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Showing 691 - 700 of 9257 results for "Wealth"

Aussie instos on the hunt for niche opportunities

ELIZA BAVIN  |  WEDNESDAY, 19 MAR 2025
... globally. "Private credit opportunities remain strong globally, with a significant amount of both institutional and private wealth investors continuing to look offshore to complement their existing Australian private credit allocations," Kleinig said. ...

FNZ wins mandate, names APAC head

JAMIE WILLIAMSON  |  TUESDAY, 18 MAR 2025
... been handed a mandate by a $56 billion industry super fund, while also welcoming a Sydney-based head of Asia Pacific. The wealth technology platform has been selected by CareSuper to take over as its direct investment option (DIO) provider, following ...

Fixing retirement system an election priority: Grattan

JAMIE WILLIAMSON  |  MONDAY, 17 MAR 2025
The Grattan Institute is once again calling for the simplification of Australia's retirement income system, saying it should be a policy priority for whoever wins this year's federal election. Releasing its Orange Book 2025: Policy priorities for the ...

TWC Invest makes risk, technology hires

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... the calibre of leadership we're attracting at TWC... their combined expertise aligns with this philosophy, bringing a wealth of institutional experience and a shared vision for innovation and strong fiduciary oversight. "We have in place an accomplished ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... solutions. "Each year more advisers are turning to managed accounts because they allow for a more holistic approach to wealth planning," Blewitt said. "The ability to tailor portfolios to meet the specific financial and lifestyle goals of clients is ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... when the demand for financial advice is high, and adviser numbers are low," Morris said. Likewise, Ords head of private wealth Frank Hegerty said it's encouraging to see many established wealth management professionals view the firm as a wealth manager ...

'Incompetent' adviser permanently banned by ASIC

MATTHEW WAI  |  FRIDAY, 14 MAR 2025
... carries a financial services business. Surtenich was the director and responsible manager of AFS Licensee (AFSL) Suetonius Wealth Management between 28 July 2020 and 14 December 2020, where he recommended to at least 18 clients that they invest in a ...

Japanese asset manager enters Australian market

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... works with fund managers from across the globe and represents them in the institutional, family office, private bank, and wealth manager investor segments.

Asian family office sets up in Melbourne

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... assets and traditional finance. He sees second and third-generation high-net-worth clients who want to do more with their wealth than invest in bonds, equities, and property. The focus on capital markets will enable the new firm to offer a wider range ...

Mercer adds to wealth team

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
Mercer continues to bump up its wealth distribution team by adding two new staffers. Matthew Young and Staten Janes have both been hired as senior sales leaders, based in Sydney. Young joined FIIG Securities, where he was head of intermediary distribution ...