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Showing 21 - 30 of 500 results for "Private Bank"

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
LGT Crestone has rebranded to LGT Wealth Management Australia. This firm said the move marks its ambition to lead the nation's private wealth sector and cement its alignment with LGT's global reputation. LGT said for clients, the rebrand reinforces ...

BlackRock nabs $122bn Citi mandate

ELIZA BAVIN  |  FRIDAY, 5 SEP 2025
BlackRock has been tapped by Citi Wealth to create a new portfolio offering for its clients - Citi Portfolio Solutions powered by BlackRock. The offering will combine the strategic investment advisory and planning capabilities of the leading global ...

Brandes launches first fund, taps Equity Trustees

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
... manager flagged it was taking on the region, having appointed Diya Lowe as its APAC director of sales to support its private bank and high-net-worth clients. Oliver Murray, the chief executive of Brandes, said the launch of this fund is a "significant ...

Octopus awarded $1bn mandate

ELIZA BAVIN  |  TUESDAY, 29 JUL 2025
Octopus Australia has announced a partnership with APG Asset Management, a Dutch pension fund investor with assets under management exceeding $1 trillion (€590 billion). As part of the partnership, APG intends to commit over $1 billion to Octopus ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Ascalon Capital has added two executives to its growing team as it expands its partnership-driven consulting and adviser-aligned investment solutions. Berit Deagan joins as head of business development and John Burton as head of business solutions. ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
Drummond Capital Partners has promoted Adele O'Shannassy to the role, acknowledging her growing leadership within the firm's investment team. O'Shannassy will lead research across asset classes, supporting portfolio construction and strategy ...

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... full-service banks are the most common primary adviser for Australian investors (23%), followed by private banks (19%). Private bank usage in Australia is higher than both global and Asia Pacific levels, where it stands at 13% each.

Vista Equity Partners, S64 to bring strategy to APAC

MATTHEW WAI  |  FRIDAY, 9 MAY 2025
The new fund, VistaOne, will provide APAC investors with access to a balanced portfolio of 'mission-critical' software solutions via Vista's private equity platform. VistaOne invests across the lifecycle of large, mid, and small cap private software ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Mercer Pacific has promoted Luke Fitzgerald, its head of wealth management, to partner. In the announcement, Mercer emphasised Fitzgerald's significant role over the past 15 years in expanding the firm's wealth management client base and supporting ...

Australian Ethical hires ESG heavyweight

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... investment industry in New Zealand, Hong Kong, the UK, Germany and Australia. His career includes five years at ANZ Private Bank, where he established an impact investment business. As head of portfolio management at the lender, Simpson managed a suite ...