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Showing 1 - 10 of 177 results for "Ord Minnet"

Focus Partners Australia appoints head of wealth advisory

RIDDHIMA TALWANI  |  THURSDAY, 9 JUL 2026
Focus Partners Australia has appointed a head of wealth advisory, hiring from Ord Minnett. David Lane will take on the role with Focus Partners saying the appointment comes as demand continues to grow for advice that brings together wealth management ...

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice. Prior to the announcement, PictureWealth Group was ...

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
Clime Investment Management is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. The cash transaction is subject to platform consent, due diligence and completed documentation. ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
Morningstar Investment Management's chief investment officer for Asia Pacific will shortly leave the post to pursue other opportunities. Matt Wacher was appointed to the role in 2019 and will finish up in late May. Wacher is also the chair of Morningstar's ...

Financial services' gender pay gap improves at 21.4%

KARREN VERGARA  |  TUESDAY, 3 MAR 2026
The financial services sector has again improved its gender pay gap to reach 21.4%, the latest Workplace Gender Equality Agency (WGEA) study finds. Albeit a marginal improvement from last year's 22.2%, the gender pay gap for the sector still rides ...

Challenger results a 'headline miss'

ELIZA BAVIN  |  TUESDAY, 17 FEB 2026
Challenger reported a statutory net profit after tax (NPAT) of $339 million, a massive 369% increase, in the first half of 2026. Normalised NPAT came increased 2% to $229 million and assets under management increased 3% to $128 billion. Despite the ...

Ord Minnett creates national practice manager role

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
Ord Minnett has created a new national practice manager role, appointing Scott Weaver as it looks to better support advisers as the business grows. Weaver will work with associate and private wealth advisers across Ord Minnett's 15 offices. His ...

New Challenger IM notes seek to raise $350m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
Challenger Investment Management will launch a floating rate note on the ASX in a bid to raise $350 million that will be invested in private credit strategies. Challenger IM LiFTS 1 Notes, which will list under the ticker code CIMHA, offer a fixed term ...

Aware Super tops up direct equities team

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
Aware Super's direct equities portfolio has received a boost with three new appointments - one promotion and two new hires. Keen to add another senior investment analyst to the team, Sachin Nair has been elevated to that position. Covering tech ...

Ord Minnett nabs UBS operating chief

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
Australian stockbroker Ord Minnett has appointed Simon Beavis chief operating officer, replacing Philip Chu who is retiring after 15 years with the firm. As operating chief Beavis will ensure the ongoing smooth operations of the Ord Minnett group. Beavis ...
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