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Showing 41 - 50 of 1028 results for "Private wealth"

S64, Ardian partner to launch new fund

ELIZA BAVIN  |  MONDAY, 23 MAR 2026
... manufacturing solutions and end-to-end digital lifecycle management. "Ardian's Access Infrastructure strategy enables private wealth investors to tap into one of the most resilient and attractive asset classes in private markets," Ardian executive vice ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... In 2010, Lloyd left a leadership position within BT's advice and private banking business to head Perpetual Private Wealth, later becoming Perpetual's chief executive in 2012. He remained in the role until mid-2018 before moving to MLC. He currently ...

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
Arthur J. Gallagher & Co. (AJG) has acquired Queensland financial advice firm Asset Partners Private Wealth. Robina-based Asset Partners Private Wealth was acquired for an undisclosed amount by Illinois-headquartered AJG. The advice firm previously ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... brand, Ironbark Financial Group. The parent company will operate sub-brands that include Ironbark Advice, Ironbark Private Wealth and Ironbark Investment Solutions. Ironbark Advice encompasses businesses like Invest Blue, JSA Group, CBS Financial, Ironbark ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to operate under the Clime Private Wealth brand once the deal finalises, which is expected to be by March 31. Clime Advice operates Clime Private Wealth (CPW) and ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... made by Federation late last year, as the private equity firm sought to expand its reach with family offices and private wealth managers. At the same time, Federation also appointed Rebecca Thomas as investment director and head of responsible investments ...

Evidentia hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
... associate investment analyst and progressing to investment consultant. He began his career in advice at Garnaut Private Wealth in 2013, holding research and client-facing roles. Cho brings deep experience in multi-asset investment management, portfolio ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
... who is an independent investment committee member, and former Madison Financial Group general manager and Clime Private Wealth lead Jaime Johns, serving as non-executive chair. Meanwhile, Fiduciary Partners was launched last year by former Colonial First ...

Mason Stevens appoints chief investment officer

ELIZA BAVIN  |  MONDAY, 23 FEB 2026
... the firm's investment leadership, governance oversight, and capability to support Australia's most sophisticated private wealth advisers and family offices. Mason Stevens chief executive Tim Yule said he is delighted to welcome Taylor to the firm. "Her ...

Netwealth reports HY loss after $100m payment to First Guardian victims

ELIZA BAVIN  |  WEDNESDAY, 18 FEB 2026
... benefits to our customers as they increase efficiency across their businesses and excited to be launching our new Private Wealth and individual HIN solution," Heine said. Platform revenue was up $38.2 million, or 25.3% to $189 million in 1H26. The growth ...