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Showing 1 - 10 of 2348 results for "Relationships"

Aussies ditch 'Great Australian Dream,' pursue 'Great Australian Lifestyle'

KARREN VERGARA  |  FRIDAY, 17 JUL 2026
... Great Australian Lifestyle over time and doing so with the confidence to focus on what they value, from family and relationships to travel, careers and life experiences," the report reads. The survey of 2500 Australians also found Gen Z is the generation ...

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
... Evidentia Private as principal, private wealth solutions based in Sydney. In his new role, Ross is responsible for relationships with key clients and leading financial advice firms in New South Wales and Queensland. He will also focus on Evidentia Private's ...

Netwealth posts record FUA as managed accounts top $30bn

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
... with historical averages" the company said. "Despite the size of these partial withdrawals, the underlying client relationships remain on platform and continue to contribute meaningfully to total FUA." The platform added 75 new financial intermediary ...

Qualitas bolsters RE private equity team

MATTHEW WAI  |  WEDNESDAY, 15 JUL 2026
... and equity markets, underpinned by deep expertise, a disciplined investment approach, and longstanding industry relationships." The firm also noted Butler is a valuable addition as it continues to scale its real estate private equity platform. Qualitas ...

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI  |  WEDNESDAY, 15 JUL 2026
... we looked to establish our presence in Australia and New Zealand, we wanted a partner with strong institutional relationships, an in-depth understanding of the local market and a long-term approach to client partnerships," Pesnani said. "Apostle's ...

Special Feature: Rewarding patient capital

PENNY PRYOR  |  TUESDAY, 14 JUL 2026
... deals in private equity require scale, experience and resources but co-investments have a strong focus on strategic relationships. "I am showing my age, but in a relationship-driven market, this puts you at the front of the Rolodex. In the past, co-investment ...

Singaporean VC snags Natixis head of distribution

MATTHEW WAI  |  WEDNESDAY, 8 JUL 2026
... Rommel Hacopian. In his new role, Guthrie will utilise his experience in capital raising and management of client relationships for further growth, January Capital said. He brings two decades of experience across funds, private wealth management and ...

arcpoint OCIO scores more mandates, Larapinta Private launches

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... research, analysis and recommendations. Sherlock Wealth retains responsibility for investment decisions and client relationships. The new mandates mark a total of six client wins for arcpoint in recent months. "Doubling our client base in five months ...

Mosaic Private names investment chief

MATTHEW WAI  |  TUESDAY, 7 JUL 2026
... legal sector earlier in his career. Commenting, Cowen said Woodhouse's breadth of experience and deep industry relationships will further strengthen the firm's investment capability as the business continues to grow. "At Mosaic Private, our focus ...

Natixis IM appoints head of wholesale distribution

VINNY VUCAGO  |  MONDAY, 6 JUL 2026
... he will report to Australia and New Zealand head Danny King. The appointment comes as Natixis IM seeks to deepen relationships with advisers and intermediaries while broadening access to investment strategies managed by its network of affiliated global ...
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