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Showing 1 - 10 of 39 results for "Wealth Management Solutions"

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 ...

Lazard Asset Management creates family office division

CHLOE WALKER  |  FRIDAY, 3 MAR 2023
... management and family office services into the one offering. "Demand for sophisticated and innovative wealth management solutions is increasing as family offices navigate the ever-changing markets and economic environment," LAM chief executive Evan Russo ...

Morningstar to buy Praemium for $65m

CHLOE WALKER  |  WEDNESDAY, 22 DEC 2021
... business and a talented team we look forward to welcoming to Morningstar," Daniel Needham, president of wealth management solutions for Morningstar, said. "Technology is playing a larger role in everyone's lives and expectations for how companies deploy ...

European robo-adviser eyes Australia, taps Westpac exec

ALLY SELBY  |  THURSDAY, 23 JUL 2020
... advisers depart the industry, Smith said. "These products make it easier for traditional providers of wealth management solutions to move into the 21st Century," he said. "And that's really the DNA of the business." Its StoryTeller module in particular ...

TradeFloor acquires tech solutions

ALLY SELBY  |  MONDAY, 11 MAY 2020
... advisers. TradeFloor has acquired online stockbroker OpenMarkets as well as the technology behind CCUBE's wealth management solutions, following CCUBE's voluntary administration in the midst of the COVID-19 crisis. TradeFloor managing director Ivan Tchourilov ...
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