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Showing 31 - 40 of 3355 results for "Wealth management"

BNP Paribas AM to turbocharge $2.6tn AUM by 2030

KARREN VERGARA  |  FRIDAY, 20 MAR 2026
... $818 million and operating expenses will be flat over the period. BNP Paribas AM comprises asset management, wealth management and insurance. The majority or 66% of its total assets of nearly $4 trillion come from the asset management business. Across ...

PIMCO appoints local managing director

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... based in the Asia-Pacific region. Also elevated is Marcio Bogoric, now managing director and head of global wealth management for Asia ex-Japan. Bogoric leads a regional team focused on delivering investment solutions to private banks, retail banks ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... wealth platform following its recent acquisition by Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion in funds under advice, in a deal worth roughly $550 million. Lloyd, a high-profile figure in ...

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... Australia and New Zealand. "Asset Partners Private Wealth shares our client-focused approach and expands our wealth management consulting capabilities in Australia," AJG chair and chief executive J. Patrick Gallagher Jr. said. NYSE-listed AJG offers ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... strategy to provide advice and investment solutions to a diverse client base and build on its position as a leading wealth management business. "We are excited about the role that Ironbark can play in the future of wealth management in Australia," Larsen ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
... taking on the role after several years in consulting. Mazengarb previously held roles such as general manager - wealth management at Australian Wealth Management, executive director at Garrisons, and director at KPMG. He also worked at not-for-profit ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... deal finalises, which is expected to be by March 31. Clime Advice operates Clime Private Wealth (CPW) and MTIS Wealth Management (MTIS). The transaction does not include Clime Private Wealth (QLD), which is 50% owned by Clime. Clime said it will retain ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
Following months of due diligence, Bain Capital will acquire Perpetual's wealth management business for $550 million. The two parties entered the binding agreement that will see Perpetual license its Perpetual Wealth and Perpetual Private brands ...

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... research, having earlier served as general manager of operations. He joined Perpetual from MLC, the NAB-owned wealth management division, where his most recent role was manager of research relationships across MLC and nabWealth. Lidbury's appointment ...

FNZ appoints leads for APAC, North America

KARREN VERGARA  |  WEDNESDAY, 11 MAR 2026
... North America is a key market for FNZ. "By helping clients modernise and scale on FNZ's AI-enabled, end-to-end wealth management platform, we can reduce friction, enable more transparent and digital-first experiences, and deliver on our mission to open ...