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Showing 1 - 10 of 824 results for "Private wealth"

The most popular fund types launched in Australia

ANDREW MCKEAN  |  WEDNESDAY, 17 JUL 2024
... wave of funds coming through will focus on alternatives, private credit, and private debt, particularly targeting private wealth groups. He also expects a continued rise of ETFs, which are easily accessible products for investors, and SMSFs.

Clime chief executive resigns

KARREN VERGARA  |  MONDAY, 15 JUL 2024
... and the managed accounts platform WealthPortal to Infocus for $2 million. It flagged intentions to just focus on private wealth. In late 2021, Clime entered an agreement to combine its separately managed accounts businesses with Ralton Asset Management. ...

Stake to operate under its own AFSL

ANDREW MCKEAN  |  MONDAY, 8 JUL 2024
Stake currently provides financial services as an authorised representative of Sanlam Private Wealth and global payments giant Airwallex; both hold an AFSL. But soon, Stake will operate under its own AFSL, offering services as an authorised representative ...

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
The Australian Wealth Advisors Group (AWAG) has taken a stake in Melican Financial Planning and added Murdoch Private Wealth to its licence. ASX-listed AWAG took a 20% stake in Melican Financial Planning, a firm that provides accounting, mortgage broking ...

Channel Capital, Arnott Capital set up strategic partnership

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... Arnott Capital manages approximately $500 million for clients including family offices, high-net-worth individuals, private wealth groups, and institutional investors.

Clime completes Madison Financial sale

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
... with normalised profits of approximately $500,000 and streamlined operations with a focus on funds management and private wealth. In addition to the sale, Clime also announced the appointment of Michael Baragwanath as a new non-executive director to ...

Partners Group launches private infra fund

KARREN VERGARA  |  WEDNESDAY, 26 JUN 2024
... high barriers to entry; and low risk of disruption. Partners Group currently manages $4.5 billion on behalf of private wealth clients in the country across a range of strategies, including its Global Value Fund and Global Income Fund. Nicholas Kuys ...

Coller Capital hires former J.P. MAM executive

KARREN VERGARA  |  WEDNESDAY, 26 JUN 2024
A former J.P. Morgan Asset Management executive has been appointed the lead of Coller Capital's private wealth distribution unit for Australia and New Zealand. David Hallifax, the former head of Australia funds at J.P. Morgan Asset Management, assumes ...

Hamilton Lane closes largest raise at $8.4bn

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... including corporate and public pension funds, Taft-Hartley plans, sovereign wealth funds, endowments, foundations, private wealth platforms and other financial institutions from over 30 countries around the world. Financial Standard understands at least ...

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
... Victoria and the Northern Territory to its network. Gurbinder Gill, the principal and financial adviser of Gill Private Wealth, which operates in Victoria's Burwood, joins the ASX-listed firm. Gill also teaches the capstone financial planning unit at ...
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