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

Search Results

Showing 41 - 50 of 407 results for "Advisory Firm"

Asena Family Office adds chief investment officer

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
... landing at Morningstar. Asena is a relative newcomer to Australia joining forces with boutique investment and tax advisory firm Giles Wade in February. The family office raises capital for private market opportunities for its US and Australian clients. ...

Fund manager splashes $240m on AZ NGA

KARREN VERGARA  |  TUESDAY, 1 OCT 2024
... This transaction brings AZ NGA a step closer to achieving its vision of being Australia's leading professional advisory firm, and we look forward to working with Oaktree to continue supporting AZ NGA in its next chapter of growth," Azimut Holding ...

Longreach hires Channel Capital sales lead, launches advisory firm

KARREN VERGARA  |  WEDNESDAY, 28 AUG 2024
Longreach Alternatives has poached the former sales lead of Channel Capital to spearhead its new business unit dedicated to fundraising and distributing its products. Andrew King, who finished up with Channel Capital in May 2023, popped up at fledgling ...

State Street receives Shariah-compliant certificate

MATTHEW WAI  |  FRIDAY, 16 AUG 2024
... services. The announcement follows the company attaining a Shariah-compliant certificate from Amanie Advisors, a Shariah advisory firm. The Islamic finance industry is set to boom in the next few years, with S&P Global Ratings forecasting a high single-digit ...

New mandate boosts JANA's wealth division

MATTHEW WAI  |  WEDNESDAY, 14 AUG 2024
JANA Investment Advisers has been mandated by a Melbourne advice firm to provide managed account consulting services. JANA announced a new agreement with Investor Wealth, providing consultancy and support services related to managed accounts, including ...

Kidmans acquires wealth advisory firm

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
Kidmans Partners, a member of the Count network, has acquired Victorian accounting and financial advice firm Zanacorp for $2.1 million. Kidmans will pay 70% of the consideration for Elsternwick-based Zanacorp upon completion and the remainder will be ...

Federation AM invests in Astris Advisory

KARREN VERGARA  |  WEDNESDAY, 3 JUL 2024
... stake in Japanese financial services firm Astris Advisory Japan K.K. for an undisclosed amount. The Tokyo-based advisory firm helps connect Japanese corporates with the international investment community and vice versa. It also provides investment research ...

ASIC freezes assets of Melbourne based licensee

ELIZA BAVIN  |  THURSDAY, 27 JUN 2024
... Australian financial services license since 18 August 2017. The company described itself as an investment and financial advisory firm specialising in the provision of personal financial and investment advice to private investors. Global Capital Property ...

Family office, PE firms back local telco infrastructure provider

JAMIE WILLIAMSON  |  MONDAY, 24 JUN 2024
... office with locations in Sydney and Munich. Meantime, Friday Capital is a Sydney-based private equity and corporate advisory firm, while The Silverfern Group is also a private equity group, specialising in investments $15-$25 million in size. "Scott ...

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
Genium Investment Partners won a mandate to provide investment consultancy services to a family-owned wealth advisory firm. Located in Manly, New South Wales, Peer Wealth offers financial and insurance advice, accounting, and mortgage broking services. ...