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Showing 301 - 310 of 9257 results for "wealth"

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
Entireti has partnered with specialist wealth management and talent development platform Striver to launch a program that supports the next generation of financial advisers. The initiative will streamline high quality graduates and job seekers into ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
... independent advisory services to UHNW family offices and sophisticated investors. The firm provides a wide range of bespoke wealth management solutions, including personalised investment strategies, tax and estate planning, second-generation advice ...

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... related to their investments, as over a quarter now seek advice due to shifted priorities and a focus on private markets. LGT Wealth Management's 2025 State of Wealth report indicated the HNW population has surged by 10% (or 50,000) to 760,000 in ...

T. Rowe and Oak Hill launch flexible credit income fund

RIDDHIMA TALWANI  |  MONDAY, 24 NOV 2025
... market environment." The fund marks the first time OHA's multi-strategy credit approach will be available to Australian wealth clients, expanding access to the global private credit investment universe historically reserved for institutions. OHA manages ...

Quay Global lists two active ETFs

ANGELIQUE MINAS  |  MONDAY, 24 NOV 2025
... annum over five years or more, before fees and expenses. These new funds will empower investors to generate and preserve wealth through differentiated approaches to managing global real estate by making these portfolio exposures more accessible, Quay ...

Hostplus snares LGT Wealth deputy CIO

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
The deputy chief investment officer of LGT Wealth Management has joined the investments team at Hostplus, the $140 billion superannuation fund. Kevin Wan Lum has taken up the post of executive manager of investment research - a critical role given that ...

AusSuper exec finds new gig

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... journey." "We are at the crossroads of two massive macro forces: a rapidly ageing population and the largest intergenerational wealth transfer in history. One of the most tragic societal frictions from this shift is the rise of financial abuse targeting ...

Super moves: ART, AustralianSuper, Rest, Unisuper

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... director in the infrastructure and utilities team. At JP Morgan, Marschall advised superannuation, pension and sovereign wealth funds, as well as private equity firms. His work included acquisitions and divestments, capital structuring and strategic ...

Privity adds to sales team

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... Australia's eastern seaboard. Philips brings heavyweight credentials to the role, with over 15 years of navigating wealth management and distribution, including senior positions at Allianz Retire+ and Challenger Limited. "Natalie brings exceptional ...

FAAA Award winners announced

ANGELIQUE MINAS  |  THURSDAY, 20 NOV 2025
... investment in upskilling and developing their team. The FAAA Inspire Women - Excellence in Advice Award was given to Iconic Wealth director and senior wealth adviser Kelly King. The judges commented on King's strong advocacy for females in financial ...