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Showing 41 - 50 of 163 results for %22Private Wealth Network%22

Grant Thornton sells private wealth division

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
Grant Thornton Australia has sold its private wealth business to its senior team members. The small private wealth team consists of Jon Black, Joanne Kenderes and Laura Perresini. They are the majority owners of Oreana Private, aligned with dealer group ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Rowe said. CountPlus completed six tuck-in acquisitions in the six months to 31 December 2020 including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital. In addition, four IOOF financial advice firms joined Count ...

How managers win ESG mandates

ELIZABETH MCARTHUR  |  TUESDAY, 27 APR 2021
... adviser. "At Australian Ethical, we've known for many years that climate change would and should become a key driver of private investment decisions," Australian Ethical chief executive John McMurdo said. "But not all Australians have the time, energy ...

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... Services is the fourth firm to join Count Financial from Godfrey Pembroke, following the prior appointments of Ascent Private Wealth, Venture Financial Advisers and Plan Protect. They are a Canberra-based firm led by Darren Stevens, who has over 20 years' ...

eToro combines with SPAC, plans to list

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 MAR 2021
... proceeds from FTCV's cash in trust (assuming no redemptions) and $650 million in gross proceeds from a fully committed private placement in public equity at US $10.00 per share from various strategic and institutional investors. Some of those investors ...

Crescent Foundation partnership to mentor refugees

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... University to dedicate substantial resources to this cause. "We hope our support of Deakin University will encourage other private sector corporations and institutions to come forward to help facilitate the inclusion of refugees into the workplace and ...

AMP and Ares enter JV

ANNABELLE DICKSON  |  FRIDAY, 26 FEB 2021
... acquire AMP, Ares Management has announced it is pursuing a joint venture with AMP and taking control of AMP Capital's private markets business. In the joint venture, Ares will assume the management control of the private markets businesses which ...

Fund manager hires distribution director

KARREN VERGARA  |  TUESDAY, 23 FEB 2021
... markets Daniel Bullock and will be a key point of contact for GQG's network of wholesale asset consultants, licensees, private banks and independent wealth firms. At Vanguard, Naidu worked in business development for six years, responsible for retail ...

Count Financial expands national reach

ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
... Protect is the third firm to join Count Financial from Godfrey Pembroke, following the announcements of Ascent Private Wealth and Venture Financial Advisers in late 2020. Janne Ashton has been the principal of Plan Protect since its inception in 2004 ...

Dealer group bolsters leadership

ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... career he was a practice development manager at BT owned dealer group Securitor. Ng joins from platform provider Xplore Wealth where she was state distribution manager for the firm's managed discretionary accounts service. Prior to that, she was national ...