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Showing 51 - 60 of 8107 results for "Wealth"

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
Mercury Capital will acquire KKR's 40% stake in wealth management and advisory firm Findex. The partnership will leverage Mercury Capital's understanding of the Australian and New Zealand markets and their experience working with business owners ...

GBST develops private equity platform

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
Wealth management software business GBST has collaborated with Luna Partners to create a technology platform that connects investors and managers to the wholesale private equity market. The cloud-based SaaS platform will open investment opportunities ...

James Mawhinney arrested as Mayfair 101 saga rolls on

JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2024
... 101's James Mawhinney was arrested yesterday and charged with engaging in dishonest conduct for allegedly claiming IPO Wealth Group owned companies that it did not. Mawhinney has been in a years-long battle with ASIC now, with the regulator taking ...

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... supports new mandate wins and lower redemptions," Morningstar said. "Additionally, we anticipate improved flows for both wealth management and corporate trust with stabilising interest rates and potential improvements in macroeconomic conditions. Both ...

Hejaz awards technology mandate to wealth platform

ANDREW MCKEAN  |  MONDAY, 8 APR 2024
Hejaz has appointed wealth fintech Openmarkets to equip its in-development Shariah-compliant investment platform with trading and execution technology solutions. Openmarkets will support the platform with API-led market infrastructure technology, enabling ...

James Mawhinney applies to have ASIC's case struck out

ELIZA BAVIN  |  MONDAY, 8 APR 2024
... matter. This comes after the details of the $44 million settlement between Mayfair 101, Mawhinney and the liquidators of IPO Wealth Holdings were made public. In July 2022, the liquidators reached a settlement to abandon all claims against Mawhinney ...

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... growing pool of South Australian clients. These include the University of Adelaide, Return to Work SA and Perks Private Wealth. Purkis has risen quickly through the ranks having joined Frontier as an associate in 2021 after five years in funds management. ...

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... all consulting practices," JANA general manager of investment trusts Leon Tisdell said. "Both Claire and David bring a wealth of knowledge to their respective positions, with insights and expertise that will undoubtedly enrich our strategic approach. ...

Macquarie executive to become chief product officer at BT

JAMIE WILLIAMSON  |  WEDNESDAY, 3 APR 2024
... services, responsible for the business bank's platform strategy. She also previously served as chief product owner for wealth management, worked in product development for Macquarie Wrap, and was a product manager in the superannuation business. She's ...

Former adviser slapped with 12 charges

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
A former financial adviser has been charged with 12 counts of dishonest conduct for falsifying clients' documents to access their superannuation accounts. The Downing Centre Local Court yesterday slapped the charges on David Mario Valvo while running ...