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

Search Results

Showing 421 - 430 of 3360 results for "Wealth Management"

Prosperity merges with accounting firm

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... blend our own expertise with that of a larger, acclaimed and highly resourced multi-disciplinary, accountancy, wealth management and business advisory firm." The merged entity now has offices in Brisbane, Newcastle, and Sydney. It has 180 staff members ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... that it is not going back to retail advice, the global bank, however, has flagged that it will re-enter the wealth management sector after it exited in 2015. UBS Asset Management country head for Australia and New Zealand Alison Telfer told the panel ...

AMP Capital sale inches toward completion

CHLOE WALKER  |  TUESDAY, 31 OCT 2023
... strategy to streamline AMP. "The sale allows AMP to focus clearly on our core businesses in retail banking and wealth management in Australia and New Zealand," George stated. The anticipated completion of the transaction is set for November 30. Back ...

EG grows private wealth strategy

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... great outcomes for new and existing investors," Weingarth said. Weingarth brings over 15 years of experience in wealth management, including asset management, structured investments, and commercial property. Prior to joining EG, Weingarth served as Charter ...

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
... Clayton, Dubilier and Rice for more than US$7 billion. In addition to MEDIQ, Focus owns Escala Partners and MISSO Wealth Management. Meanwhile, its subsidiary Connectus also owns several local firms, including Aspiri Financial Services Group, Brady & ...

Superhero announces strategic hires

CASSANDRA BALDINI  |  TUESDAY, 24 OCT 2023
The fintech and wealth management platform has made three key hires as it prepares to unveil a series of initiatives in the coming weeks. Superhero has named Kimberly McAvoy, the former head of superannuation projects at Vanguard Australia, as its head ...

AMP names super, investments lead

KARREN VERGARA  |  TUESDAY, 24 OCT 2023
... retirement." Her appointment is part of AMP's recent restructure of its executive line-up after Australian Wealth Management (AWM) chief Scott Hartley resigned from the role in May, to exit by the end of the year. In July, Edwina Maloney was named ...

abrdn's Brett Jollie lands new gig

ELIZABETH FRY  |  MONDAY, 23 OCT 2023
Former abrdn Australia chief executive Brett Jollie has landed a new role at a specialist investment and wealth management consultancy. Jollie has joined the leadership team at KONU, founded by former State Street operating chief Paul Toepfer and former ...

Alpine Capital launches in Melbourne

CHLOE WALKER  |  FRIDAY, 20 OCT 2023
... giant Wentworth Securities (Wentworth) to launch Alpine Capital, an emerging company advisor, stockbroker, and wealth management platform. The new team at Alpine Capital includes RE Capital Advisory founders Charles Reed and James Emerson and Wentworth ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... solutions before transitioning to general manager of distribution. In 2016 he was named group general manager, wealth management, before taking on the top job in an acting capacity following the fallout from the Royal Commission in 2018. In June 2019 ...