Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 1026 results for "Private Wealth"

NAB Private Wealth, JBWere names CIO

KARREN VERGARA  |  TUESDAY, 9 DEC 2025
The former deputy chief investment officer of Cbus will lead NAB Private Wealth and its subsidiary JBWere as investments chief in 2026. Alexandra Campbell is the new chief investment officer for NAB Private Wealth and JBWere. The parent company has ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
... Western Australia-based Geographe Financial Group, and a strategic partnership with Queensland advice firm MiQ Private Wealth. The accelerated growth comes after Los Angeles-based Oaktree Capital Management became a major shareholder of AZ NGA last year ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... demonstrate value - lower-value offerings will be rationalised appropriately in line with this approach." The group's private wealth businesses are Clime Private Wealth, MTIS Wealth Management and Investment Strategists Accounting Services. CPW and ...

Talent crunch lifts base salaries for advisers: Kaizen

RIDDHIMA TALWANI  |  THURSDAY, 20 NOV 2025
... structures, and equity participation," the report said. Thompson noted that it has been particularly challenging for private wealth managers and public practice advice firms to hire because of non-compete clauses and client ownership issues. "In contrast ...

Bell Financial Group names inaugural investments chief

KARREN VERGARA  |  FRIDAY, 7 NOV 2025
... overseeing portfolio construction and management across multiple asset classes "will be of significant benefit to our private wealth clients as we move towards more holistic portfolio advice." "The creation of this role is another important piece in ...

Top Regal Partners exec departs

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025
... marketing and investor relations team across the business. The restructuring saw Camelia Seric appointed head of private wealth distribution. Seric was promoted from distribution lead at Merricks Capital, which was bought by Regal Partners a year ago ...

AZ NGA expands in South Australia

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... planning services to individuals and small-to-medium-sized enterprises. It has six partners and 70 employees. MiQ Private Wealth recently joined AZ NGA's stable as the latter expands its presence through its seven office locations, including Geraldton ...

Financial Standard managing editor wins Journalist of the Year Award

STAFF WRITER  |  TUESDAY, 4 NOV 2025
Financial Standard managing editor Jamie Williamson has won the Australian Financial Industry Awards' Industry Journalist of the Year Award. The annual awards hosted by the Institute of Financial Professionals Australia (IFPA) recognised Williamson ...

State Street Investment Management invests in Coller Capital

KARREN VERGARA  |  TUESDAY, 4 NOV 2025
... billion. Alexander Ordon joined Coller Capital in March as a director for Australia and New Zealand to support the private wealth secondaries solutions business. He spent six years at L1 Capital as an investment specialist and before that had a stint ...

EC Pohl expands presence in UK with acquisition

ELIZA BAVIN  |  MONDAY, 3 NOV 2025
... managed, share portfolio services are provided to sophisticated investors by its wholly owned subsidiary EC Pohl & Co Private Wealth. Its other associate, ECP Asset Management, offers investment management services to large institutional investors in ...