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Showing 51 - 60 of 4932 results for wealth management

US family office launches Australian arm

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... 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 ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
... scale. I am confident, our pipeline of strategic initiatives will deliver future growth as we continue to build our powerful wealth platform."

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... 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 ...

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... 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 ...

Risk, compliance staff in hot demand

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2024
... 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.

Count to finalise Diverger deal

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2024
... 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 builds out local team

ELIZABETH FRY  |  MONDAY, 12 FEB 2024
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 hires chief client officer

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... 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 ...

Prime to acquire boutique fund manager

KARREN VERGARA  |  MONDAY, 12 FEB 2024
... 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 ...

Grok Ventures appoints new chief executive

RACHEL ALEMBAKIS  |  FRIDAY, 9 FEB 2024
... 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 ...