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Showing 31 - 40 of 675 results for "Legacy"

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... community for four decades, built on deep relationships and trust. We feel privileged to be the next custodian of that legacy," Gow said. "By moving our existing client base across to the Baker Young brand, as well as launching the new Baker Young Private ...

Maria Lykouras nabs new chief gig

JAMIE WILLIAMSON  |  THURSDAY, 27 NOV 2025
... association for the past six years. "SIAA is in great shape under Judith's leadership and I'm looking forward to continuing her legacy whilst driving a forward-looking strategy for SIAA and our industry," she said.

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... measured, diversified, and focused on long-term goals - while leaning on advice and making informed decisions with family and legacy in mind." Meanwhile, the use of professional advisers has risen, with 26% of HNWs now advised, controlling $1.41 trillion ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
... personalised service that focuses on the whole picture. These advisers help clients navigate not just investments, but family, legacy, and life's big transitions." "Technology can't replace the human element in providing financial advice, but it can ...

Former ASIC chair, FASEA chief launch trustee

JAMIE WILLIAMSON  |  MONDAY, 17 NOV 2025
... preserving identity and independence". It said this is an area where a lot of smaller and mid-sized funds operating with legacy systems will struggle going forward. "Consolidation has reduced the number of players in the sector, but many, particularly ...

Barings appoints new head of APAC

RIDDHIMA TALWANI  |  WEDNESDAY, 12 NOV 2025
... role of head of APAC at such an exciting time for Barings. I want to thank Duncan for his outstanding leadership and the legacy he leaves behind," Wright said. "I am committed to working closely with our talented teams across the region to continue expanding ...

Vale Ken Atchison

KARREN VERGARA  |  MONDAY, 10 NOV 2025
... back from executive responsibilities, Ken remained a valued adviser and sounding board," Atchison said. "We honour his legacy and the contribution he made to the investment profession in Australia." Atchison went on to hold board positions at Rajomon ...

Wealthy families double down on private markets: JP Morgan

RIDDHIMA TALWANI  |  MONDAY, 10 NOV 2025
... ownership is both a strategic and emotional endeavor - a way to align family unity, institutional capital and generational legacy around shared passion and enduring value," the report read. Fifty-six percent of principals cited geopolitical tensions ...

Senior investment professional departs Rest Super

ELIZABETH FRY  |  THURSDAY, 30 OCT 2025
... and expertise for a few more months as we set up the team for the future, as well as for the opportunity to celebrate her legacy." Last week, the $95 billion superannuation fund appointed Marina Pasika as interim head of private markets following the ...

FEATURE: Fund admin | Tight Ship

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... front-office polish and back-office decay is like a modern-day Titanic - the gleaming exterior hides the lurking iceberg of legacy systems." Valuable opportunities Despite the rut the industry is in, several providers are seizing real opportunities in ...