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Showing 631 - 640 of 9260 results for "Wealth"

LGT Crestone poaches CRO from Challenger

ELIZABETH FRY  |  THURSDAY, 24 APR 2025
LGT Crestone Wealth Management has nabbed a top risk professional from Challenger Ltd. After seven years at Challenger in several risk and compliance roles, Karen James Lawson has stepped into the top risk role at LTG Crestone. Confirming the appointment ...

Future Fund veteran takes on new gig

ELIZABETH FRY  |  THURSDAY, 24 APR 2025
Future Fund emerging markets lead has taken up a new role at Australia's sovereign wealth fund. Industry heavyweight Craig Thorburn - who has been with the fund for almost two decades - has been appointed director of thought leadership. While leading ...

OneVue, Spectrum drive Praemium to record FUA

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... December end, it had just $73 million in FUA. "We are pleased with the ongoing interest in this product across the private wealth sector and have a strong pipeline for the remainder of 2025," Praemium chief executive Anthony Wamsteker said. Meantime ...

Selfwealth shareholders resoundingly greenlight takeover proposal

ANDREW MCKEAN  |  WEDNESDAY, 23 APR 2025
Selfwealth shareholders approved the investment platform's acquisition by Singaporean digital wealth manager Syfe Group's holding company Svava on Tuesday. Of those who voted, 99.7% were in favour of the proposed offer, which will see shareholders receive ...

Insignia Financial trims $5bn off FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
... allocation requirements of the institution. This, combined with market volatility, saw a total decrease of $5 billion in the wealth manager's FUM, now coming in at $321.8 billion. This is spread across Wrap ($97.7bn), superannuation ($129.8bn), and asset ...

Iress offloads QuantHouse

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... our transformation program now complete, Iress is focused on strengthening and growing our core business operations in wealth and trading and market data. While QuantHouse has been a valuable part of our business, we recognise its future potential will ...

Corporate fund selects Mercer Super for SFT

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... Trust. This plan has some $1.6 billion in assets and about 4460 members. "In recent years there have been a number of new wealth platforms established as well as significant enhancements to platform features and flexibility. After a thorough review ...

Prime Financial Group buys Lincoln Indicators

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
The ASX-listed wealth manager is acquiring Lincoln Indicators, expanding its presence in the high-net-worth and self-managed super spaces. Based in Melbourne, Lincoln Indicators is a provider of investment research and portfolio, platform and funds ...

Coller Capital hires from L1 Capital

KARREN VERGARA  |  TUESDAY, 22 APR 2025
Coller Capital appointed a new director for its private wealth team who recently finished up at L1 Capital. Alexander Ordon joined Coller Capital in March as a director for Australia and New Zealand to support the private wealth secondaries solutions ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
... Equity Story will acquire Adelaide-based advisory firm Baker Young for $4.2 million in cash, as it looks to expand its wealth management footprint. The transaction is expected to be earnings-accretive and "meaningfully contribute" to Equity Story's revenue ...