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

Search Results

Showing 41 - 50 of 518 results for "High-Net-Worth"

Senior appointments at HLB Mann Judd

ELIZA BAVIN  |  WEDNESDAY, 16 DEC 2020
... Ridhalgh has been appointed director - business advisory. She works primarily with family businesses and large high net worth family groups. Lastly, Tom Roberts has been appointed director - business advisory. Roberts commenced his career with HLB Mann ...

CBA private office head joins Mutual Trust

ANNABELLE DICKSON  |  MONDAY, 7 DEC 2020
Ralf Haase established the CPO in 2009 to develop and lead the ultra-high net worth business segment of Commonwealth Private. CBA restructured the business unit in June, folding into Commonwealth Private and making Haase redundant. Prior to his time ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... Services Group is a wealth management firm headquartered in Caulfield North in Victoria. It caters to ultra-high and high net worth individuals and offers family office services. "Taking advantage of Connectus' strategic resources, while leveraging ...

HESTA partners with Australian Unity

ELIZABETH MCARTHUR  |  TUESDAY, 1 DEC 2020
... unlisted assets classes. The sources of investment for these opportunities have come mainly from family offices, high net worth individuals and institutional investors, but this raising by Australian Unity can also be accessed by retail investors." "Bringing ...

BlackRock to buy equity index firm

KARREN VERGARA  |  MONDAY, 30 NOV 2020
... a BlackRock senior adviser. "The combination will bring institutional quality, personalized portfolios to ultra-high net worth advisors and will create one of the most compelling client opportunities in the investment management industry today," the ...

ESG bringing the family together

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
Environmental, social and governance (ESG) investing have emerged as a common interest for high net worth families who have competing interests over financial advice, risk and objectives, new research shows. Barclays Private Bank found that by 2030 ...

Generation flags Ascalon closure

ANNABELLE DICKSON  |  THURSDAY, 19 NOV 2020
... Furthermore, Coombe revealed its plans to launch the Generation Life Equity Income Fund - a tax-effective income fund for high net worth investors to take advantage of its existing bond business structure with added income. Generation said the search ...

Channel Capital in management buyout

KANIKA SOOD  |  TUESDAY, 10 NOV 2020
... to a select group of investment management companies and their clients across the institutional, family office, high net worth and advisor-led investor space in Australia and New Zealand. Channel's subsidiary, Channel Investment Management Limited ...

PwC appoints wealth services MD

ANNABELLE DICKSON  |  THURSDAY, 29 OCT 2020
... for six months prior to which he was national director, ANZ Private Advisory. He was focused on assisting ultra-high net worth clients through liquidity events and was responsible for driving and delivering on the enhanced proposition and segment strategy ...

Pendal appoints head of institutional

KANIKA SOOD  |  FRIDAY, 23 OCT 2020
... In May, Pendal hired Sydney boutique Auscap Asset Management's chief executive of four years as its head of high net worth distribution. In October 2019, Rebecca Fesq left as Pendal's head of client experience and direct after five years at the ...