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Showing 291 - 300 of 3361 results for "wealth management"

Clime shakes up board again

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
... reporting a statutory loss of $3.8 million. During the period, it offloaded Madison Financial Group to Infocus Wealth Management due to the complexities and costs associated with licensing financial advisers. In the three months to September, Baragwanath ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
One of the country's oldest wealth management groups has promoted three staffers to partner. Mutual Trust - the Myer and Baillieu family office - said the promotions reflect the increasing number of ultra-high-net-worth families and individuals ...

Investment Trends names sales lead

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... Potter Online, which he was appointed to in mid-2019. Sparks was previously national manager of broking and wealth management at Vanguard Australia, a role he held for almost six years. Prior to Vanguard, he was at iShares Australia where he worked in ...

European private equity strategy launches down under

KARREN VERGARA  |  THURSDAY, 10 OCT 2024
... and after that led technology provider InvestCloud's Australia and New Zealand business. He was also at UBS Wealth Management and JBWere, where he worked as managing director for both firms. HFPCF, an open-ended fund targeting wholesale investors, aims ...

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... innovative investment solutions across property, private equity, infrastructure, and alternative asset classes," the wealth management firm said. The firm added that his appointment to the leadership team reflects its diligence to attract top talent. ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... Financial Services will join its network. The company boasts expertise in financial advice, estate planning, wealth management, accounting, business and lending advisory. The group provides tailored advice to support the needs of companies in all scale ...

Commonwealth Bank shakes up executive leadership team

ANDREW MCKEAN  |  WEDNESDAY, 2 OCT 2024
... joins Commonwealth Bank from HSBC UK, where she worked with banking regulators and served business, retail, wealth management, and private banking customers. Bunnell has led HSBC's business across the Channel Islands and Isle of Man and previously served ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... Spectrum. Users can access a range of comprehensive assets, tools, and capabilities to better facilitate holistic wealth management services. It provides seamless onboarding, trading, and execution processes, along with the digitisation of advice, Praemium ...

Mercer names investment solutions lead

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
Mercer Australia has promoted one of its senior consultants to head of wealth management investment solutions in a bid to increase bench strength in that business. Rebecca Jacques takes on the new role after six years with the firm. Mercer's chief ...

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
... together with founding partners Sean Ward and Andrew Levi, bought out operational aspects of Pitcher Partners' wealth management for an undisclosed figure. Viola serves as executive chair and adviser. Ward serves as chief executive, having joined ...