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Showing 71 - 80 of 615 results for "Wealth manager"

Australian Bond Exchange grows footprint with global partnership

MATTHEW WAI  |  MONDAY, 17 FEB 2025
Australian Bond Exchange (ABE) will partner with ViewTrade Australia to take its over-the-counter (OTC) offerings global. ViewTrade Australia is a subsidiary of ViewTrade Holding Corp, which provides brokerage, technology and financial solutions to ...

Saxo Australia to rebrand after global takeover

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
A global financial services and technology company has agreed to acquire a majority stake in Saxo Australia, expanding its offerings to the local market, flagging a brand revamp will be revealed after the completion of the transaction. Johannesburg-based ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... Mutual Trust, Mann led the Sydney office in funds under management and revenue. Prior to that, Mann was a private wealth manager at Morgans Financial, having earlier worked as a private client advisor at Bell Potter Securities, with previous roles also ...

VanEck beefs up Sydney office

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
VanEck has bolstered its Australian team with new investment, capital markets and client coverage specialists as it gears up for a record year in exchange-traded funds. Anna Wu has been appointed senior associate specialising in multi-asset investment ...

Insignia Financial receives bid from Brookfield

ELIZA BAVIN  |  WEDNESDAY, 5 FEB 2025
The bidding war for Insignia Financial has notched up yet again after the wealth manager said it received another takeover offer - this time from global investment giant Brookfield Capital Partners. This marks the third party to enter the bidding war ...

K2 appoints chief executive, wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 JAN 2025
K2 Asset Management has named a new chief executive and won a $242 million mandate from an unnamed wealth manager. Hollie Wight has been promoted to chief executive after serving as managing director and head of responsible entity (RE) and trustee services ...

Bain Capital improves Insignia Financial bid

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... Income business saw inflows, they were partially offset by the loss of a mandate - a large European institutional wealth manager - in the Intermede business. Further, the MLC Reinsurance Investment Fund was launched during the quarter, attracting an ...

CC Capital outbids Bain again, increases Insignia offer

JAMIE WILLIAMSON  |  FRIDAY, 17 JAN 2025
... Insignia Financial, Morningstar analysts described the offer as "relatively attractive" and said it vindicated the wealth manager's improved fundamentals. Morningstar analyst Shaun Ler said at the time that the proposal also vindicated the research house's ...

Local private wealth manager appoints new chief

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
Stellan Capital, a national private wealth management firm, has appointed a new chief executive. Jim DeCarlo has stepped into the role at the firm, which specialises in strategic financial planning, bespoke portfolio management, and family office services. ...

Insignia denies yet another takeover bid

ELIZA BAVIN  |  FRIDAY, 10 JAN 2025
... a $2.9 billion takeover offer late last year. On 18 December 2024, Insignia rejected Bain's offer with the wealth manager saying the board believed the proposed transaction didn't adequately represent fair value to its shareholders. Kicking off ...