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Showing 521 - 530 of 9264 results for "wealth"

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 ...

Janus Henderson finalises strategic partnership with life insurer

MATTHEW WAI  |  THURSDAY, 3 JUL 2025
... statement, adding that he believes this partnership will allow the firm to accelerate investment strategies and bolster wealth management capabilities. As at March 31, Janus Henderson had approximately US$373 billion ($567 billion) in assets under ma ...

Fees for no service see former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 3 JUL 2025
... fact fees were being charged despite no services being provided, and that she failed to report it immediately to Crown Wealth Group, her licensee. Further, she failed to investigate the conduct and implement systems to prevent it from happening again ...

Payton Capital rebrands post-acquisition

MATTHEW WAI  |  WEDNESDAY, 2 JUL 2025
... current rosters. "As HMC Private Credit, we continue to provide tailored lending solutions and aim to help our clients build wealth through attractive investment opportunities that provide risk-adjusted returns," head of HMC Private Credit Craig Schloeffel ...