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Showing 1 - 10 of 3376 results for "Wealth management"

Acclaim Wealth makes C-suite appointment in newly created role

MATTHEW WAI  |  THURSDAY, 23 JUL 2026
... enhancing service delivery to its national adviser network. Aimie West extends her eight-year tenure at the wealth management platform as chief operating officer, where she will oversee operational strategy and execution across the business, while focusing ...

Praemium reaches $78bn in FUA with HNW focus

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
... trend, with clients increasingly leveraging a broader range of Praemium's capabilities to support complex wealth management requirements," the company noted. "Multi-year non-custodial enterprise agreement renewals were executed with Morgan Stanley ...

Infinity AM wins SMID fund mandate

KARREN VERGARA  |  MONDAY, 20 JUL 2026
... periods before fees. Infinity, which has about $4 billion in assets, sits under Viridian's investment and wealth management division, Infinity Capital Solutions. The Renaissance Smaller Companies is a fund manager that specialises in small caps listed ...

Perpetual rejects another EQT AB bid

KARREN VERGARA  |  MONDAY, 20 JUL 2026
... second Australian investment under the fund. Perpetual operates a multi-boutique asset management business, and wealth management and trustee services businesses. Bain Capital is on track to acquire Perpetual's wealth management business for $550 ...

Swedish PE giant sweetens offer bid for Perpetual

RIDDHIMA TALWANI  |  THURSDAY, 16 JUL 2026
... revised indicative proposal is subject to numerous conditions, including completion of the sale of Perpetual's Wealth Management business to Bain Capital, satisfactory completion of due diligence, negotiation and execution of binding transaction documentation ...

MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
MST Financial has broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research. MST Investment Solutions, the portfolio advisory and implementation ...

Zenith snags mandate from Granite Bay

MATTHEW WAI  |  FRIDAY, 10 JUL 2026
... legal from Westpac, Morgans Financial, Wilsons Advisory, and more. "Axel brings extensive experience across wealth management, private banking and stockbroking, advising high-net-worth individuals, enterprises and multi-generational families," Granite ...

Focus Partners Australia appoints head of wealth advisory

RIDDHIMA TALWANI  |  THURSDAY, 9 JUL 2026
... with Focus Partners saying the appointment comes as demand continues to grow for advice that brings together wealth management, tax, accounting and lending expertise through a single, coordinated experience. Lane will lead Focus Partners' wealth advisory ...

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... retired as a financial adviser after 46 years, selling the business he built to pave the way for a $1 billion wealth management firm in Tasmania. Mancell officially stepped away as an adviser and business owner on June 30. MFG has been acquired by Wealth ...

Singaporean VC snags Natixis head of distribution

MATTHEW WAI  |  WEDNESDAY, 8 JUL 2026
... relationships for further growth, January Capital said. He brings two decades of experience across funds, private wealth management and capital markets. Prior to Natixis, Guthrie held senior distribution and advisory roles at Investors Mutual, AMP Capital ...
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