintech Openmarkets to equip its in-development Shariah-compliant investment platform with trading and execution technology solutions. Openmarkets will support the platform with API-led market infrastructure technology, enabling ... |
| | | ... 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. ... |
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