Search Results | Showing 61 - 70 of 3591 results for "FAM" |
| | | MST Financial has broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research. MST Investment Solutions, the portfolio advisory and implementation ... |
| | | | KKR has provided Ampol with $400 million in funding through a subordinated notes facility, to help the energy retailer with its refinancing initiatives. The transaction was supported by KKR's private credit and insurance platforms. KKR partner and ... |
| | | | HeirWealth has launched a Model Context Protocol (MCP) server allowing financial advisers, accountants and family offices to query consolidated client wealth data through artificial intelligence assistants such as ChatGPT and Claude. The Australian ... |
| | | | MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb. Based in Melbourne, Greg Wilkinson has joined as head of investment management while ... |
| | | | Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence. Launched earlier this year, the private wealth firm will utilise Zenith's investment research service, which includes comprehensive ... |
| | | | Mancell Financial Group (MFG) founder Peter Mancell has retired as a financial adviser after 46 years, selling the business he built to pave the way for a $1 billion wealth management firm in Tasmania. Mancell officially stepped away as an adviser and ... |
| | | | Recently launched arcpoint OCIO has won three mandates including securing wealth manager and family office Larapinta Private, a new venture set up by a former Koda Capital partner. Founded by Troy Armstrong, Larapinta Private caters to Australia's ... |
| | | | Mosaic Private, the private credit fund manager backed by Flight Centre Travel Group co-founder Geoff Harris' family office, has named its chief investment officer, joining from Centuria Bass Credit. Johnny Woodhouse has joined the business, bringing ... |
| | | | Australia's club of millionaires jumped by 25,000 last year thanks to booming property values and fat superannuation balances, according to the latest UBS Global Wealth Report. The number of Australian millionaires increased by 1.6% over the year ... |
| | | | ... agreements announced earlier this year. The acquisitions were completed through wholly owned subsidiary Financial Advice Matters (FAM). Centrepoint paid total consideration of $2.9 million for the business, slightly below the agreed purchase price of ... |
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