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Showing 1 - 10 of 110 results for "Wealth Group"

James Mawhinney arrested as Mayfair 101 saga rolls on

JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2024
... James Mawhinney was arrested yesterday and charged with engaging in dishonest conduct for allegedly claiming IPO Wealth Group owned companies that it did not. Mawhinney has been in a years-long battle with ASIC now, with the regulator taking him to court ...

Singaporean wealth manager mandates Aussie boutique

CHLOE WALKER  |  FRIDAY, 22 SEP 2023
... Australian family office here at the moment," he said. "In Singapore, we raised another few million dollars from a new wealth group over there that have over $1 billion in assets under management, and they've got high-net-worth clients from all across ...

Ironbark launches global infrastructure fund

CHLOE WALKER  |  MONDAY, 4 SEP 2023
Ironbark EagleCrest Infrastructure is an open-ended, mid-market focused private markets solution and has already received backing from private wealth firms. Ironbark EagleCrest Infrastructure feeds into the offshore Eaglecrest Infrastructure Fund that ...

Sequoia hires chief operating officer

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2023
The former chief distribution officer at Praemium is starting a new gig with Sequoia Financial Group, alongside two other new hires from ASIC and WT Financial Group. Martin Morris will commence as the wealth group's chief operating officer on August ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
The wealth group will consolidate its self-employed licensees under one brand, to be owned by the advisers via a new equity model. It has also confirmed it will divest most of its holding in Godfrey Pembroke and is looking to sell Millennium3. Insignia ...

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 ...

Sequoia expands professional services arm

CASSANDRA BALDINI  |  WEDNESDAY, 12 JUL 2023
The listed wealth group will acquire and merge the businesses of Castle Corporate and Castle Legal for $3.15 million. Castle Corporate assists accountants, financial advisers, and lawyers with the formation of companies, trusts, and self-managed super ...

Alium Capital enters wholesale market

CHLOE WALKER  |  THURSDAY, 6 JUL 2023
Wholesale investors can now gain exposure to quality technology companies through private markets investor Alium Capital. Previously only available for family office and sophisticated private investors, the Alium Alpha Fund is being made available to ...

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 ...

ATO keeping tabs on SMSF early access, tax avoidance

KARREN VERGARA  |  FRIDAY, 21 APR 2023
... inappropriate tax planning arrangements involving SMSFs are more common where fund members are part of a private wealth group. Nearly half or 45% of SMSFs are operated by small businesses and only 30% of SMSFs are linked to individuals. Currently, there ...
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