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Showing 81 - 90 of 340 results for BT WEALTH CONNECT

Sydney HNWI drops $24m on EG building

CHLOE WALKER  |  THURSDAY, 15 FEB 2024
... launched a joint venture with private debt investment company Msquared Capital (Msquared). According to EG head of private wealth Rodney Walt, the partnership aims to deliver great returns for investors through debt products that provide 'equity-like' ...

Finnfund names chief investment officer

CHLOE WALKER  |  WEDNESDAY, 17 JAN 2024
... sustainability and impact investments," she said. "Finnfund is a highly respected development financier in emerging markets with a wealth of relevant sector expertise, e.g., in digital infrastructure and forestry, enabling us to make impactful, commercially ...

JBWere appoints philanthropic services head

CHLOE WALKER  |  WEDNESDAY, 17 JAN 2024
Jayde Ward joins the private wealth management company as its new director of philanthropic services, bringing over 13 years of experience in governance and strategic advice. In her new role, Ward will work alongside JBWere director, philanthropic services ...

BlackRock appoints new head of APAC

ANDREW MCKEAN  |  MONDAY, 15 JAN 2024
... its new head of Asia Pacific (APAC), tasked with overseeing business, client, investment, and operational platforms for wealth and institutional investors. Chan succeeds Rachel Lord, who relocates to London and takes on the role of head of international. ...

ASX selected to develop local carbon exchange

RACHEL ALEMBAKIS  |  FRIDAY, 12 JAN 2024
... Meanwhile, the CER has selected Trovio Group to develop and deliver a unit and certificate register. "Trovio Group brings a wealth of experience delivering advanced technology architecture," CER executive general manager Mark Williamson said. "Its proposal ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... rather than strengthen the advice proposition in the eyes of these clients," it said. Commenting on the report, Arrive Wealth Management director Brett Roberts said: "With wealth comes complexity, what sets us apart is how we use strategy and structures ...

Billionaires of all ages watching AI: Research

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... worried about different risks than multigenerational billionaires," the report said. The report found 66% of first-generation wealth creators were concerned about a potential US recession and 62% about geopolitical tensions. Among the successors, though ...

Regal Partners nabs Charlie Aitken

ELIZABETH FRY  |  FRIDAY, 3 NOV 2023
... alternatives specialist has also recruited Joseph Tobias from JP Morgan Asset Management as investment director of private wealth. Tobias joined JP Morgan as a key account manager in 2015. Before that, he was a regional manager at Zurich Financial Services ...

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
... firm Clayton, Dubilier and Rice for more than US$7 billion. In addition to MEDIQ, Focus owns Escala Partners and MISSO Wealth Management. Meanwhile, its subsidiary Connectus also owns several local firms, including Aspiri Financial Services Group, Brady ...

AAT overturns ASIC ban on investment guru

CASSANDRA BALDINI  |  FRIDAY, 20 OCT 2023
... after ASIC found she was claiming to hold AFS and credit licences that she did not. The licence for her company Master Wealth Control, which traded as DG Institute, was cancelled in 2021 on the basis that the business had not engaged in credit activity ...