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Showing 311 - 320 of 1051 results for "private wealth"

Women take the lead in private wealth: KPMG

CHLOE WALKER  |  TUESDAY, 14 MAR 2023
... and more women are stepping into wealth ownership roles in family offices, according to KPMG head of family and private wealth Robyn Langsford. In an exclusive interview with Financial Standard, Langsford said that as women are becoming more likely to ...

US fund manager sets up Sydney shop

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2023
A US private markets firm has established an Australian office, targeting institutional investors, private wealth, and high-net-worth investors. Chicago-based Adams Street has opened an office in Sydney's Quay Quarter Tower, marking its 13 th office ...

PGIM hires new Australia, NZ head for IRG

CHLOE WALKER  |  MONDAY, 6 MAR 2023
... manager to oversee a key Asia Pacific strategy. It also expanded its Australian business into the wholesale and private wealth markets last year, with the appointment of Benjamin Price as head of Australia Wealth. "The opportunity for PGIM in the region ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... the pcp but was affected by higher costs of doing business. "Growing industry demand for managed accounts, the private wealth merger with MTIS, the full acquisition of Ralton, and the strategic alliances with Torica and Marcus Today, positions the Clime ...

Alternatives fund manager names sales lead

KARREN VERGARA  |  WEDNESDAY, 8 FEB 2023
... Australian Unity, Afflitto spent nearly 10 years at JBWere, working in equity and debt capital markets syndication, private wealth management and technical services. He began his career as an accountant at Walker Wayland Advantage and PKF. Jameson TTB ...

HNWIs remain interested in digital assets: Report

CHLOE WALKER  |  TUESDAY, 13 DEC 2022
... interest in digital assets this year despite market volatility, according to digital asset manager Matrixport's Private Wealth in Digital Assets Study. The study, commissioned by Matrixport and produced by Longtitude, engaged 1500 investors across ...

LGT Crestone brings VC offering to local HNWs

CHLOE WALKER  |  THURSDAY, 8 DEC 2022
In partnering with StepStone Private Wealth, LGT Crestone is providing one of the first open-ended venture capital (VC) funds of its kind for Australian high-net-worth investors. The StepStone Private Venture and Growth Fund, known as SPRING, is already ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... advisers who have attained specialist ethics qualifications, AMP Financial Planning comes out on top with 49%. Fortnum Private Wealth has 46% and Charter Financial Planning has 39%.

Talaria hires head of sales

CASSANDRA BALDINI  |  MONDAY, 5 DEC 2022
... national distribution team. He has also held distribution roles at Perpetual Asset Management and owned an independent private wealth advisory firm. The appointment follows the hiring of Sam Dowling as sales director for NSW and Western Australia in ...

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
Fortnum Private Wealth has launched a Business Optimisation Service (BOS) to help advisers improve the quality, profitability, and capital value of their businesses. The BOS program is currently being rolled out across Fortnum's network of over 90 practices ...