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Showing 531 - 540 of 9268 results for "wealth"

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 ...

First Sentier Investors chief executive steps down

JAMIE WILLIAMSON  |  WEDNESDAY, 2 JUL 2025
... January 2015 he served as chief financial officer, first for CFSGAM and then for Colonial First State and Commonwealth Bank's wealth management business.

AMP Super delivers double digit returns in FY25

MATTHEW WAI  |  WEDNESDAY, 2 JUL 2025
... the same period among the three options available. Balanced returned 11.0%, while Growth delivered a return of 12.7%. The wealth manager said the positive returns highlight the strength of its investment approach through a volatile period marked by geopolitical ...

Escala unveils new leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
Private wealth group Escala Partners has made changes to its leadership structure as it officially integrated into global financial services firm Focus Financial Partners. Although Escala joined Focus' network of independent wealth management firms ...

Evidentia assembles inaugural executive leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
... suite of offerings," Evidentia said. Hugh Holden, formerly a principal for asset consulting at Evidentia, now heads private wealth, and is tasked with driving the firm's private separately managed account solutions and leading the business consulting ...

Potential Insignia takeover edges closer

ELIZA BAVIN  |  TUESDAY, 1 JUL 2025
... come within the next two weeks as CC Capital Partners "continues to actively work towards" making a binding bid for the wealth manager. Insignia confirmed CC Capital is finalising financing and investment committee approvals and that process is expected ...

APRA expects 'no cutting corners' with CPS230

KARREN VERGARA  |  TUESDAY, 1 JUL 2025
... APRA their material service provider register (MSP). Linda Elkins, KPMG Australia's national sector leader, asset and wealth management, recently told Financial Standard that what CPS 230 asks super funds to do is understand their critical processes ...