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Showing 1 - 10 of 15 results for "Partners Wealth Group"

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 ...

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI | MONDAY, 30 MAR 2026

... where he was the director of distribution for 12 years. More recently, he was the head of distribution at Partners Wealth Group. Akiki said he is thrilled to welcome someone of Tomkins' calibre to the new venture. "His record of success at the highest ...

AMP investment chief reshapes her team

ELIZABETH FRY | THURSDAY, 12 MAR 2026

... product manager for software and digital advice for four years. Previously, she worked at Equity Trustees and Partners Wealth Group. AMP Investments manages over $70 billion of assets across a range of contemporary multi-asset investment solutions, for ...

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI | FRIDAY, 16 JAN 2026

... followed by Alliance Wealth which gained seven to grow to 383, Fortnum Advice which added four and now has 49, Partners Wealth Group Financial Advice which also added four to come in at 46, and Dorset Wealth Management which saw four join, bringing its ...

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 ...

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN | THURSDAY, 3 OCT 2024

Partners Wealth Group appointed a new 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 ...

Partners Wealth Group names head of alternatives

CHLOE WALKER | MONDAY, 24 JUL 2023

... and research roles across AMP Capital, BT Funds Management and Craig Investment Partners in New Zealand. Partners Wealth Group chief investment officer Graeme Bibby said Juventin's appointment will add depth to its alternative investment due diligence ...

Dexus, Partners Wealth Group airport fund to take off

CHLOE WALKER | MONDAY, 5 JUN 2023

Partners Wealth Group has joined forces with Dexus to offer wholesale buyers the opportunity to invest in Melbourne Airport through its new APAC Wholesale Airports Fund. The fund, dubbed WAF, also provides exposure to the Australia Pacific Airports ...

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 ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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