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Showing 411 - 420 of 758 results for "Family Office"

Investment manager creates new executive role

ELIZA BAVIN  |  WEDNESDAY, 24 MAR 2021
A private Australian investment manager specialising in real estate and private debt has announced the appointment of a head of capital and business development. Fortius has named Marc Giuffrida to the role of head of capital and business development ...

BetaShares targets HNW market with new role

ELIZA BAVIN  |  TUESDAY, 16 MAR 2021
... as head of high net worth groups and will be responsible for leading BetaShares' activities in the private bank, family office and high net worth investor space. Pattison joins BetaShares from Legg Mason (now Franklin Templeton) where he was director ...

Boutique buys back Montgomery stake

KANIKA SOOD  |  WEDNESDAY, 10 MAR 2021
... capabilities of its own, with no plans to seek another external distribution partner. Montaka continues to be backed by a family office investor, who is an investor in both the business and its funds. "We appreciated the opportunity to work with them ...

Channel Capital hires from AMP Capital

KANIKA SOOD  |  WEDNESDAY, 10 MAR 2021
... AMP Capital, servicing private wealth groups and advisers. At Channel, he will focus on the advice, wholesale and family office sectors. "Phelim is a well-regarded individual within the advice and wealth space across the eastern states and we're very ...

Former QIC executive joins Qualitas

KARREN VERGARA  |  WEDNESDAY, 10 MAR 2021
... of Equity Trustees. She is currently a non-executive director on the boards of the Reserve Bank of Australia her family office Trawalla Group.

Prime Value hires from MLC

ELIZA BAVIN  |  WEDNESDAY, 3 MAR 2021
... investment funds and has runs on the board for consistency and innovation," he said. Morgan added that Prime Value's family office background lets it play to its strengths across several asset classes. "Prime Value's approach can be seen in its concentrated ...

Crypto chosen over defensive assets

ANNABELLE DICKSON  |  WEDNESDAY, 24 FEB 2021
Investment in cryptocurrencies among investors has surpassed defensive assets such as precious metals, fixed income and annuities, according to new research. Digital asset exchange BTC Markets latest survey of over 2000 investors revealed 12.6% of respondents ...

T. Rowe Price names new executive

ELIZA BAVIN  |  WEDNESDAY, 24 FEB 2021
T. Rowe Price has promoted from within to appoint a new wholesale and family office distribution lead for Australia and New Zealand. The global asset manager announced the appointment of Jacqui Arnott who has been working at the firm since 2015. Arnott ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
... alternatives; and an Intelligent Adviser Hub with personalised client portals to facilitate digital onboarding. Family office and other specialised services like trusts and estate planning, valuation and insurance are also included, along with resources ...

Perpetual introduces new family office team

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
Perpetual Private has created a new family office team and appointed a head from Mutual Trust and named four specialists dedicated to servicing the family office clients. Nick Lipscombe has been named as head of family office and he will develop and ...