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Showing 21 - 30 of 582 results for "Wilson"

Canaccord Genuity buys Wilsons Advisory

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
Canaccord Genuity Group is acquiring Wilsons Advisory as part of efforts to grow its local operations. The acquisition has been made via Canaccord Genuity Australia, with the group saying it aligns to its strategy of growing its wealth management business ...

WAM eyes Platinum LIC

KARREN VERGARA  |  FRIDAY, 15 AUG 2025
Wilson Asset Management (WAM) is making a play to be the investment manager of a Platinum Asset Management listed investment company, offering a non-binding, indicative proposal. WAM is proposing to take over the investment management function of ASX-listed ...

New Challenger IM notes seek to raise $350m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
Challenger Investment Management will launch a floating rate note on the ASX in a bid to raise $350 million that will be invested in private credit strategies. Challenger IM LiFTS 1 Notes, which will list under the ticker code CIMHA, offer a fixed term ...

New chief executive takes IFPA helm

STAFF WRITER  |  WEDNESDAY, 6 AUG 2025
Ky Wilson has taken over as chief executive of the Institute of Financial Professionals of Australia (IFPA). Wilson took on the role late last month after having served in an acting capacity as general manager for several months. She was previously ...

SMSFs' risk appetite to change under Division 296: Wilson

MATTHEW WAI  |  MONDAY, 30 JUN 2025
... to avoid growth companies, a discussion paper says. Following its initial discussion paper and petition on Division 296, Wilson Asset Management (WAM) has released a second discussion paper, highlighting some of the potential implications from the tax. ...

Super tax requires a 'holistic' review: ASA

MATTHEW WAI  |  FRIDAY, 13 JUN 2025
... review to eliminate taxing unrealised gains and implement indexation on the threshold to ensure "fairness". Similarly, Wilson Asset Management chair Geoff Wilson, who has been actively advocating against the bill, urged the industry to sign a petition ...

Remara adds private wealth lead

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... our mission to provide exceptional value to our investors," the private credit firm stated. Richardson joins newcomer Tim Wilson, who stepped into the role of head of distribution for wealth and intermediaries following Ben Dixon's departure. Dixon ...

SS&C lands mandate from local boutique fund services provider

ANDREW MCKEAN  |  WEDNESDAY, 4 JUN 2025
... managers, custodians, and responsible entities across Australia," McLeod said. Meanwhile, Fundhost joint chief executive Drew Wilson said the firm selected SS&C for its expertise across private markets, hedge funds, active ETFs, and global infrastructure. ...

MP says Coalition will 'fight to the death' over $3m super tax

MATTHEW WAI  |  WEDNESDAY, 4 JUN 2025
... "Pretty hard to buy a farm for less than [$3 million] these days," Canavan argued before the segment was ended. It comes as Wilson Asset Management (WAM) chair Geoff Wilson is gaining signatures for a petition against Div 296, slamming it as a "stupid ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
Private wealth manager Escala Partners is poised for a management overhaul that could see the appointment of a new chief executive, according to people familiar with the matter. Two senior executives - co-chief executive Pep Perry and investment chief ...