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Showing 1 - 10 of 22 results for "Partners Private"

Partners Wealth Group unveils new identity for Partners Private

MATTHEW WAI  |  TUESDAY, 21 APR 2026
Partners Wealth Group (PWG) has revitalised its private markets business, Partners Private, with a new identity, as it combines its public and private markets capabilities under a single institutional-grade offering. PWG managing director Mathew Cassidy ...

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
Arthur J. Gallagher & Co. (AJG) has acquired Queensland financial advice firm Asset Partners Private Wealth. Robina-based Asset Partners Private Wealth was acquired for an undisclosed amount by Illinois-headquartered AJG. The advice firm previously ...

Regal assets hit $18bn

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... mining finance fund, Merricks Capital credit strategies and co-investments and the unlisted multi-strategy Regal Partners Private Fund. Positive market movement delivered nearly $1 billion to AUM. Last month, Regal acquired a 50% stake in Sydney-based ...

Partners Wealth Group appoints new head of Partners Private

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
Partners Wealth Group has appointed a new head of its wholesale investments business, Partners Private. The wealth management firm named Fraser Herd to oversee the development and expansion of its private investment opportunities for clients and partner ...

Regal FUM hits record high

MATTHEW WAI  |  WEDNESDAY, 22 JAN 2025
... multi-strategy assets grew $0.5 billion, primarily reflected by increasing interests on its ASX-listed Regal Partners Private Fund. The group also saw "solid demand" across credit and royalties, and real and natural assets. The results come after Regal ...

Regal, Magellan book performance fees

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
... behind Regal's outperformance, namely the ASX-listed Regal Investment Fund, the unlisted multi-strategy Regal Partners Private Fund, the Regal Tactical Opportunities, and Attunga Power & Enviro Fund. The PM Capital Enhanced Yield strategies and Regal ...

Capital Partners managing director steps down

JAMIE WILLIAMSON  |  SUNDAY, 10 NOV 2024
David Andrew, the managing director at Capital Partners Private Wealth Advisers, is stepping down after 25 years. Andrew founded the West Australian firm in 1999. It's since grown to employ more than 50 staff and service over $2 billion in assets. ...

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... head of distribution, a former three-time Olympic gold medalist no less, for its wholesale investments division, Partners Private. James Tomkins, who was most recently a national sales manager at UBS Asset Management, has been tapped for the role. Tomkins ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
Capital Partners Private Wealth Advisers has acquired Partnership Wealth Management. In a deal that was finalised yesterday, The Partnership Wealth Management team will merge with Capital Partners, joining a team of 41 which includes 13 wealth advisers. ...

Partners Wealth Group names head of alternatives

CHLOE WALKER  |  MONDAY, 24 JUL 2023
... Anastassia Juventin joins the Melbourne-based firm as head of alternatives for its wholesale investment business, Partners Private. The newly created role will see Juventin lead the Partners Private funds research and due diligence process, while also ...
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