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Showing 391 - 400 of 758 results for "Family Office"

Mercer partners with platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 JUL 2021
Mercer has announced a new strategic partnership with eVestment, a Nasdaq platform and institutional data and analytics specialist. Effective immediately, asset owners will be able to access Mercer's library of public and private markets research, ratings ...

Vale Murray Wyatt

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
... years ago. He played a key role in growing the business' service offering, which now encompasses private wealth, family office, superannuation, wealth management, aged care advice, and tax and business advisory. "Murray's ability to think strategically ...

Louise Walsh launches Walsh Capital

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
... high-net worth individuals. "I'm trying to design a portfolio of clients that appeals to a multi-generational family office," Walsh said. Walsh will be leading Walsh Capital as chief executive, supported by an advisory group that includes Paradice ...

Sequoia launches family office

ELIZABETH MCARTHUR  |  FRIDAY, 2 JUL 2021
In its latest move to expand its wealth business, Sequoia Financial Group has launched the Sequoia Family Office. The new business will target local ultra-high and high-net-worth investors with between $5 million and $100 million in investable funds. ...

Mainstream bidding war over

ANNABELLE DICKSON  |  MONDAY, 28 JUN 2021
The intense bidding war for Mainstream appears to have ended after the administrator entered into a scheme implementation deed with Apex Group. Apex has made an offer for 100% of Mainstream shares for $2.80 per share, valuing the company at $400 million ...

Family offices should supplement super

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
Despite the raft of reforms aiming to make superannuation more attractive, wealthy Australians should consider supplementing their nest eggs, a wealth management expert says. HLB Mann Judd wealth management partner Michael Hutton says the passing of ...

Boutique manager names head of distribution

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
A boutique global equities fund manager has hired a distribution lead, formerly of Meritum Financial Group. Gold Coast-based fund manager Swell Asset Management appointed Stephen Poole as head of distribution. Poole was the general manager of NAB's ...

Ironbark signs on Canadian manager

KANIKA SOOD  |  MONDAY, 24 MAY 2021
Ironbark Asset Management will distribute a Canadian manager's unlisted infrastructure fund to Australia and New Zealand Investors. Fiera Infrastructure's EagleCrest Infrastructure invests mid-market infrastructure assets in OECD countries. It is led ...

Apex ups ante on Mainstream bidding war

ANNABELLE DICKSON  |  WEDNESDAY, 19 MAY 2021
Mainstream has received an updated offer from Apex Group after it terminated discussions following a superior bid from SS&C. Apex has made a new offer of $2.65 cash per share, upping its prior bid by 10 cents and bidding 9 cents more than SS&C's ...

Savills IM appoints local team, launches fund

JAMIE WILLIAMSON  |  THURSDAY, 13 MAY 2021
A newly created team, led by a former BlackRock regional executive, is boosting the international manager's presence in Australia as it launches its first pan-Asia strategy. Savills IM has appointed four, including former BlackRock managing director ...