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Showing 1 - 10 of 1025 results for "Private Wealth"

Viridian promotes to investment team, launches Infinity

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
... Financial Group announced three promotions to its investment leadership team as it merges its asset management and private wealth businesses under a single unit called Infinity. Viridian has brought together Infinity Asset Management and its wholesale ...

Praemium reaches $78bn in FUA with HNW focus

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
The company said its effort targeting the high-net-worth segment has worked out to its favour, as performances across its platform and non-custodial portfolio administration business have pushed its total funds under administration (FUA) to $77.9 billion ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... Investment Management, MLC Expand's trustee. Both firms sit under the now-delisted Insignia Financial. Viola Private Wealth executive chair and adviser Charlie Viola says ultimately, platforms can't be blamed if an adviser makes a bad decision ...

Infinity AM wins SMID fund mandate

KARREN VERGARA  |  MONDAY, 20 JUL 2026
... 15 businesses under a new single brand, Ironbark Financial Group. The core brands are Ironbark Advice, Ironbark Private Wealth and Ironbark Investment Solutions. Ironbark Asset Management sits under Ironbark Investment Solutions.

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
After a four-month hiatus, the sales director is now calling Evidentia Private, the private wealth arm of Evidentia Group, home. Former T. Rowe Price head of intermediary sales for Australia Jonathon Ross has joined Evidentia Private as principal, private ...

FAAA names new chair as David Sharpe prepares to step down

VINNY VUCAGO  |  WEDNESDAY, 15 JUL 2026
... of her South Australian based practice, Mybluesky, she currently serves as general manager advice (SA) for PSK Private Wealth and continues to practice as a senior financial adviser. FAAA chief executive Sarah Abood welcomed the appointment citing Veitch's ...

MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
MST Financial has broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research. MST Investment Solutions, the portfolio advisory and implementation ...

Entireti names former Perpetual chief as chair

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
... director of Team Australia Challenge. Entireti is the parent company of subsidiaries including Akumin, Fortnum Private Wealth, Personal Financial Services and Entireti Alliances. "We are excited to have Geoff join and lead the board at this pivotal time ...

Zenith snags mandate from Granite Bay

MATTHEW WAI  |  FRIDAY, 10 JUL 2026
Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence. Launched earlier this year, the private wealth firm will utilise Zenith's investment research service, which includes comprehensive ...

Focus Partners Australia appoints head of wealth advisory

RIDDHIMA TALWANI  |  THURSDAY, 9 JUL 2026
... growth across the business. He joins the from Ord Minnett where he was state manager for Queensland and senior private wealth adviser. "David's appointment reflects our long-term commitment to investing in our wealth business and building greater capability ...
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