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Showing 31 - 40 of 1026 results for "Private Wealth"

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
... of our presence in Queensland." Esencia Wealth was formed in 2024 when four advice firms - Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory - joined forces under one banner. "We're focused on building a world-class ...

JBWere makes senior advice hires

STAFF WRITER  |  WEDNESDAY, 15 APR 2026
... Smoker has been named head of advice for NSW/ACT. Smoker was most recently at Commonwealth Bank as general manager, private wealth for two years. He also worked in private wealth at Westpac. With a background in broking, Smoker was chief executive of ...

Former super fund chief to steer new fund manager

JAMIE WILLIAMSON  |  FRIDAY, 10 APR 2026
... investments. Earlier in his career, Palmer worked for Schroders, including as head of portfolio management in the UK private wealth business. Affinity plans to target opportunities across infrastructure, natural resources, energy transition, food and ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026
A specialist in private wealth advice for Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... marriage, things start to get even more complicated, especially if children are involved. Blending families Arrow Private Wealth chair and chief investment officer Peter Leggett says the Baby Boomer generation has vastly different values from their parents ...

GESB chief bows out after 10 years

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... management, including eight years at Schroders, where he served most recently as head of portfolio management for the UK private wealth business. Before that, Palmer worked as an asset allocation strategist in the not-for-profit sector. As for Taylor ...

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... Investment, where he led the national business development team and helped drive the firm's expansion into private wealth and family office channels. He has also held senior roles at Perpetual Investments, Colonial First State, Rabobank, Citigroup ...

S64, Ardian partner to launch new fund

ELIZA BAVIN  |  MONDAY, 23 MAR 2026
... manufacturing solutions and end-to-end digital lifecycle management. "Ardian's Access Infrastructure strategy enables private wealth investors to tap into one of the most resilient and attractive asset classes in private markets," Ardian executive vice ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... In 2010, Lloyd left a leadership position within BT's advice and private banking business to head Perpetual Private Wealth, later becoming Perpetual's chief executive in 2012. He remained in the role until mid-2018 before moving to MLC. He currently ...