Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 51 - 60 of 340 results for BT WEALTH CONNECT

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... information about its clients for better insights and services. It is expected that round $3.5 trillion will swap hands in the wealth transfer in Australia over the next 20 years, and Tubman noted HeirWealth's offering has become imperative for advisers ...

Family office appoints inaugural chief executive

JAMIE WILLIAMSON  |  TUESDAY, 11 MAR 2025
... lead her family office and philanthropic venture, founded in 2023. Through Coaxial, Forrest will redistribute her personal wealth, particularly in support of disadvantaged children, families and communities. Its first major program, Project Oasis, is ...

Luxury asset investment platform launches for high-net-worth investors

ANDREW MCKEAN  |  TUESDAY, 11 MAR 2025
... Yet, despite this boom, luxury products and high-end collectibles have remained largely overlooked as investment assets in wealth management, according to MUSE. MUSE said that's because product valuations have typically relied on auction sites, outdated ...

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... superannuation and investments manager. Following Dixon's departure, Wilson stepped into the role of head of distribution for wealth and intermediaries at Remara. I'm excited to work alongside the leadership team here and help our company grow ...

Saxo Australia to rebrand after global takeover

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... choice" for investors. "We believe DMA's platform offering will bring tangible benefits to Australian financial advisers and wealth managers, while the business will continue to focus on delivering high-touch, high-quality service for self-directed retail ...

Local private wealth manager appoints new chief

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
Stellan Capital, a national private wealth management firm, has appointed a new chief executive. Jim DeCarlo has stepped into the role at the firm, which specialises in strategic financial planning, bespoke portfolio management, and family office services. ...

NRL legend joins private wealth firm

ANDREW MCKEAN  |  THURSDAY, 12 DEC 2024
Ex-National Rugby League (NRL) player Cooper Cronk has joined Viola Private Wealth as an ambassador. Cronk, who's rugby league career included 372 games for the Melbourne Storm and Sydney Roosters, won six premierships, and was inducted into the Hall ...

ANZ chief to retire, external successor named

MATTHEW WAI  |  MONDAY, 9 DEC 2024
... process, ANZ chair Paul O'Sullivan said. In the end, the successful candidate was Nuno Matos. Currently chief executive, wealth and personal banking at HSBC, Matos will take over the top job in July next year. Matos brings over 30 years' experience across ...

Former abrdn MD takes on chief executive role

ELIZA BAVIN  |  FRIDAY, 6 DEC 2024
... managing director of abrdn (formerly Aberdeen Asset Management) Australia. Jollie spent 23 years at abrdn, mostly in senior wealth, funds and business management roles. He also sat on the board of the Financial Services Council for six years. Hearts ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
Fintech firm elemnta has released new research looking at data-related challenges impacting Australia's wealth management sector. The research highlights data fragmentation and lack of standardisation as the primary hurdles preventing scalable ...