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Showing 21 - 30 of 2805 results for "Advisory"

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
... Centre cares for some 50,000 patients each year and employs 750 researchers. UBS GWM Australia head of not-for-profit advisory Zarmeen Pavri said: "Our third-term reappointment with the Peter MacCallum Cancer Foundation builds on over a decade of trusted ...

Natural capability head at QIC exits

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
... listed investment company Blue Sky Alternatives Access Fund. He also held senior positions at private market investment advisory PhillipCapital, Citi and Wilson HTM Investment Group. QIC recently appointed two partners to its private debt infrastructure ...

Why advisers should enter world of exit planning

MATTHEW WAI  |  FRIDAY, 24 APR 2026
... their planning too late. Their dilemma is a ripe opportunity for financial advisers. Speaking to Financial Standard, Exit Advisory Group founder Simon Bedard said leaving enough time to plan a business exit, including seeking advice, is crucial to ensuring ...

Prime Super awards mandate to boutique manager

ELIZA BAVIN  |  FRIDAY, 24 APR 2026
... actively bolstering its capabilities. The firm recently added ex-Ellerston chief investment officer Chris Hall to its advisory board and client relationship manager Jack Dooley. Merlon Capital co-founder and lead portfolio manager Neil Margolis said ...

Government aims to 're-make' NDIS, redirect funding to aged care

MATTHEW WAI  |  THURSDAY, 23 APR 2026
... big change to the scheme - the details of which will be worked through carefully over coming months with a technical advisory group, members of the disability community and the states. "While new eligibility rules need to be worked through, our initial ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
Newly launched arcpoint OCIO scored its inaugural clients, winning mandates from three advisory firms. The Sydney-based firms are Capella Advisory, ek Private Advisory and United Advisory. For ek Private Advisory, which services high-net-worth (HNW) ...

ASIC issues roadmap for digital assets law reform

ELIZA BAVIN  |  TUESDAY, 21 APR 2026
... stakeholder roundtables and discussions will take place, including through regular Fintech Liaison Meetings. An industry advisory group will also be established, as announced in March 2026. ASIC will also use this time to consult with industry on regulatory ...

K2 AM to close small cap ETF

KARREN VERGARA  |  MONDAY, 20 APR 2026
... opportunities. The closure of the fund will also "streamline the product suite with a focus on fund-of-fund products and CIO advisory" and "improve overall operating efficiency," KAM said. KAM had more than $5 billion in assets under management at the ...

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
... was formed in 2024 when four advice firms - Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory - joined forces under one banner. "We're focused on building a world-class advice business where experienced advisers ...

NGS Super awards mandate to Milliman FRM

KARREN VERGARA  |  WEDNESDAY, 15 APR 2026
... focus on being nimble enough to navigate and capitalise on cross-asset volatility." Milliman FRM provides investment advisory, hedging, and consulting services on about $350 billion in global assets. In Australia, Milliman FRM provides full-service implementation ...