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Showing 41 - 50 of 357 results for "Advisory Firm"

Coterie invests in wealth platform

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... Portfolio Solutions and established a dedicated fund that solely houses the platform. The investment manager and advisory firm, which is part of the Mantis Funds stable, has made the special purpose vehicle fund available to ultra-high-net-wealth and ...

KPMG family business consultants launch advisory firm

CHLOE WALKER  |  MONDAY, 28 FEB 2022
... KPMG alumni Michelle De Lucia, Dominic Pelligana and Andrew Muscara have launched L ineage Group, a new Australian advisory firm specialising in working with successful business families. Based in Melbourne, the firm specialises in first to fifth-generation ...

Proxy advice reforms defeated

RACHEL ALEMBAKIS  |  FRIDAY, 11 FEB 2022
The Senate has overturned proxy advice reforms announced at the end of last year, three days after the new regime had begun. On a vote of 29 votes to 25, the Senate disallowed the new regulations that were announced by Treasurer Josh Frydenberg in December ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... first African American to serve as the chair. Elliott is currently the president of Grid 202 Partners, an investment advisory firm based in Washington, DC. Her financial planning and investment experience spans two decades. She has worked for the likes ...

ISPT takes stake in property fund manager

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... its capital markets business to create a corporate and institutional business. Fort Street is a boutique corporate advisory firm and at the time, executed more than 70 advisory mandates across mergers and acquisitions, equity capital markets and debt ...

Crestone to be acquired by LGT Group

JAMIE WILLIAMSON  |  WEDNESDAY, 15 DEC 2021
... and institutions. LGT Group chair H.S.H Prince Max von und zu Liechtenstein said: "Crestone is a preeminent wealth advisory firm with excellent further growth opportunities in the attractive Australian market. We look forward to working closely with ...

Equity Trustees nabs Perpetual sales head

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... more than seven years at Perpetual. Prior to joining the firm, he held senior roles at chartered accounting and advisory firm RSM Australia and corporate advisory specialists PPB Advisory. "We are delighted to welcome Johnny to the CTS team. We have ...

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... Buck's seventh merger in two years. In September, William Buck merged with BR Wellington, an accounting and business advisory firm based in Melbourne. Last month, it appointed Vivek Miranda to its Melbourne office as director of corporate advisor ...

Macquarie AM acquires alternative investment group

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
Macquarie Asset Management has acquired an independent investment advisory firm delivering private client access to institutional hedge fund, private equity, real estate, and funds-of-funds. It agreed to acquired New York-based Central Park Group for ...

Digital advice firm hires for institutional strategy

ANNABELLE DICKSON  |  WEDNESDAY, 13 OCT 2021
... strategy in Asia Pacific but also its global pension fund strategy. Andrew Baker is currently a director of global advisory firm NMG Group and was previously a director at Five Forces Governance and Consulting. Baker spent just over a year at QSuper ...