Search Results | Showing 71 - 80 of 696 results for %22Partners Wealth Group%22 |
| | ... ensure that risks and credit quality are thoroughly assessed to safeguard investor funds," EG said. EG head of private wealth Rodney Walk said after extensive consultation, the group is confident that Msquared Capital is the right cultural fit for a ... |
| | | ... sector, logistics, and special situations, including credit strategies and distressed opportunities. It aims to offer private wealth investors unparalleled access into tailored, institutional grade real estate investments. Financial particulars of the ... |
| | | ... Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174), and Infocus Securities (172) make up the top 10 non-aligned licensees. Insignia continues to be the largest financial ... |
| | | ... fingertips". Peter Worn, joint managing director of Finura Group, told Financial Standard that advisers should approach tech partners thoughtfully, "rather than going all in on an ambitious technology project". "Go in eyes wide open and consider potentially ... |
| | | ... from Aussie equities and fixed income of $0.7 billion. Perpetual said these mainly came from one intermediary client. The wealth management business' total funds under advice now sit at $18.4 billion, up 3% on December. In Q3 it saw net inflows of $0.1 ... |
| | | ... account-based pensions. The Pathfinder retirement platform aims to provide super funds and their members with a total picture of wealth supporting the retirement planning, income, and advice experience. Link Group chief executive retirement and superannuation ... |
| | | Financial advice group FYG Planners has joined forces with Asendium to provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to ... |
| | | ... experience to further advance how we help out clients and continue to strengthen our relationships with superannuation funds, partners and insurers in this market." Link Group chief executive of retirement and superannuation solutions Dee McGrath said ... |
| | | ... change of ownership, leaving it in a suspended state. In 2021, FNZ Group completed the sale of GBST to Anchorage Capital Partners, which focused on GBST's wealth management division and technology platform. Meanwhile, FNZ reacquired GBST's capital ... |
| | | ... Thomas to lead the office as principal, investor relations. He's been with the firm since November, having joined from Partners Group Australia where he managed distribution of its private markets strategies to private wealth, family office, and wholesale ... |
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