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Showing 61 - 70 of 615 results for "Wealth manager"

RainmakerLive rebrands to Rainmaker MarketPro

STAFF WRITER  |  TUESDAY, 1 APR 2025
Rainmaker Information has rebranded the RainmakerLive terminal to Rainmaker MarketPro and introduced several key product updates. "Rainmaker MarketPro is the only local source of data and insights for wealth managers that is backed by global technology ...

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
EQT, the Swedish buyout firm, has snapped up GQG Partners' long-serving distribution lead. Daniel Bullock - who worked at GQG for six years - has been appointed EQT's head of private wealth in Australia. Under his leadership, GQG's distribution ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
JANA Investment Advisors has welcomed a new senior investment consultant to bolster its wealth business. The consultant said David Wilson's appointment reflects the increasing demand for sophisticated investment solutions in the wealth sector. As ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
Australian wealthtech platform HeirWealth - launched in May last year - has announced a new partnership with HTL Private Office, expanding its offering to advisers and high-net-worth (HNW) clients. HeirWealth provides asset analysis spanning 40 different ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... Frank Hegerty said it's encouraging to see many established wealth management professionals view the firm as a wealth manager of choice, adding that Ords looks forward to welcoming more through its doors. Hegerty told Financial Standard that the ...

Japanese asset manager enters Australian market

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... fund managers from across the globe and represents them in the institutional, family office, private bank, and wealth manager investor segments.

Bain, CC Capital up Insignia bids

ELIZA BAVIN  |  FRIDAY, 7 MAR 2025
... from CC Capital Partners and Bain Capital. The bids were both increased to $5 cash per Insignia share, valuing the wealth manager at $3.35 billion, and an 8.7% increase from the previous $4.60 per share offers. The Insignia board said the bids are attractive ...

Insignia Financial takes $53.5m profit hit

ELIZA BAVIN  |  TUESDAY, 4 MAR 2025
... recognised the derivative financial liability of $37.7 million in relation to the ARA as at 31 December 2024. The wealth manager confirmed the remaining $15.8 million fair value adjustment will be recognised in Insignia's second half results. Both the ...

Insignia Financial improves losses amid takeover

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
... 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 to lodge ...

Perpetual receives fresh KKR bid

ELIZA BAVIN  |  MONDAY, 17 FEB 2025
... the previous offer not in the best interests of shareholders in December 2024. An independent expert informed the wealth manager that the risk and magnitude of increased potential tax liabilities, if the transaction were to be implemented, meant that ...