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Showing 951 - 960 of 9270 results for "wealth"

GSFM hires retail business head

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
... Munro Partners. Williams spent the last three years at Warakirri as the distribution director for APAC and head of private wealth. He previously led wholesale and retail distribution at UBS Asset Management and worked in senior roles at Lazard Asset ...

Best and worst performing ETFs revealed

ELIZA BAVIN  |  MONDAY, 14 OCT 2024
... InvestSMART chief executive Ron Hodge said. "InvestSMART's own data shows that 56% of people consider investing in ETFs for wealth creation purposes. With more investors turning to ETFs to diversify their asset allocation, we are seeing the beginning ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
One of the country's oldest wealth management groups has promoted three staffers to partner. Mutual Trust - the Myer and Baillieu family office - said the promotions reflect the increasing number of ultra-high-net-worth families and individuals ...

Profile Financial Services chief resigns

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... to Lena's hard work in moving Profile towards an ambitious vision. Lena's reputation, built over 25 years in the wealth advice industry, and her impact here speaks volumes. While we will miss her leadership, we are excited for what lies ahead ...

Investment Trends names sales lead

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... Broker and Bell Potter Online, which he was appointed to in mid-2019. Sparks was previously national manager of broking and wealth management at Vanguard Australia, a role he held for almost six years. Prior to Vanguard, he was at iShares Australia where ...

ASX listings dwindle as companies abandon public markets

ANDREW MCKEAN  |  FRIDAY, 11 OCT 2024
... of modern investment strategies, not only for portfolio diversification but also as a driver of sustainable, long-term wealth creation. "With fewer public companies to choose from, investors can no longer rely solely on public markets for growth. By ...

Coller Capital opens PE secondaries fund to Aussie investors

MATTHEW WAI  |  FRIDAY, 11 OCT 2024
Coller Capital has launched the Coller Private Equity Secondaries Fund to Australian private wealth investors. The firm said it is its first dedicated evergreen fund in Australia. The launch also follows an evergreen offering in private infrastructure ...

European private equity strategy launches down under

KARREN VERGARA  |  THURSDAY, 10 OCT 2024
... years, ending in mid-2022. Hallifax had a stint in leading S64 Capital before he moved to Coller Capital's private wealth distribution unit for the region in May. Stovold was the director of sales at Legg Mason between March 2017 and February 2022 ...

Netwealth FUA soars, names new chief financial officer

ELIZA BAVIN  |  THURSDAY, 10 OCT 2024
... for many Australians who often do not know where to begin their journey. "As part of the intergenerational transfer of wealth across Australia more than $3.5 trillion will change hands over the next 20 years. It is important to us to enable our adviser ...

Hamilton Lane debuts private markets infra fund

JAMIE WILLIAMSON  |  THURSDAY, 10 OCT 2024
... platform by offering unique access and expertise across infrastructure sectors, asset types and geographies to private wealth and institutional investors around the world." Hamilton Lane launched its evergreen platform in 2019 and now has five funds ...