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Showing 21 - 30 of 8083 results for %22EQ Wealth%22

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March. Some $79.7 billion in FUA, up 34% year on year, came directly from the platform. Its Portfolio Administration and Reporting Services' ...

Apostle Funds Management welcomes new head of wholesale

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... credit, venture capital, timberland, and global equities. James brings over 25 years' experience in the investment and wealth management industry along with expertise across distribution, marketing, and client services. He was most recently general manager ...

WTW to launch dedicated private equity fund

ANDREW MCKEAN  |  MONDAY, 15 APR 2024
... for investors and is the culmination of three years of development work. Crucially for end savers looking to grow their wealth, they will now be able to access dedicated private equity exposure through a regulated pooled fund structure, the first of ...

Former AMP Capital research lead joins family office

ELIZABETH FRY  |  MONDAY, 15 APR 2024
... direct lending, real estate private equity, and private equity for institutional investors, family offices, and private wealth managers. Dixon said the attraction of his new role is the diversity of deal flow, analysing non-core sectors, a smaller team ...

Citi Australia managing director takes on expanded remit

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... oversight of Citi's engagement and support for institutional partners such as super funds, asset managers, insurers, and wealth platforms. She has over 25 years' experience in financial services, spanning banking and asset management. In 2022, Ashton ...

Schroders welcomes new head of intermediary

ELIZA BAVIN  |  FRIDAY, 12 APR 2024
... Commonwealth Bank. Schroders Australia chief executive and chief investment officer Simon Doyle said Fernandez brings a wealth of experience to the role. "Jude is a well-respected, passionate, and collaborative sales leader, who has established strong ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
Mercury Capital will acquire KKR's 40% stake in wealth management and advisory firm Findex. The partnership will leverage Mercury Capital's understanding of the Australian and New Zealand markets and their experience working with business owners ...

GBST develops private equity platform

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
Wealth management software business GBST has collaborated with Luna Partners to create a technology platform that connects investors and managers to the wholesale private equity market. The cloud-based SaaS platform will open investment opportunities ...

James Mawhinney arrested as Mayfair 101 saga rolls on

JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2024
... 101's James Mawhinney was arrested yesterday and charged with engaging in dishonest conduct for allegedly claiming IPO Wealth Group owned companies that it did not. Mawhinney has been in a years-long battle with ASIC now, with the regulator taking ...

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... supports new mandate wins and lower redemptions," Morningstar said. "Additionally, we anticipate improved flows for both wealth management and corporate trust with stabilising interest rates and potential improvements in macroeconomic conditions. Both ...