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Showing 441 - 450 of 9260 results for "wealth"

Focus Financial names Aus exec chair

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
... across the organisation," said Adam Birenbaum, president of Focus Financial Partners and chief executive of Focus Partners Wealth. "As we continue to grow, evolve, and integrate, Travis' strategic mindset will be instrumental in building a company ...

Perpetual flags 'uncertainty' over wealth management sale

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
... after tax - down 1% to $204.1 million - flagging outflows in the asset management business and a softer performance in wealth management due to "uncertainty" surrounding its ownership. Despite the uncertainty, Perpetual said the proposed sale of the ...

Count sees $5.1m cost synergies from Diverger integration

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
... said. "We are leading Count into its next growth phase - executing with precision through lour integrated accounting and wealth business model. We are taking advantage of our scale to unlock new revenue opportunities and to remove costs, expanding our ...

Aware Super invests in $1bn venture

MATTHEW WAI  |  THURSDAY, 28 AUG 2025
Aware Super has partnered with European fund manager Equitix and the UK National Wealth Fund (NWF) to invest $1.04 billion (£500m) in a UK battery storage platform. Led by Equitix, the consortium will fund Eelpower Energy to build, own, and operate ...

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... Technology Partners managing director Fernando Chueca said: "intelliflo is a mission-critical software provider to the UK's wealth management ecosystem, with a deeply embedded and loyal customer base. We are excited to partner with Nick, Bryan, and ...

Powerwrap drags Praemium performance, SMAs shine

KARREN VERGARA  |  MONDAY, 25 AUG 2025
... in innovation, Praemium is exceptionally well positioned to capture the long-term growth opportunity in the Australian wealth market and deliver sustained value for shareholders."

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... Professionals (IMAP) has announced the winners of the 2025 IMAP Managed Account Awards across nine categories, with Morgan Stanley Wealth Management Australia taking out two categories. Morgan Stanley Wealth Management Australia was the winner in the ...

CareSuper adds three to investments team

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... consultant for the fund in the same capacity for two years. Jenke has worked across some of the biggest names in the local wealth management scene, including Cbus, IOOF, Morgan Stanley, Bell Potter and Merrill Lynch. She also currently sits on the Certification ...

Canaccord Genuity buys Wilsons Advisory

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... acquisition has been made via Canaccord Genuity Australia, with the group saying it aligns to its strategy of growing its wealth management business and enhancing its capital markets capabilities. It added that its national footprint will now be significantly ...

Insignia Financial back in the black

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... transitioning its master trust technology and operations to SS&C and divesting much of its financial advice operations. The wealth manager attributed the return to profit to the success of that program, with underlying net profit after tax (UNPAT) up ...