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Showing 51 - 60 of 117 results for ipo wealth

Wealth firm backs new Perennial fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
... recent years we have begun to also deliver impressive returns in the under-researched and difficult to access sector of pre-IPO opportunities/unlisted growth companies - hence our desire to establish this new fund." Perennial Value managing director ...

Why this HNW adviser avoids hedge funds

KANIKA SOOD  |  TUESDAY, 5 MAR 2019
... advises on more than half of the firm's $2.2 billion in funds under advice. His firm backed the L1 long-short fund $1.3 billion IPO last year. He invests in absolute return funds but he won't go near pure hedge funds. "Maybe it is just me not understanding ...

Investment manager appoints chief executive

KANIKA SOOD  |  WEDNESDAY, 30 JAN 2019
... A former NAB associate director of institutional banking has been appointed the chief executive at Melbourne-based IPO Wealth. Ewan Laughlin has about 28 years of experience across institutional banking and corporate finance. In his most recent role ...

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
A financial advice dealer group is looking to list on the ASX this year, kicking off a $10 million IPO to make it happen. AD Capital Group has set its sights on listing later this year as part of an ongoing strategy to become one of Australia's ...

Frontier Advisors builds investment team

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... and Mandarin. Prior to NAB, he was a an analyst with corporate advisory firm Dragon Tree Capital, working on technology pre-IPO and IPO candidates on venture seed and series A raisings and M&A due diligence. Nadine Hassouna joins Frontier from a buy ...

NAB signals more bad advice remediation

KARREN VERGARA  |  THURSDAY, 1 NOV 2018
... but was uncertain of the amount. The bank is still mulling over how MLC should be offloaded by the end of 2019 - a demerger, IPO and trade sale options are on the cards. Regardless of how it is sold, NAB said it expects to have ongoing arrangements with ...

AMP divests life business

DARREN SNYDER  |  THURSDAY, 25 OCT 2018
... sale of its wealth protection business. It will also divest its New Zealand wealth management and advice businesses via an IPO. The completion of an AMP portfolio review led to the divestments. The buyer of AMP's life business is Resolution Life ...

Perpetual distribution lead departs

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
... record in the industry will help us broaden and deepen our client base and also maintain our momentum following the successful IPO of the NB Global Corporate Income Trust," Neuberger Berman head of Asia Pacific, Nick Hoar said. The IPO Hoar refers to ...

Powerwrap appoints head of operations

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
Powerwrap is welcoming a new head of operations as it continues preparations for its IPO. The platform and managed accounts provider has appointed Andrew Hartnett to the role, expanding its senior management team. Hartnett was most recently head of ...

Firetrail to launch $305m IPO

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
... lodged a prospectus with ASIC on Tuesday for its listed investment company, to be called Firetrail Absolute Return Limited. The IPO follows successful capital raising by the manager. It expects to have $2 billion by the end of September - double its ...