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Showing 31 - 40 of 558 results for %22Australian Wealth Solutions%22

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... investments, that KeyInvest will be bringing to market soon." Hatfield added that it's pleasing to be working with an Australian firm, as most of Mantis' fund manager partners are based offshore. "KeyInvest has a long history in Australia, and we plan ...

BlackRock unveils new gold ETF

CHLOE WALKER  |  TUESDAY, 17 OCT 2023
... shifted which has brought gold back to the front of investors' minds," Stats said. "We are pleased to be able to offer Australian advisers and investors the opportunity to gain exposure to gold on the exchange." Last month, BlackRock launched the iShares ...

CBRE IM appoints APAC managing director

CASSANDRA BALDINI  |  MONDAY, 16 OCT 2023
... Investors, leading the strategic planning and growth initiatives of the specialist boutique. Prior to his tenure at the Australian real estate manager, Gallagher was based in Singapore and responsible for leading the global business development efforts ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... Financial Edge Group; and Bianca Musico of Warr Hunt. Meanwhile, Burcheart's Sacha Burchgart, Robin Sandover of The Wealth Designers, and PlanningSolo's Jordan Vaka are nominated for FAAA Adviser of the Year. Kathy Havers of Viridian Advisory ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... Life (Gen Life). In June, Gen Life commissioned global research company Censuswide to conduct a study of 2000 adult Australian consumers to gain both quantitative and qualitative insights into what legacy means to them, their financial goals, the financial ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
AZ NGA will acquire an undisclosed stake in a Western Australian practice that has $1 billion in funds under advice. The Wealth Designers (TWD) is the latest addition to AZ NGA's stable, joining member firms McKinley Plowman, Wealthwise, and On-Track ...

Praemium secures Mercer mandate

CASSANDRA BALDINI  |  WEDNESDAY, 27 SEP 2023
... provider, Praemium said. Further, the partnership will support Mercer's aspirations to further expand its Australian wealth management capabilities. Praemium chief executive Anthony Wamsteker said the firms have constructed a market leading solution ...

EQT launches new wholesale fund down under

CHLOE WALKER  |  TUESDAY, 26 SEP 2023
The Swedish investment giant's new fund, EQT Nexus, offers Australian wholesale investors access to its diverse private markets fund. The open-ended fund, managed full-time by two portfolio managers, invests in a range of EQT funds spanning mature ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
The number of Australian investors holding more than $1 million of investable assets increased by 10,000 in the past year to 635,000, according to Investment Trends' latest research. The 2023 High Net Worth Investor Report, sponsored by Praemium, is ...

Colonial First State previews new MA offering

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
... In addition, customers can hold multiple currency wallets to meet their needs, preventing the need to cross back to Australian dollars to trade in foreign markets. "CFS Edge is the first major wealth management platform with managed accounts at its core," ...