Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 391 - 400 of 772 results for "Family Office"

Franklin Templeton hires from GSFM

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 SEP 2021
Franklin Templeton has appointed a new sales director, hiring from GSFM. Huw O'Grady will join the firm in the position of sales director, based in Melbourne. He joins from GSFM, where O'Grady spent seven years as key account manager, responsible for ...

Dealer group awards mandate

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 AUG 2021
... portfolios to Insync Funds Management. Insync also said it recently secured support from one of the country's largest family office firms, though it did not name the family office. "We're delighted to be partnering with such an outstanding advice network ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... by 2025. It will also acquire customer books into the salaried advice unit of InterPrac Securities and Sequoia's family office business. Sequoia's other three business units are technology solutions for advisers and accountants; online brokerage; and ...

Walsh Capital signs four fund managers

KANIKA SOOD  |  MONDAY, 23 AUG 2021
Former Future Generation chief executive Louise Walsh, who started her own fund marketing business last month, has signed four new clients. Walsh Capital will raise funds and manage investor engagement for five new funds: Contact Asset Management's ...

Pinnacle hires from Schroders

KANIKA SOOD  |  THURSDAY, 19 AUG 2021
Pinnacle Investment Management has appointed an associate director in its EMEA sales team, hiring from Schroders. James Longman will cover Pinnacle's institutional and wholesale investors across the UK, Europe, Middle East and Africa. Longman joins ...

Perpetual acquires advice firm

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
... acquisition is part of Perpetual Private's adviser growth strategy and complements its existing private client and family office offering. "In Jacaranda we've identified a fast-growing financial planning business with a high-quality advice model ...

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
The wealthiest families in the world have mastered the art of asset protection through generations, even in the face of unpredictable and unprecedented events like the current pandemic. This was the consensus during a recent panel discussion on integrated ...

Alceon launches retail fund

ANNABELLE DICKSON  |  TUESDAY, 10 AUG 2021
After seeing the take up of alternative strategies by institutional and family office investors, Alceon Group has established a retail debt income fund secured by real estate. The Alceon Debt Income Fund is targeting a total annualised return of 5-7% ...

New shareholder at Crescent Wealth

ELIZABETH MCARTHUR  |  THURSDAY, 5 AUG 2021
... Islamic super fund and investment manager. Shahin purchased a material shareholding in Crescent Wealth through his family office and joined its board. Shahin is the eldest son of Fred Shahin, who founded the Peregrine Corporation in 1984 with the purchase ...

Goldman Sachs hires for family office offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... local high-net-worth offering for private clients. Shortly after that, Sequoia Financial Group launched Sequoia Family Office targeting those with between $5 million and $100 million in investable assets.