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Showing 1 - 10 of 1057 results for "Private Wealth"

Ironbark Private Wealth names new investment committee chair

MATTHEW WAI  |  THURSDAY, 12 NOV 2026
Ironbark Financial Group's private wealth arm has welcomed an industry stalwart to chair its investment committee, further strengthening the business' investment governance and oversight of $3.8 billion of client assets. Former Perpetual head of multi-asset ...

Macquarie AM launches venture growth fund

MATTHEW WAI  |  TUESDAY, 3 NOV 2026
... launch expands its offering through innovative investment solutions managed by institutional-quality managers. "Private wealth clients are increasingly seeking access to private markets, and our focus is on delivering innovative investment solutions ...

Ironbark expands advice footprint with acquisition

MATTHEW WAI  |  TUESDAY, 3 NOV 2026
... Ironbark Advice brand. Paris Financial has joined Ironbark, bringing over speciality across accounting, taxation, private wealth, risk protection, lending and self-managed super fund (SMSF). The firm was founded by Noel Mannix and Bill Butler in 1978 ...

Euroz Harley completes capital markets arm divestment

MATTHEW WAI  |  TUESDAY, 3 NOV 2026
... alongside new chief executive Alex Logan last month, said the business will now be able to purely focus on its private wealth business. "The sale of our capital markets business to BMO is a defining moment for Euroz Hartleys. We are now uniquely positioned ...

JPMAM targets growth in Aussie instos, UHNW segments

ELIZA BAVIN  |  WEDNESDAY, 28 OCT 2026
... only just got started." Watkins said while institutional clients remain the main part of JPMAM's business, the private wealth sector is growing rapidly. "If I talk about distribution, institutional is still the anchor of our business across the APAC ...

Adviser stripped of AFSL he claimed he didn't hold

MATTHEW WAI  |  WEDNESDAY, 21 OCT 2026
... Partners in Gosford, NSW, in 2013, and served in similar roles at Smythe Financial Management and Minchin Moore Private Wealth Advisers before founding his practice, Millennial Independent Advice, in 2018. In the frequently asked questions section of ...

Euroz Hartleys names chief executive

MATTHEW WAI  |  FRIDAY, 16 OCT 2026
... "This important appointment reflects our new pure play focus on the growth and optimisation of our well-established private wealth business". The firm also announced its refreshed board lineup effective from the completion of the transaction, welcoming ...

Integro appoints first Queensland private wealth adviser

VINNY VUCAGO  |  FRIDAY, 16 OCT 2026
Integro Private Wealth has appointed its first Queensland-based private wealth adviser, extending its east coast presence as the firm pursues national growth. The appointment of Grant Enders follows the recruitment of Daniel Secatore as Integro's first ...

Netwealth reports record $36bn FUM in Q1

MATTHEW WAI  |  THURSDAY, 15 OCT 2026
... by the commencement of Payday Super. Meanwhile, the period also saw the platform expanding into stockbroking and private wealth with the launch of Individual HIN service and Netwealth Private, a wholesale offer for sophisticated investors. Netwealth ...

Former adviser defies permanent banning orders

KARREN VERGARA  |  WEDNESDAY, 14 OCT 2026
... permanent banning orders at the Sydney Downing Centre Local Court. Nesseim previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning. He was a financial adviser from August 2006 to March 2018. He served as an executive business ...
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