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Showing 21 - 30 of 227 results for "Intergen"

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
A new outsourced chief investment office (OCIO) has been established by Mason Stevens' former chief investment officer, launched in partnership with Fiduciary Partners. Jacqueline Fernley has founded arcpoint OCIO, a dedicated resource for advice practices ...

LGT Wealth Management names head of family advisory

RIDDHIMA TALWANI  |  MONDAY, 23 FEB 2026
LGT Wealth Management has appointed Kaajal Prasad as the new head of family advisory, strengthening its family governance and wealth transfer services for Australian high-net-worth clients. Prasad joins the wealth management firm from KPMG, where she ...

CFS to integrate estate planning services for members

ELIZA BAVIN  |  MONDAY, 16 FEB 2026
Colonial First State (CFS) has announced a new partnership with Safewill which will give almost one million CFS members access to an online Will creation service with legal review and digital estate planning services at no extra cost. CFS said the service ...

RBA gives bleak economic outlook

ELIZA BAVIN  |  TUESDAY, 10 FEB 2026
The Reserve Bank of Australia (RBA) has revised its economic outlook, showing a higher unemployment rate and slowing GDP growth over 2026. In its Statement on Monetary Policy (SoMP), the central bank expects GDP growth to pick up slightly in the near-term ...

Future Fund adds $30bn to FUM in 2025

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
The Future Fund returned 12.4% in the 12 months to 31 December 2025, adding some $29.54 billion to funds under management (FUM), ending the year at $267.4 billion. The long-term return also exceeded the fund's mandate target (7%), coming in at 8.5% ...

Multi-boutique expands to Australia, seeks partners

KARREN VERGARA  |  FRIDAY, 30 JAN 2026
Multi-boutique Fairlight Capital Partners is expanding in Australia and is on the lookout for strategies it can introduce to its global network of family offices and institutional investors. Founded in 2018 by Thomas Gent, Charles Bamford and Alexander ...

Integro announces first east coast hire

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
Integro has appointed a new head of advice for the East Coast, as the Perth-based firm surpasses $1 billion in funds under advice. Adam McRedmond is tasked with growing the firm both organically and through acquisition across New South Wales, Queensland ...

FAAA's Advice Academy launches

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
The Financial Advice Association Australia (FAAA) has launched the Advice Academy in a bid to help and support new entrants. Advice Academy offers training modules from Kaplan Professional, mentoring opportunities, a professional year (PY) hours tracker ...

AusSuper exec finds new gig

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
An AustralianSuper investment professional has departed the nation's largest super fund to establish a fintech aimed at protecting seniors and their finances. David Choi resigned after four years in the role of director of options within the portfolio ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
A recent study by Praemium and CoreData indicated trusted expertise and human connection are paramount concerns among high-net-worth (HNW) investors. Despite the rise of AI solutions and digital tools, the study indicated 36% of HNW investors rank trust ...