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| | ... business models that became unable to meet the needs of ultra-high-net-worth families. "This resulted in a generational wealth transition away from traditional banks into privately formed family office structures," Nathanial said. "We think this is the ... |
| | | ... scale. I am confident, our pipeline of strategic initiatives will deliver future growth as we continue to build our powerful wealth platform." |
| | | ... after it posted a marginal increase in underlying profit and reported all its strategic priorities being on-track. The wealth giant has reported underlying net profit after tax (NPAT) of $95.5 million for 1H24, up 1.2% on 1H23. However, its statutory ... |
| | | ... adviser Shivdeep Jaidka after he failed to provide appropriate SMSF advice. Jaidka most recently was an adviser at Merit Wealth under Diverger from October 2022 to June 2023. Before that Jaidka was with the SMSF Advisers Network, The SMSF Expert, and ... |
| | | ... that have come to an end are also facing the prospect of taking a significant pay cut to enter the market in a different wealth or risk and compliance role, she said. |
| | | ... offered by Diverger, along with the scale benefits that come from being one of Australia's largest integrated accounting, wealth and services providers," Humphrey said. Some 99.7% of shareholders voted for Count to take over Diverger, following both ... |
| | | Barings has beefed up its Australian team with the appointment of a head of wealth distribution. The US$351 billion investment manager has appointed Jonathan Baird as head of Australia wealth distribution. Baird joins from Income Asset Management Group ... |
| | | ... Centric's relationships with its clients and improve their overall experience. Centric is a Sydney-based wealth management platform and products designed to address Australia's "fractured fintech ecosystem". It is owned by Findex. Morris joins ... |
| | | ... in the last financial year. Its net profit after tax was up 16% year on year to $2.2 million. Prime operates wealth management, capital and corporate advisory, accounting, and business advisory, and SMSF business units. Altor director and head of distribution ... |
| | | ... Kwong-Law will remain as chief investment officer. Kueh has more than 20 years' experience in asset management, wealth management and investment banking, at one point spending 10 years with Macquarie establishing their early business in the US and ... |
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