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Showing 21 - 30 of 297 results for "Ultra"

Mutual Trust appoints family office specialist

MICHELLE BALTAZAR  |  THURSDAY, 21 AUG 2025
... partners ). In November, the group had merged with a South Australian-based firm, CMS Private Advisory, to meet the growing ultra high-net-worth based in the state. Mutual Trust has over 230 employees and four offices nationally and specialises in wealth ...

HNWIs, family offices embracing private real estate credit

ELIZA BAVIN  |  THURSDAY, 17 JUL 2025
... invest in private real estate credit is growing, with a new report from Centuria Bass revealing many family offices and ultra-high-net-worth (UHNW) individuals plan to boost their investment in the sector. The inaugural 2025 Centuria Bass Private Real ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... about being closer to the end client and supporting advisers to build customised solutions for their high net worth and ultra-high net worth clients," he added. His recruitment follows the recent appointment of Andrew Chapple as Atrium's head of ...

APRA expects 'no cutting corners' with CPS230

KARREN VERGARA  |  TUESDAY, 1 JUL 2025
... on their death benefit claims handling processes from start to finish. All the while, many super funds boast that their ultra-low administration fees are advantageous for members. KPMG's latest Super Insights 2025 highlighted super funds' ability ...

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

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... manager within the next three years. The report, which surveyed approximately 3600 wealth clients worldwide - mass affluent to ultra-high-net-worth individuals (UHNWI) - said these expected portfolio changes underscore the continued need for wealth managers ...

Mason Stevens welcomes chief strategy officer

JAMIE WILLIAMSON  |  THURSDAY, 22 MAY 2025
Morgan Stanley's former family office head is now leading strategy for Mason Stevens, as it looks to push into the ultra-high-net-worth space. Peter Mermelas has been appointed chief strategy officer at Mason Stevens. He's tasked with identifying and ...

Next decade could bring back the conservative portfolio

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... economy is entering a new era where inflation - and in turn interest rates - are at more "normal" levels. As the era of ultra-low interest rates has now passed, investors need to think differently around portfolio construction. "Geopolitics, the backlash ...

David Paradice hires from Betashares

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... and advisors in New South Wales. Now, he covers a more diverse set of clients, including consultants, family offices, and ultra-high-net-worth clients. "It {Betashares} was a great place and a great role, but Paradice was a chance for career progression ...

Brookfield subsidiary launches credit fund locally

KARREN VERGARA  |  FRIDAY, 14 FEB 2025
... continuum. Consequently, the business has sought to provide different access points for wealth investors, whether they're ultra-high-net-worth individuals, family offices, or wholesale investors needing more liquidity. Brookfield acquired a majority ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... distribution. "We are thrilled to welcome Naomi to our team. Her extensive experience and deep understanding of the HNW, ultra HNW and family office distribution landscape will be invaluable as we continue to deliver tailored solutions to meet the needs ...