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Showing 1 - 10 of 120 results for "Wealth Management Group"

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
... exclusivity until June 30 to conduct due diligence and progress relevant transaction documentation. The wealth management group confirmed the proposal following the AFR speculating on the transaction overnight. Euroz Hartleys added the transaction is ...

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
... about 10 years until December 2021 before moving to Count for less than a year. He then joined Priority1 Wealth Management Group for about six months prior to Financial Services Group Australia. After leaving Financial Services Group Australia, Monte ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... agreement that will see Perpetual license its Perpetual Wealth and Perpetual Private brands to the Perpetual Wealth Management Group for a period of 15 years. Perpetual will continue to own all rights to the Perpetual brand. Bain Capital Private Equity ...

Ironbark snaps up trio of hires to supercharge wholesale team

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
Ironbark Asset Management has snapped up a head of wholesale and two national account managers as it ramps up its push into the local market. The team is led by Paula Gigler, based in Sydney, who will report to Ironbark investment solutions chief executive ...

New PGIM chief executive named

MATTHEW WAI  |  MONDAY, 11 NOV 2024
... Committee. Prior to his experience at Morgan Stanley, Chappuis enjoyed successful spells at Citigroup's Global Wealth Management Group in various senior capacities, including the role of managing director of Citigroup alternative investments. Between ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
One of the country's oldest wealth management groups has promoted three staffers to partner. Mutual Trust - the Myer and Baillieu family office - said the promotions reflect the increasing number of ultra-high-net-worth families and individuals ...

AMP provisions $50m in response to class action

ANDREW MCKEAN  |  THURSDAY, 10 AUG 2023
Amid the Financial Adviser Class Action fallout, AMP has suspended its capital return, with a resolution expected by year-end. AMP has set aside a $50 million provision, reflecting its preliminary assessment of potential liabilities associated with ...

Colonial First State introduces new platform

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
The wealth management group has launched CFS Elevate, a people and culture platform that aims to provide support for advice professionals across Australia. Designed in collaboration with financial advisers, CFS Elevate offers free training, networking ...

HUB24 posts record platform inflows

ANDREW MCKEAN  |  TUESDAY, 19 JUL 2022
HUB24 has posted its June quarter results, the wealth management group posted record platform annual net inflows of $11.7 billion, up 31.7% from the previous corresponding period (PCP). Total funds under administration (FUA) was $65.6 billion as of ...

BetaShares grows team amid increased demand

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
BetaShares has made a raft of appointments, including adding two to its sales leadership team to oversee wealth management and high-net-worth groups. All five appointments are internal promotions and have been made to the ETF manager's sales, distribution ...
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