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Showing 31 - 40 of 196 results for "Advisory Group"

Global advisory firm acquires Boutique Capital

ELIZA BAVIN  |  THURSDAY, 3 JUL 2025
... strategic expansion in Australia and New Zealand, including recent integrations of Bedford in Australia, and The Advisory Group and Rockburgh Fund Services in New Zealand. "This acquisition represents another transformative step for Acclime in Australia," ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... advisers, and operates in six locations across New South Wales and Queensland. Both firms are part of the professional advisory group, AZ Next Generation Advisory (AZ NGA). In 2024, EWM merged with Blue Harbour Financial Partners and Logiro, making the ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... arm of Bangarra Group - which also owns Bennelong Funds Management - in 2013, morphed into Carnbrea, a boutique advisory group. He also led investment solutions for high-net-worth individuals and families as chief financial officer at Deutsche Bank Australia. ...

Acenda names inaugural chair

MATTHEW WAI  |  WEDNESDAY, 26 FEB 2025
... and Financial Services Association (now the Financial Services Council), the Australian government's Fintech Advisory Group and Stone and Chalk. Notably, he was the chief executive of AMP between 2008 and 2013 and brings over 20 years' experience ...

New starter at GCQ Funds

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
Doug Tynan's GCQ Funds Management has picked up an Ellerston Capital manager to look after advisory groups in New South Wales and South Australia. Nathan Boroughs has been appointed distribution director and will work closely with GCQ distribution ...

RBA seeks input on CBDC research project

MATTHEW WAI  |  FRIDAY, 8 NOV 2024
... their interest to participate in the experimental research phase of Project Acacia, as well as joining the Industry Advisory Group for the project. RBA assistant governor Brad Jones highlights the importance in assessing the practising of Project Acacia. ...

Praemium FUA up 33% to $60bn

ELIZA BAVIN  |  TUESDAY, 22 OCT 2024
... offset by much improved net flows from a range of incumbent clients, as well as $40 million from a newly added advisory group," Wamsteker said. "Over the long term Praemium and Powerwrap clients have typically grown their businesses at strong rates. ...

Financial Standard wins Impact Award

STAFF WRITER  |  FRIDAY, 6 SEP 2024
... Adviser of the Year and Right Advice was named Boutique Advice Firm of the Year. Meantime, Ryan James of Sonder Advisory Group was named Rising Star of the Year and The Hopkins Group took out Holistic Advice Firm of the Year. In funds management, BT's ...

Legalsuper investment strategy lead departs

ELIZABETH FRY  |  FRIDAY, 19 JAN 2024
... Society of Melbourne, a member of the Policy Committee for Women in Super, a member of the Senior Investing Peer Advisory Group for 100 Women in Finance and an investment committee director for International Women's Development Agency. Trusler contributes ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... has become a key plank in our refreshed strategy," he noted. "We want to be Australia's leading professional advisory group and we will achieve this by investing in high quality advisory firms and supporting business owners to achieve their goals. ...