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| | | ... Trustees has been selected as the responsible entity for the fund. Coller Capital head of Australia and New Zealand private wealth distribution David Hallifax said the asset class is gaining traction among its targeted investors. "Australian high-net-worth ... |
| | | | The Senate Economics Committee Inquiry into Wealth Management Companies (CSLR and Dixon Advisory) has been deferred from March 27 to July 28 - pushing back the inquiry by four months. Parliament returned this week, and the Senate approved the deferral ... |
| | | | The bidding war for Insignia Financial has notched up yet again after the wealth manager said it received another takeover offer - this time from global investment giant Brookfield Capital Partners. This marks the third party to enter the bidding war ... |
| | | | US President Donald Trump has signed an executive order calling for the creation of a sovereign wealth fund. The executive order directs US secretary of the treasury Scott Bessent, who was sworn in last week by Supreme Court Justice Brett Kavanaugh ... |
| | | | The Australian Wealth Advisors Group (AWAG) has become a major shareholder in Sequoia Financial Group. AWAG, which is also ASX-listed, has an 18.02% stake in Sequoia across more than 22.37 million securities. According to the 2024 annual report, Unrandom ... |
| | | | Westpac has appointed Paul Fowler to the role of chief executive, business and wealth, to take over the role from the acting chief executive mid-year. Westpac said Fowler is an exceptional leader in financial services and brings a career spanning more ... |
| | | | ... platform. FundBase co-founder Anna Nedbaylova said the new initiative aimed to democratise access to private markets, fostering wealth creation for the broader range of investors, and providing fund managers with access to additional capital. "Private ... |
| | | | ... Syfe's parent company Svava has already acquired 43.4 million SelfWealth shares, representing 18.8% of shares on issue. Wealth management platform Syfe is based in Singapore and operates in Australia and Hong Kong. It had about 250,000 users at the ... |
| | | | ... The Australian financial services firm, which has 15 advisers and 2500 clients nationwide, has partnered with Merchant Wealth Partners to support its growth. In a statement, Coastal Advice said the partnership will "unlock invaluable opportunities" for ... |
| | | | ... seriously the opportunity presented by our globally competitive funds management industry. Our internationally recognised wealth management expertise offers immense opportunities for export growth, which unlike solar panels or quantum computing, doesn't ... |
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