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| | | Hewison Private Wealth managing director Andrew Hewison has announced he will be wrapping up his 25-year tenure towards the end of the year following Pemba Capital Partners' investment in the Melbourne-based business last week. Announcing his upcoming ... |
| | | | ... over 500 advisers across a nation-wide network of privately-owned practices, operating as authorised representatives under Wealth Today, Sentry Advice, Synchron Advice, and Millennium3 subsidiaries. Cullen added WT Financial expects demand for flexible ... |
| | | | ... Australia. He began as an actuarial specialist on pensions and researcher at Jacques Malan Consultants & Actuaries and The Wealth Corporation, respectively, in Cape Town, before taking on the role of actuarial analyst at Iress in Sydney in 2012. He progressed ... |
| | | | ... platform business. She was most recently the head of managed accounts for nearly three years at the company, and the head of wealth platform risk governance for two years before that. Prior to joining Macquarie, she held senior positions at Westpac ... |
| | | | ... owned Australian equities fund manager, following a strategic review of the business. Australian Unity chief executive, wealth and capital markets, Balaji Gopal said the business undertook a detailed strategic review which considered a variety of different ... |
| | | | ... the first-ever Islamic pension product, alongside a new super offering, advancing its commitment to offer comprehensive wealth services tailored for the Muslim community in Australia. Hejaz chief executive Hakan Ozyon wrote to members, stressing the ... |
| | | | The Brisbane-based wealth and superannuation business has appointed a new chief executive, as former boss Terry Constable landed a new role at Infocus after almost three years at the helm. Julie Hamilton has taken on the role of chief executive, joining ... |
| | | | Iress is building a structured pathway for technology providers to connect with Xplan, its financial planning and wealth management software, helping ease administrative burden on advisers. Iress said the refreshed model moves away from open integration ... |
| | | | ... investable menu or your choice there, so you can't reflect those views," Yap says. "As people start to accumulate broader wealth, many start to say, 'Well, maybe I want to go to a self-managed super fund (SMSF), or I want to go to an advice practice ... |
| | | | I Squared Capital is expanding its global private wealth business into Australia with the launch of the evergreen ISQ OpenInfra AUT Fund. The global infrastructure investment manager with $85 billion in assets under management has also appointed Linda ... |
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