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Showing 1 - 10 of 43 results for "Wealth Management Solutions"

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
... services to UHNW family offices and sophisticated investors. The firm provides a wide range of bespoke wealth management solutions, including personalised investment strategies, tax and estate planning, second-generation advice, philanthropy, and private ...

Ares launches wholesale infrastructure fund

ELIZA BAVIN  |  TUESDAY, 19 AUG 2025
... Australia and New Zealand for deeper access and greater diversification across asset classes," Ares Wealth Management Solutions Australia and New Zealand managing director Teiki Benveniste said. "Ares is excited to further expand our offering of institutional-grade ...

amicaa poaches Fidante exec

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... Fidante Partners in the last week. After six years there, Matthew Holberton has left to join Ares Wealth Management Solutions.

Ares builds up wealth team with Fidante poach

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
After six years at Fidante Partners, Matthew Holberton has left to join Ares Wealth Management Solutions. The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently at Mutual Trust, which was established ...

Ares appoints EQT as RE for private market fund

MATTHEW WAI  |  FRIDAY, 20 DEC 2024
... Markets Fund (APMF). APMF is a US registered management investment vehicle distributed through Ares' Wealth Management Solutions (AWMS) platform. EQT executive general manager of corporate and superannuation trustee services Andrew Godfrey said he ...

Ares launches private markets fund

ANDREW MCKEAN  |  THURSDAY, 12 DEC 2024
... Markets Fund (AMPF) - as US registered management investment vehicle that's distributed through Ares' Wealth Management Solutions (AWMS) platform. AWMS is a private equity investment solution, anchored in secondary investments, with an aim to "deliver ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... be further enhanced by the partnership with Mercury." Having expanded its accounting services and wealth management solutions to more than 100 locations across Australia and New Zealand, Games added that this partnership will help the company achieve ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... investment bonds are becoming increasingly attractive for investors seeking flexible, tax effective wealth management solutions, KeyInvest chief investment officer Dion Silvy said. "The climbing net worth of Australian baby boomers, supported by large ...

Citi awarded custody mandate by Mason Stevens

ANDREW MCKEAN  |  MONDAY, 1 MAY 2023
... execution services mandate by wealth platform Mason Stevens. As Mason Stevens looks to deliver "premium" wealth management solutions, Citi Australia and New Zealand's head of securities services Mark England expressed excitement about the partnership ...
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