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Showing 71 - 80 of 1026 results for "Private Wealth"

Regal Partners makes two senior hires

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... investor relations teams, which saw senior distribution executive Camelia Seric take on an expanded role as head of private wealth distribution for Regal Partners. Seric previously served as head of distribution at Merrick Capital, which Regal Partners ...

Feature: Group insurance | Cold comfort

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... fast-track this by running insurer and trustee processes in parallel where possible. In his experience, Integro Private Wealth director Tim Sullivan says the typical timeframe for processing death benefit claims ranges from two to eight weeks, depending ...

Regal Partners revamp sees promotion

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... Camelia Seric, who was head of distribution wealth management at Merricks Capital, is now leading Regal's broader private wealth distribution team in her role as head of private wealth distribution. The ASX-listed specialist alternative investment ...

Integro appoints head of advice and growth

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
Integro Private Wealth has appointed Glen Mesch as head of advice and growth, as it scales its national presence by accelerating growth on the east coast. In the role, Mesch will head the expansion of Integro's professional partner network across the ...

NAB announces Private Wealth, nabtrade hires

ELIZA BAVIN  |  TUESDAY, 14 OCT 2025
Well-known Commonwealth Bank (CBA) market commentator Tom Piotrowski has jumped ship to join NAB Private Wealth and nabtrade. In his new role as nabtrade head of market insights, Piotrowski will spearhead NAB Private Wealth and nabtrade's financial ...

MSCI launches global framework for private assets

ANGELIQUE MINAS  |  FRIDAY, 10 OCT 2025
... framework's launch comes at a time where private assets are rapidly growing through institutional allocations and private wealth inflow. Flemmer said: "Private markets are at an inflection point, with increasing prominence in the global financial ecosystem." ...

JPMAM launches ETF models with Vanguard

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... our longstanding adviser base, these models also enable us to thoughtfully extend our reach into the broker and private wealth segment-providing a compelling blend of active and passive strategies."

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 ...