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Showing 1 - 10 of 14 results for "Hamilton Wealth"

Mason Stevens farewells managing director

MATTHEW WAI  |  MONDAY, 12 OCT 2026
... family offices and charities and foundations. The firm has since been awarded seven mandates, including the recent Hamilton Wealth Partners' appointment last month.

Hamilton Wealth mandates arcpoint OCIO

VINNY VUCAGO  |  MONDAY, 21 SEP 2026
Hamilton Wealth Partners has appointed arcpoint OCIO as its outsourced chief investment office as the specialist family wealth advisory firm seeks to strengthen its investment governance and support the needs of its growing client base. arcpoint founding ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... the three-year rollover window, and a near-universal default to companies for new structures from 2026 onwards." Hamilton Wealth Partners financial adviser and managing director Will Hamilton slammed the tax reforms. "The government does not have a mandate ...

Pinnacle backs investment platform

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... traditionally only available through personal advice. Its white label partners already include wealth management firms, Hamilton Wealth Partners, Wentworth Securities and Collins House Private Wealth and asset managers, SG Hiscock and Blackmore Capital. ...

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... to retail clients, launching four investment options for entry level investors who want to build their wealth. Hamilton Wealth Partners has launched HWP invest, available to investors with a minimum of $10,000. The four options of balanced, growth, high ...

Hamilton Wealth Partners co-founder leaves

KANIKA SOOD  |  FRIDAY, 30 APR 2021
Melbourne advice firm Hamilton Wealth Partners' co-founder and chief operating officer has left the business after eight years. Ian Gillies was also a partner and a financial adviser. He leaves as he heads into semi-retirement at the age of 64. His ...

FASEA adds adviser representative to board

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... been appointed to the FASEA board three months after the resignation of CountPlus chief executive Matthew Rowe. Hamilton Wealth managing director Will Hamilton has been appointed as a part-time director to the FASEA board, effective this week. Hamilton ...

Fee discounts harder for active ETFs

KANIKA SOOD  |  TUESDAY, 18 JUN 2019
... management as advisers with big books of client money choose to go the traditional way - through unlisted trusts. Hamilton Wealth Management, which advises on almost $500 million of client assets, says if an actively-managed fund that it currently uses ...

Wealth firm trims Aussie shares

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... Private Wealth executive has trimmed its allocations to Australian shares as it takes a bearish view on midcaps. Hamilton Wealth Management advises on about $500 million for high net worth clients. It took the decision to pull out 4% of this that was ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... that they don't like them - they're not using a different form of investment; they're just not investing." While Hamilton Wealth Management chief executive Will Hamilton uses managed accounts (both IMAs and SMAs) for a similar proportion of his clients ...
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