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Showing 81 - 90 of 1708 results for %22FS Private Wealth%22

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
... $2 billion funding shortfall leading into the 2032 Brisbane Olympic and Paralympic Games represents an opportunity for private investors. "There's a huge opportunity for sports tech to help create efficiencies, reduce risk, diversify revenues, and ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
TownsendCobain Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million. "What ...

Family offices feeling optimistic about 2024

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... counterparts. When it comes to portfolio construction and management, family offices favour alternative asset classes, with private equity and credit, real estate, and hedge funds making up almost half (46%) of portfolios. Private equity allocations ...

First Australians Capital appoints managing partner, receives $9m backing

CASSANDRA BALDINI  |  FRIDAY, 15 SEP 2023
... future expansion and development. Saulo, who commences the role effective immediately, will be responsible for facilitating private investment and capital into Indigenous businesses, as well as increasing impact within the Indigenous economy through ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
The asset consultant has signed its first private wealth firm, diversifying its client base further. Typically advising institutions, Frontier has added South Australia's Perks Private Wealth to its books, advising the firm's investment committee. In ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... life risk insurance, and workplace financial advice. The two practices are authorised representatives of Fortnum Private Wealth. Wise Planners founder and chief executive Gareth Hall founded the firm in November 2014. He will now take up the role of ...

Causeway PM, H&G form joint venture

CASSANDRA BALDINI  |  MONDAY, 11 SEP 2023
... managed and maintain a disciplined, rigorous investment approach, it added. Causeway is an established participant in the private debt space, with a particular focus on direct lending to middle-market corporates. Meanwhile, H&G actively invests in small ...

LGT seals abrdn wealth business deal

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... vision with an entrepreneurial approach. LGT's focus on high performance and sustainability appeals to high-net-worth private individuals, financial advisers and institutional clients in the UK and around the world," he said. The transaction's completion ...

IFM Investors appoints head of sustainable investment

CASSANDRA BALDINI  |  TUESDAY, 5 SEP 2023
... sustainable investment professionals who will work closely across its asset classes of infrastructure, debt, listed equities and private equity. "Maria joins IFM at a crucial moment in our industry's adoption of more sustainable investing processes ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... work towards achieving their financial goals. IMAP recently unveiled its 2023 Managed Account Awards winners. Perpetual Private took out the award for Licensee Managed Account, while Alvia Asset Partners took home the inaugural award for Boutique Licensee ...