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

Search Results

Showing 61 - 70 of 1009 results for "Private wealth"

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... incentives "to create a path toward client ownership" and introduced employee share vesting programs. Clime's private wealth businesses are Clime Private Wealth, MTIS Wealth Management and Investment Strategists Accounting Services. Infocus continues ...

Ironbark snaps up trio of hires to supercharge wholesale team

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... wholesale distribution strategy while deepening relationships with dealer groups, independent financial advisers, private wealth firms, family offices, research houses, platforms, and consultants. She brings over 20 years of industry experience, including ...

Ex-Qantas Super private markets lead lands new gig

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... appointed former Deutsche Bank investment professional Stefanie Holtze-Jen as deputy chief investment officer of private wealth last month. Holtze-Jen previously served as investment chief for Deutsche's private banking arm in Singapore. She brings ...

S64, Vista Equity Partners roll out unit trust

KARREN VERGARA  |  WEDNESDAY, 24 SEP 2025
... opportunities from Australia's wealth managers and financial intermediaries." Dan Parant, the global head of private wealth solutions at Vista Equity Partners, said VistaOne provides a streamlined and efficient evergreen solution for investors seeking ...

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
... has rebranded to LGT Wealth Management Australia. This firm said the move marks its ambition to lead the nation's private wealth sector and cement its alignment with LGT's global reputation. LGT said for clients, the rebrand reinforces the ability to ...

UniSuper appoints chief advice officer

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
... said. He brings more than 20 years of experience to the role; he joined the super fund from Melbourne-based Arrow Private Wealth three years ago, where he was the chief executive. Prior to that, Gregory held executive titles at various financial institutions ...

FEATURE: Problem detected

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
... outages or cybersecurity incidents." That sentiment extends across the entire financial services industry, as Viola Private Wealth chief executive Sean Ward argues that if one fails to uphold the standard, it will affect the entire sector. He also notes ...

Family offices up equities, dial down alternatives: Goldman Sachs

KARREN VERGARA  |  FRIDAY, 12 SEP 2025
... of US equities and diversifying into alternatives. Commenting on the findings, Goldman Sachs co-head of global private wealth management Meena Flynn said family offices have shown extraordinary consistency in their investment approach despite expressing ...

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
AZ Next Generation Advisory (AZ NGA) has partnered with MiQ Private Wealth to provide succession solutions for its retiring partners, while funding the group's future expansion plans. Established in 2015, the Queensland-based MiQ has over 50 employees ...

Partners Group launches royalties fund for local investors

RIDDHIMA TALWANI  |  FRIDAY, 12 SEP 2025
... asset classes, providing diversification benefits, and offers an inflation hedge," said Jonathan Abraham, head of private wealth Australia at the private equity firm. Partners Group has been an active investor in royalties, making 15 investments in the ...