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Showing 51 - 60 of 696 results for %22Partners Wealth Group%22

FinClear buys cash investment platform

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2023
... optimisation, administration, and compliance services to meet regulatory and risk management needs. It also operated the Wealth Cash Income Fund, a term deposit managed fund for smaller investments, diversified across numerous banks. FinClear said this ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... support the business in its growth and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by principals Daniel Molesworth and Robert Wood. Its establishment came in mid-2021 ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
The wealth group will consolidate its self-employed licensees under one brand, to be owned by the advisers via a new equity model. It has also confirmed it will divest most of its holding in Godfrey Pembroke and is looking to sell Millennium3. Insignia ...

AAC at centre of billionaire insider trading scheme

CHLOE WALKER  |  WEDNESDAY, 26 JUL 2023
... corporate boardrooms, repeatedly providing inside information to friends, personal assistants, private pilots, and romantic partners. This included publicly traded companies he was a major investor in. "Those folks then traded on that inside information ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
... with global application to our existing and future clients." Dixon, who is also managing partner at Anchorage Capital Partners, the private equity firm that acquired GBST in December 2021, added: "We are delighted to welcome Jacqui Henderson and her ...

Partners Wealth Group names head of alternatives

CHLOE WALKER  |  MONDAY, 24 JUL 2023
... and research roles across AMP Capital, BT Funds Management and Craig Investment Partners in New Zealand. Partners Wealth Group chief investment officer Graeme Bibby said Juventin's appointment will add depth to its alternative investment due diligence ...

IFM drops $50m on local infrastructure player

CASSANDRA BALDINI  |  FRIDAY, 21 JUL 2023
... said. IFM reported $217 billion in funds under management as of 31 March 2023. It concluded the investment will bring a wealth of networks, relationships, and specialist skill sets, which will be leveraged to support SUPA's growth strategy.

AMP adds three group executive roles

CASSANDRA BALDINI  |  THURSDAY, 20 JUL 2023
... Management, AMP Capital's Global Equities and Fixed Income business to Macquarie, and SuperConcepts to Pemba Capital Partners. "The AMP sales have made for a much simpler AMP and these executive changes reflect that by flattening our management structure ...

Ownership changes spur upheaval in unit trust sector

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... it appeared there was a large and significant divestment plan." Dyall added that it was perhaps former institutional partners (maybe commonly owned life companies, stat funds, retail super funds and the like) in the process of unwinding previously mutually ...

Equipsuper adds board director

ELIZABETH FRY  |  TUESDAY, 11 JUL 2023
... Perrin's asset consulting practice and seven years at Access Capital Advisers He also did a stint at Palisade Investment Partners, where he was partner and head of investment operations. Widdup was one of the mid-market infrastructure firm's ...