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Showing 81 - 90 of 1026 results for "Private Wealth"

S64, Vista Equity Partners roll out unit trust

KARREN VERGARA  |  WEDNESDAY, 24 SEP 2025
... opportunities from Australia's wealth managers and financial intermediaries." Dan Parant, the global head of private wealth solutions at Vista Equity Partners, said VistaOne provides a streamlined and efficient evergreen solution for investors seeking ...

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
... has rebranded to LGT Wealth Management Australia. This firm said the move marks its ambition to lead the nation's private wealth sector and cement its alignment with LGT's global reputation. LGT said for clients, the rebrand reinforces the ability to ...

UniSuper appoints chief advice officer

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
... said. He brings more than 20 years of experience to the role; he joined the super fund from Melbourne-based Arrow Private Wealth three years ago, where he was the chief executive. Prior to that, Gregory held executive titles at various financial institutions ...

FEATURE: Problem detected

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
... outages or cybersecurity incidents." That sentiment extends across the entire financial services industry, as Viola Private Wealth chief executive Sean Ward argues that if one fails to uphold the standard, it will affect the entire sector. He also notes ...

Family offices up equities, dial down alternatives: Goldman Sachs

KARREN VERGARA  |  FRIDAY, 12 SEP 2025
... of US equities and diversifying into alternatives. Commenting on the findings, Goldman Sachs co-head of global private wealth management Meena Flynn said family offices have shown extraordinary consistency in their investment approach despite expressing ...

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
AZ Next Generation Advisory (AZ NGA) has partnered with MiQ Private Wealth to provide succession solutions for its retiring partners, while funding the group's future expansion plans. Established in 2015, the Queensland-based MiQ has over 50 employees ...

Partners Group launches royalties fund for local investors

RIDDHIMA TALWANI  |  FRIDAY, 12 SEP 2025
... asset classes, providing diversification benefits, and offers an inflation hedge," said Jonathan Abraham, head of private wealth Australia at the private equity firm. Partners Group has been an active investor in royalties, making 15 investments in the ...

Salary report shows 23% pay gap for top BDMs

MICHELLE BALTAZAR  |  THURSDAY, 11 SEP 2025
... private equity funds". "Private credit is booming in wholesale, targeting family offices, HNW/UHNW investors and private wealth managers," the Kaizen report stated. By contrast, openings in institutional distribution have slowed due to fund mergers and ...

Natixis IM adds distribution leads

KARREN VERGARA  |  WEDNESDAY, 10 SEP 2025
Natixis Investment Managers has added two distribution leads who will respectively focus on institutional and private wealth clients. James Damicoucas joined as director of institutional sales this month. Based in Melbourne, Damicoucas was most recently ...

Clime investments chief resigns

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... Gross revenue of $13.4 million grew from $11.8 million year on year where most of the growth was driven by the private wealth and corporate advisory unit. Clime managing director Michael Baragwanath attributed part of the turnaround to offloading Madison ...