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Showing 1 - 10 of 17 results for "Partners Private"

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 ...

Dexus, Partners Wealth Group airport fund to take off

CHLOE WALKER  |  MONDAY, 5 JUN 2023
... Corporation (APAC), the unlisted holding company of Melbourne Airport and Launceston Airport. The initial raise, via Partners Private, is targeting over $130 million for circa 1% of APAC, with the potential to raise more to grow the fund should future ...

Partners Wealth appoints private wealth lead

JAMIE WILLIAMSON  |  MONDAY, 23 MAY 2022
Partners Wealth Group has hired a new head of Partners Private, hiring a former AMP Capital and Hume Partners senior portfolio manager. Andrew Lally has joined in the role, bringing within him about 25 years' experience across funds management and family ...

Partners Wealth Group launches Partners Private

ELIZABETH MCARTHUR  |  TUESDAY, 7 DEC 2021
... Financial advice firm Partners Wealth Group has launched a new venture for sophisticated and wholesale investors. Partners Private will provide access to investments for individuals, who meet the definition of a sophisticated or wholesale investor, that ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... businesses who go above and beyond to deliver outstanding results for clients and give back to the community. Capital Partners Private Wealth Advisers (Capital Partners) Principal Kathryn Creasy took home the coveted FPA Certified Financial Planner Professional ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... the six categories are: FPA Certified Financial Planner Professional of the Year Award Kathryn Creasy - Capital Partners Private Wealth Advisers (WA) Matthew Meehan - Lifesolver Financial (NSW) Naomi Mee-Martino - Bastion Financial Group (WA) Mark O'Flynn ...
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