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Showing 71 - 80 of 9250 results for "wealth"

Perpetual to overhaul J O Hambro

KARREN VERGARA  |  WEDNESDAY, 6 MAY 2026
... Perpetual aims to roll out "disciplined cost management practices that support operating leverage." Should the sale of the wealth management business to Bain Capital finalise before the end of 2026, the group will comprise two units - asset management ...

Openmarkets makes private wealth play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAY 2026
Openmarkets is expanding into private wealth, with plans to attract 50 financial advisers over the next three years. Openmarkets' private wealth advisory has onboarded several new advisers across Australia in the past 12 months as part of a strategic ...

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
... management arrangements rather than traditional retail advice structures. "The business will continue to trade as Clime Private Wealth and approximately 20 staff will relocate to our Angel Place Pitt Street Office over the next six weeks. Clime continues ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
Since completing its first-ever deal over a decade ago, AZ NGA has completed more than 200 transactions but each of them carries the same purpose to scaling the advice platform, which isn't a "scattergun" approach, AZ NGA group chief executive Paul ...

Australia's economic growth lays far beyond capitals

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
... different opportunities and characteristics for future growth. Speaking to Financial Standard, Wingate Group co-head of private wealth Joel Rosen explained the current dynamics between different locations across the nation. Although Sydney and Melbourne ...

Rainmaker Information hires from APRA

STAFF WRITER  |  THURSDAY, 30 APR 2026
... with the team to deliver research, insights and strategic perspectives. "Rainmaker sits at a unique intersection in the wealth management landscape with coverage including superannuation, investment management, platforms, managed accounts, model portfolios ...

Insignia Financial delists from ASX

ELIZA BAVIN  |  WEDNESDAY, 29 APR 2026
... acquired by CC Capital. "We are pleased to complete the acquisition of Insignia, one of Australia's most established wealth management companies, and to assist Australians in building a secure retirement," CC Capital senior managing director Chinh ...

Canada launches first sovereign wealth fund

JAMIE WILLIAMSON  |  WEDNESDAY, 29 APR 2026
... product. Canadian Prime Minister Mark Carney announced the launch of the Canada Strong Fund, the nation's first sovereign wealth fund, which will strategically invest alongside the private sector to boost Canada's economy. The government will commit ...

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
UBS Global Wealth Management (UBS GWM) has been awarded an investment adviser mandate by the Peter MacCallum Cancer Foundation for the third time running. Peter MacCallum Cancer Foundation chief executive Craig Connelly said the long-standing partnership ...

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI  |  TUESDAY, 28 APR 2026
... and specialist focus just on private assets. "We're bringing institutional grade resources and competencies to the wealth channel because at the moment I think it exists in a very limited way," Ryan said. Financial Standard reported last year on ...