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Showing 1 - 10 of 1404 results for "Goals"

Partners Wealth Group appoints new head of Partners Private

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... investment solutions is an exciting one, and I look forward to working with the team to help our clients achieve their financial goals," Herd said. Since launching in December 2021, Partners Private has provided more than 40 wholesale investment opportunities ...

Capital Group promotes for key distribution role

JAMIE WILLIAMSON  |  MONDAY, 17 FEB 2025
... instrumental in leading our well-regarded team as they continue to help our clients in Australia meet their long-term financial goals and support them with value-added services beyond investing." For his part, Brown said: "I am delighted to take on this ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... distribution landscape will be invaluable as we continue to deliver tailored solutions to meet the needs and investment goals of these clients," Carlile said "Her recent focus on alternative and private market investments makes her a valuable addition ...

HMC Capital bolsters insto team

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... institutional investor base and explore new opportunities. Claire's leadership and vision align perfectly with our strategic goals, and we look forward to achieving great success together." Van Schaik commented on her new role: "I am truly excited ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... investment management, ensuring that every investor can access sophisticated portfolios aligned with achieving their individual goals," he said. Briefcase provides customisable portfolios of direct shares that reflect the characteristics of the index. ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... and CommSec. Mann will collaborate closely with families on defining their wealth's purpose, addressing intergenerational goals, and creating a legacy, according to a statement from Viola. "His approach includes working with external advisers across ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... and what their income might look like in retirement. AMP Super members will be able to personalise their retirement income goals and compare it to benchmarks, including the Age Pension and ASFA's Retirement Standard. They can also receive a Retirement ...

Trump orders creation of US sovereign wealth fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
... as mechanisms to amplify the financial return to a nation's assets and leverage those returns for strategic benefit and goals," according to the statement. It said the US could leverage such returns to promote fiscal sustainability, lessen the burden ...

HNW advisers flock to private markets

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
... innovative funds, accessible via PDS and on wrap platforms, offer a perpetual investment horizon that aligns with long-term goals and provides efficient access to this traditionally exclusive asset class." The study also found advisers are accumulating ...

Rest appoints first-ever chief of staff

ANDREW MCKEAN  |  FRIDAY, 24 JAN 2025
... around two million members said the appointee, Gideon Lipman, will help the fund "maintain the momentum towards its strategic goals." Lipman will "work closely" with chief executive Vicki Doyle and the Rest executive team, which includes, chief people ...
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