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Showing 711 - 720 of 9481 results for "Wealth"

Insignia accepts CC Capital bid

ELIZA BAVIN  |  TUESDAY, 22 JUL 2025
... Financial business, our associated brands including MLC, and our vision to become Australia's leading and most efficient wealth management company by 2030," Insignia chief executive Scott Hartley said. "We are and will continue to be focused on executing ...

Younger Aussies want personalised financial advice: CALI

MATTHEW WAI  |  TUESDAY, 22 JUL 2025
... next five years, CALI added. This growth is fuelled by younger Australians, alongside factors such as intergenerational wealth transfer, larger mortgages, a shrinking adviser workforce, and increasing reliance on referral networks. The findings come ...

SS&C to take over Calastone for $1.6bn

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... our commitment to delivering innovative, scalable solutions to reduce complexity and enhance outcomes for the asset and wealth management industry," he said. Carlyle acquired a majority stake in Calastone in late 2020 but did not disclose the financial ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
ASIC is suing Fortnum Private Wealth for allegedly failing to manage and comply with its cybersecurity obligations that exposed the information of its financial advisers and clients. In the NSW Supreme Court, ASIC alleges Fortnum exposed its authorised ...

AIA Australia welcomes new chief risk officer

JAMIE WILLIAMSON  |  MONDAY, 21 JUL 2025
... she was general manager, enterprise risk for five years to December 2023. She initially joined ANZ in 2012, first at ANZ Wealth and then E*TRADE. She's also previously worked at the Reinsurance Group of America and Zurich Insurance Group. "I'm delighted ...

1MDB mastermind found in Shanghai with Aussie passport: Reports

JAMIE WILLIAMSON  |  MONDAY, 21 JUL 2025
Jho Low, the man accused of defrauding Malaysia's sovereign wealth fund, is reportedly living in Shanghai under a Greek alias with a fake Australian passport. Investigative outlet Brazen is reporting that Low, who has been on the run for several years ...

Perpetual wealth hires sustainability manager

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
Perpetual Wealth Management has recruited a manager to help support the business's responsible investment products and policies. Rachel Phillips brings years of experience in sustainability practices, working most recently with JP Morgan Asset Management ...

Elston expands institutional reach

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... institutional manager. During that time, she worked closely with a wide range of institutional investors, including sovereign wealth funds, pension funds, insurance groups, official institutions and family offices. Elston head of adviser services Mark ...

AMP appoints sales lead for North

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... outcomes, and realise the full potential of the North platform." Georges will report to Lisa Sorgini, general manager of wealth distribution.

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... consulting, fund manager research, and financial planning, Currie adds depth to Ascalon's capability in supporting Private Wealth, Institutional, and Family Office clients. Before his four years at Zenith as an investment consultant, Currie also ...