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Showing 21 - 30 of 298 results for "Ultra"

FEATURE: Hyped up

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... managers. Rajan writes that at the heart of these technologies are conversational machine-learning algorithms. This includes "ultra-sophisticated neural networks" that are transforming how asset managers make effective investment decisions, manage risks ...

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 ...