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

Search Results

Showing 301 - 310 of 1028 results for "Private wealth"

Fortnum expands engagement, growth team

CASSANDRA BALDINI  |  WEDNESDAY, 19 OCT 2022
Fortnum Private Wealth welcomed Jason Gapps to the role of practice engagement and growth manager. Gapps will officially start in November and report to Fortnum's head of practice engagement and growth Rob Skinner. He joins from Madison Financial Group ...

Frontier promotes three

ELIZABETH FRY  |  FRIDAY, 14 OCT 2022
... of LCP's wealth advisory team, developing and expanding the firm's offering to sovereign wealth funds, private wealth firms and family offices. Before that, Green worked in the London offices of Willis Towers Watson and Fisher Investments. Jenny ...

Wheelhouse Partners adds head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2022
... is to focus on key accounts, research relationships, asset consultants, independent financial advisers and the private wealth space, the income manager said. He was most recently head of retail at IML, a role he held for 13 years. In total he spent 17 ...

Laureola Advisors launches new fund

CHLOE WALKER  |  MONDAY, 26 SEP 2022
... Laureola. "We certainly plan on growing our business in Australia," Wares said. "We already have a feeder fund for private wealth clients, which we attract business to from direct and private wealth firms. This is now our new launch into the institutional ...

HarbourVest Partners opens doors to Sydney office

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2022
... Challenger and AMP Capital executive. The private markets specialist firm has been working with institutional and private wealth clients in Australia for more than three decades, but this marks its first local office. HarbourVest said it has seen increased ...

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
... and full-service stockbrokers. However, an estimated 53,000 of HNWs are still open to a relationship with a new private wealth adviser (of which 14,000 are current private wealth clients). The report states that key areas that HNWs would like better ...

Justin Greiner to leave JBWere

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
... February 2014. In addition to being chief executive of JBWere, for the last two years he has served as executive, private wealth. His decision was confirmed by a spokesperson for the firm, saying: "Under Justin's leadership, the business has developed ...

GSFM names key account manager

CASSANDRA BALDINI  |  MONDAY, 12 SEP 2022
... background in financial services makes him a great fit. "Andrew's experience spans funds management distribution, private wealth and equities trading," he said. "His technical and client experience will be a great addition to our team, as we look forward ...

Schroders names head of private wealth

CHLOE WALKER  |  MONDAY, 5 SEP 2022
Theone Star has joined the Schroders Australia team as its new head of private wealth. Reporting to chief executive Sam Hallinan, Sydney-based Star will be responsible for building Schroders' relationships in the private wealth segment and identifying ...

Carlyle, amicaa in local private credit JV

CHLOE WALKER  |  THURSDAY, 25 AUG 2022
... primary strategies. Firstly, the amicaa core plus strategy, designed in collaboration with local superannuation and private wealth investors, will focus on delivering stable, income-oriented returns from Australian and New Zealand corporate loan investments. ...