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Showing 41 - 50 of 1009 results for "Private wealth"

Granite Bay Private Wealth launches, taps BlackRock

KARREN VERGARA  |  WEDNESDAY, 14 JAN 2026
Former QIC and Morgan Stanley staffers have launched Granite Bay Private Wealth and appointed BlackRock as its outsourced chief investment officer (OCIO). Granite Bay is founded by Brisbane-based Steve Moon, who is also the managing partner. Moon was ...

Ord Minnett creates national practice manager role

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
... Scott Weaver as it looks to better support advisers as the business grows. Weaver will work with associate and private wealth advisers across Ord Minnett's 15 offices. His role is focused on adviser development, lifting capability across the firm ...

AllianceBernstein promotes private wealth head to president

MATTHEW WAI  |  TUESDAY, 6 JAN 2026
... needs. He joined the firm five years ago as head of global client group and was given the additional role of head of private wealth in July 2022. Erzan will continue to lead AB's private wealth management, global asset management distribution and ...

NAB Private Wealth, JBWere names CIO

KARREN VERGARA  |  TUESDAY, 9 DEC 2025
The former deputy chief investment officer of Cbus will lead NAB Private Wealth and its subsidiary JBWere as investments chief in 2026. Alexandra Campbell is the new chief investment officer for NAB Private Wealth and JBWere. The parent company has ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
... Western Australia-based Geographe Financial Group, and a strategic partnership with Queensland advice firm MiQ Private Wealth. The accelerated growth comes after Los Angeles-based Oaktree Capital Management became a major shareholder of AZ NGA last year ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... demonstrate value - lower-value offerings will be rationalised appropriately in line with this approach." The group's private wealth businesses are Clime Private Wealth, MTIS Wealth Management and Investment Strategists Accounting Services. CPW and ...

Talent crunch lifts base salaries for advisers: Kaizen

RIDDHIMA TALWANI  |  THURSDAY, 20 NOV 2025
... structures, and equity participation," the report said. Thompson noted that it has been particularly challenging for private wealth managers and public practice advice firms to hire because of non-compete clauses and client ownership issues. "In contrast ...

Bell Financial Group names inaugural investments chief

KARREN VERGARA  |  FRIDAY, 7 NOV 2025
... overseeing portfolio construction and management across multiple asset classes "will be of significant benefit to our private wealth clients as we move towards more holistic portfolio advice." "The creation of this role is another important piece in ...

Top Regal Partners exec departs

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025
... marketing and investor relations team across the business. The restructuring saw Camelia Seric appointed head of private wealth distribution. Seric was promoted from distribution lead at Merricks Capital, which was bought by Regal Partners a year ago ...

AZ NGA expands in South Australia

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... planning services to individuals and small-to-medium-sized enterprises. It has six partners and 70 employees. MiQ Private Wealth recently joined AZ NGA's stable as the latter expands its presence through its seven office locations, including Geraldton ...