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Showing 1 - 10 of 176 results for "Ord-Minnett"

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
... Limited, Akumin Financial Planning, Alliance Wealth and Picture Wealth. Count Financial, Lifespan Financial Planning and Ord Minnett round up the top eight.

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
... Elsewhere, he served as manager of investor services at Leveraged Equities and was a team leader of cash operations at Ord Minnett. In the last few months, Clime also restructured its investment in James Street Wealth, with its 30% ownership transferred ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... held several senior investment roles for firms such as Russell Investments, Qantas Superannuation, CMC Markets and Ord Minnett. At Russell Investments, Wacher was the regional director of indexes or Australia and New Zealand. At CMC Markets based in ...

Financial services' gender pay gap improves at 21.4%

KARREN VERGARA  |  TUESDAY, 3 MAR 2026
... gap between 30% and 50% include BlackRock, Perpetual, Centuria, Viridian Financial Group, Magellan Asset Management, Ord Minnett and Merrill Lynch. Those with the lowest gender pay gaps of 11% or less include Active Super, TelstraSuper, Future Group ...

Challenger results a 'headline miss'

ELIZA BAVIN  |  TUESDAY, 17 FEB 2026
... increased 2% to $229 million and assets under management increased 3% to $128 billion. Despite the positive appearance, Ord Minnett analysts said the result was a "headline miss" on expectations. "CGF today announced its financial results for 1H26, delivering ...

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
... commitments of $100 million. A syndicate that includes NAB, CommSec, E&P Financial and Morgans, with joint lead managers Ord Minnett, Wilsons, Canaccord and Taylor Collison has helped bring Challenger IM LiFTS to market. Challenger IM currently has more ...

Aware Super tops up direct equities team

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
... she was a research analyst for real estate investment trusts (REITs). Ryan earlier spent three years at CLSA and at Ord Minnett. They join Michael Newbold, who started his new role as a senior investment analyst with the direct equity team two months ...

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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