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Showing 41 - 50 of 1708 results for %22FS Private Wealth%22

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... of our customers." Reliant on regulatory approvals, the deal is expected to complete in June 2024. NAB executive private wealth and JBWere chief executive Michael Saadie said: "We're pleased JBWere New Zealand will be part of a leading asset management ...

JPMAM to bring more alts strategies to wholesale investors

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
... a global leader in investment management, to support them in their strategic ambition to be at the forefront of making private markets more accessible to wealth managers and wholesale investors in Australia." "As wealth creation is increasingly taking ...

GSFM to distribute Access Capital Partners offering to HNWs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
... "The addition of ACP to our existing fund manager line-up means we can offer a new and different asset class of European private assets to investors." McIntyre said ACP's investment team has gained deep knowledge of European infrastructure and smaller ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... 401K pension plans in the US and the UK's defined contribution schemes are examples. In Australia, Haigh said private wealth advisers appear to be following the footsteps of institutional investors like super funds, which have progressively moved ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... Unity's Financial Advice business by AZ NGA-backed Nestworth Financial Strategists in partnership with Fortnum Private Wealth. Barrett said the Australian Unity deal is just the latest in a series of transactions enabled by AZ NGA. "We have so much ...

Barings prepares new strategies for local institutional investors

ANDREW MCKEAN  |  TUESDAY, 5 DEC 2023
... "top-tier debt provider" in the APAC region and augment the scale of investments per deal. Despite having been active in the private debt sector within APAC for over a decade, Barings previously refrained from developing dedicated local market strategies ...

QIC opens new international office

ANDREW MCKEAN  |  TUESDAY, 5 DEC 2023
... the Asian and Middle East regions," Rampa said. "These capital partners are sophisticated and active in the Australian private market, where our capabilities in infrastructure, private debt, real estate and natural capital resonate strongly. "The combination ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... reporting, structured giving expertise, estate planning, insurance and asset protection advice, business succession planning, private banking and commercial finance, trustee services, tax planning, cash flow planning, and debt management. "HNW clients ...

AMP adds to board

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... executive of Fordham and held various senior roles at IMB Australia and New Zealand. Meanwhile, Leibel's experience spans private and public boards and senior executive leadership positions across various sectors. She previously worked at UniSuper ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... risks. When it comes to investing, 43% of first-generation wealth created said they intend to increase their allocation to private debt over the next 12 months and 38% plan to increase developed market bond holdings. By contrast, the successor generations ...