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Showing 751 - 760 of 9268 results for "wealth"

Insignia Financial improves losses amid takeover

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
... advice and guidance." The results come as Insignia Financial fields several takeover offers. According to reports, the wealth manager has given Bain Capital, CC Capital Partners, and Brookfield Asset Management's UK business until the end of the month ...

HUB24 engulfs ClearView's remaining superannuation business

KARREN VERGARA  |  WEDNESDAY, 19 FEB 2025
... WealthFoundations' trustee, Equity Trustees Superannuation, told members that the move was part of ClearView's exit from wealth management and the wind up of the ClearView Retirement Plan. The SFT is expected to occur on or around March 1. According ...

Future Generation appoints chief investment officer

ANDREW MCKEAN  |  TUESDAY, 18 FEB 2025
... chief investment officer from Perpetual. The philanthropic investment group has appointed former Perpetual head of private wealth Lee Hopperton. Hopperton will advise Future Generation's Investment Committees, responsible for fund manager selection ...

Our results were strong: Alexis George

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... company's 2024 financial year results were strong, despite its share price being caned since the announcement. George said that wealth business flows, excluding its bank, have continued to improve quarter on quarter, as reflected in the results. ...

Partners Wealth Group appoints new head of Partners Private

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
Partners Wealth Group has appointed a new head of its wholesale investments business, Partners Private. The wealth management firm named Fraser Herd to oversee the development and expansion of its private investment opportunities for clients and partner ...

Perpetual receives fresh KKR bid

ELIZA BAVIN  |  MONDAY, 17 FEB 2025
Perpetual confirmed it has received a fresh bid from KKR for the acquisition of its wealth management and corporate trustees businesses, after the deal sat on the backburner for two months. Perpetual said it was considering the revised offer, but did ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... executive general manager, customer, effective March. In his new role, Webb will lead Iress' customer-facing teams for the Wealth APAC division, with responsibility for dealing with current customers and meeting the increasing demand for advice technologies ...

Australian Bond Exchange grows footprint with global partnership

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... fixed-income markets," McCosker said. "Through ViewTrade's network, we look forward to increased engagement from global wealth managers and institutional investors." ViewTrade Australia chief executive Nigel Singh believes the partnership will enhance ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... this balance - running a tight ship on governance without losing sight of the client - Centaur has appointed former GPS Wealth head Tara Ross as chief operations officer. GPS Wealth, an AFSL with around 120 advisers and a niche for helping those that ...

AMP profit dives as advice business sale bites

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... underlying NPAT, however, climbed 15.1% to $236 million, which the firm said reflected strong net cashflow momentum in the wealth business. Its platforms business posted an 18.9% rise in underlying NPAT to $107 million, while its superannuation and investments ...