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

Search Results

Showing 511 - 520 of 9257 results for "Wealth"

Insurer names interim chief executive

JAMIE WILLIAMSON  |  THURSDAY, 10 JUL 2025
... Before that, he'd spent close to two decades at Macquarie working across technology, product, operations and strategy in wealth management and banking. "The board welcomes David in the role... With a strong track record in technology-enabled transformation ...

Licensee compliance head banned over fees for no service

MATTHEW WAI  |  WEDNESDAY, 9 JUL 2025
... licensee has been banned for three years over the way he dealt with an adviser's fees for no service misconduct. Former Crown Wealth Group director and head of compliance Andrew Moore has been banned for three years for failing to recognise the seriousness ...

SIAA chief executive steps down

ELIZA BAVIN  |  WEDNESDAY, 9 JUL 2025
... regulatory changes that have occurred during her tenure. "Judith has been a passionate advocate for the stockbroking and wealth management sector, leading vital industry discussions and representing the interests of our members with professionalism and ...

Adviser receives permanent ban over 'dishonest' conduct

MATTHEW WAI  |  TUESDAY, 8 JUL 2025
... and 2024, King was an authorised representative of Principal Financial Group, Total Financial Solutions Australia, and Wealth Effect Advisory. Further until August 2024, King was a director of Wealth Effect Advisory, King Financial Group (NSW), King ...

Blue Owl launches fund to sophisticated investors

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... the net asset value. The minimum investment amount is $100,000. Blue Owl president and chief executive of global private wealth Sean Connor said partnering with Koda Capital is a significant step in the firm's global expansion strategy. "Koda's reputation ...

Mercer SmartPath returns exceed 12%

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... Super chief investment officer Graeme Miller said the results demonstrate consistent growth in members' retirement wealth and showcase the resilience of well-diversified investment portfolios. "Despite geopolitical headwinds driving market volatility ...

Profile Financial Services names new chief, chair

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
... director, with Andrew Walsh succeeding him as the new chair of the board. Dooley brings over 20 years of experience across wealth management, financial services, and fintech, with a track record of driving strategic growth, cultural transformation, and ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... manager. Previously, Sunnassee, who has been with the firm for 18 months, worked at Macquarie Group's private banking and wealth management business. "It's been an incredible journey so far, and I'm grateful for all the support, guidance ...

Activist investor hires distribution lead

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
Morgan Stanley Wealth Management's former head of investment solutions, Scarlett Dorney, has joined Sandon Capital in much the same role. As head of client solutions at the activist investor, Dorney's role will encompass distribution, strategy ...

LGT Crestone promotes investment duo

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... within its chief investment office, strengthening its asset allocation and capital markets leadership. Firstly, the private wealth firm has promoted Matthew Tan to head of asset allocation, acknowledging his significant contribution to the firm's ...