Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 40 of 266 results for BT WEALTH CONNECT

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
... and identity. Focus has bought up several advice businesses in Australia in recent years, namely Escala Partners, MISSO Wealth Management and MEDIQ Financial Services. Its subsidiary Connectus also owns several local firms, including Aspiri Financial ...

Advised Aussies better off on all fronts: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2022
... Meanwhile, on financial satisfaction, 35% of advised people said they are completely or very satisfied with their level of wealth, while 54% said they are somewhat satisfied. For the unadvised, just 19% are completely or very satisfied and 82% are somewhat ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... leverage Envestnet | Yodlee's Consumer Data Right (CDR) accreditation under the CDR representative model to power its Your Wealth module. The partnership enables Lumiant to access real-time data from financial institutions. The open banking connections ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
... US in May and currently serves about 4000 families globally. It also recently received $3 million in funding from Savant Wealth Management. Savant has $13.5 billion in assets under management and, as Lumiant's first US customer, took a minority stake ...

Schroders names head of private wealth

CHLOE WALKER  |  MONDAY, 5 SEP 2022
Theone Star has joined the Schroders Australia team as its new head of private wealth. Reporting to chief executive Sam Hallinan, Sydney-based Star will be responsible for building Schroders' relationships in the private wealth segment and identifying ...

Pretium Partners lands down under

CHLOE WALKER  |  TUESDAY, 30 AUG 2022
... limited partners including high-net worth individuals and sophisticated institutional investors such as endowments, sovereign wealth funds, superannuation funds, and family offices. He joins Pretium from Asia Principal Capital and Morpheus Ventures ...

BlackRock, Coinbase partner on crypto offering

CASSANDRA BALDINI  |  FRIDAY, 5 AUG 2022
... APIs to offer crypto related products such as ETPs and ETFs, custodial solutions, or brokerage for institutional, private wealth, and retail clients.

KKR appoints director, client and partner group

CASSANDRA BALDINI  |  FRIDAY, 29 JUL 2022
... allow Australian and New Zealand investors to access opportunities across our platform, including opportunities for private wealth investors." As of March 30, KKR manages more than $260 billion of corporate and asset-backed credit worldwide, with an ...

Franklin Templeton names new head of Australia

CHLOE WALKER  |  WEDNESDAY, 20 JUL 2022
... investment vehicles," Walsh concluded. Franklin Templeton's co-head of APAC Matt Harrison added: "Felicity brings with her a wealth of experience working with various client segments. Australia and New Zealand are key markets for Franklin Templeton ...

Mercer chief operating officer departs

ANDREW MCKEAN  |  TUESDAY, 31 MAY 2022
... operating officer position in February last year. Prior to his Mercer appointment in 2017, Stevens was general manager of wealth management at Colonial First State for 12 years. He has also had tenures at Avanteos and Aviva Australia as chief operating ...