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Showing 41 - 50 of 340 results for BT WEALTH CONNECT

Mutual Trust appoints family office specialist

MICHELLE BALTAZAR  |  THURSDAY, 21 AUG 2025
... ultra high-net-worth based in the state. Mutual Trust has over 230 employees and four offices nationally and specialises in wealth management for Australia's wealthiest families and individuals. It became the largest multi-family office in the country ...

SS&C to take over Calastone for $1.6bn

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... our commitment to delivering innovative, scalable solutions to reduce complexity and enhance outcomes for the asset and wealth management industry," he said. Carlyle acquired a majority stake in Calastone in late 2020 but did not disclose the financial ...

James Mawhinney contravened law: Federal Court

KARREN VERGARA  |  FRIDAY, 11 JUL 2025
... Core Notes. Last April, Mawhinney was arrested and charged with engaging in dishonest conduct for allegedly claiming IPO Wealth Group owned companies that it did not. On his website, Mawhinney boasts that he: "Successfully launched multiple fixed income ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... does," Roga added. For his part, Burton arrives with over 25 years of leadership in financial advice, private banking, and wealth strategy. He joins from Lonsec where he was head of sales. Burton has held senior roles at MLC, BT, and ANZ, where he built ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... manager. Previously, Sunnassee, who has been with the firm for 18 months, worked at Macquarie Group's private banking and wealth management business. "It's been an incredible journey so far, and I'm grateful for all the support, guidance ...

Perpetual mulls tie up with Partners Group

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... long-term value for our clients and stakeholders," Scott said. In February, Perpetual called off KKR's courtship of its wealth management and corporate trust operations and spinning out its asset management business. Perpetual chief executive and ...

Remara adds private wealth lead

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... Alternative assets firm Remara Investment Management has welcomed a new head of distribution to cater to the firm's private wealth clients. Wayne Richardson joins Remara Investment Management with nearly two decades of experience in financial services ...

Patience urged over 'shortsighted' super tax

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
... the SMSF sector and threatens to disrupt the delicate balance of our economic ecosystem." Wilson Advisory senior private wealth adviser Paul Aliprandi said despite concerns, patience is key. "We advise clients to remain patient until the Bill is reintroduced ...

US financial market dominance can't last indefinitely: MSCI

ANDREW MCKEAN  |  MONDAY, 12 MAY 2025
... growth more than 30% above the broader market this year. And so, for the largest institutional investors and individual wealth managers looking to move substantial capital, seeking regions with not only the capacity to absorb it but also a track record ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The joint venture known ...