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Showing 701 - 710 of 9263 results for "Wealth"

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 ...

amicaa poaches Fidante exec

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... second executive to depart Fidante Partners in the last week. After six years there, Matthew Holberton has left to join Ares Wealth Management Solutions.

Iress hires wealth tech experts

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
Iress, the financial services software and data firm, has made two hires to its Asia Pacific wealth team. Callum Masson and Martin Johnson have been appointed executive general manager of product and technology and general manager of technology respectively. ...

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
... CoreData showed. Some 50% of HNW advisers predict that non-custody solutions will have either a growing or essential role in wealth management over the next three to five years. About 37% of advisers said their clients invested in alternative assets ...

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 ...